Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev

This commit is contained in:
VENKATESHWARAN 2026-03-02 10:03:10 +05:30
commit 19492bbcec
23 changed files with 1474 additions and 460 deletions

View File

@ -917,6 +917,8 @@ $routes->group('sales', function($routes) {
$routes->get('loadactivities', 'SalesController::loadactivities');
$routes->get('loadtargets', 'SalesController::loadtargets');
$routes->get('page/(:segment)', 'SalesController::noPage/$1');
// Get all leads with filters
@ -997,6 +999,13 @@ $routes->group('sales', function($routes) {
// Delete note
$routes->delete('notes/(:num)', 'SalesController::deleteNote/$1');
// ==================== TARGETS ROUTES ====================
$routes->get('targets', 'SalesController::getTargets');
$routes->get('targets/user/(:num)', 'SalesController::getTargetByUser/$1');
$routes->get('targets/fy/(:segment)','SalesController::getTargetByFY/$1');
$routes->post('targets', 'SalesController::createTarget');
$routes->put('targets/(:num)', 'SalesController::updateTarget/$1');
$routes->delete('targets/(:num)', 'SalesController::deleteTarget/$1');
//Dashboard
$routes->get('dashboard', 'SalesController::dashboard');

View File

@ -62,32 +62,40 @@ class AppContentManagementController extends AdminController
$data = $this->request->getPost();
$sanitized_post_data = sanitizeInputArrayAdvanced($data);
$id = ((int) $sanitized_post_data['add_image_id']) ?? null;
$id = (int)($sanitized_post_data['add_image_id'] ?? 0);
$rules = [
'client_id' => [
'rules' => 'required|integer',
'add_image_id' => [
'rules' => 'permit_empty|integer|is_natural',
'errors' => [
'required' => 'Client is required',
'integer' => 'Invalid client selected'
'integer' => 'Image ID must be a valid number',
'is_natural' => 'Image ID must be a non-negative number'
]
],
'client_id' => [
'rules' => 'required|integer|is_natural_no_zero',
'errors' => [
'required' => 'Client is required',
'integer' => 'Invalid client selected',
'is_natural_no_zero' => 'Invalid client selected'
]
],
'advertise_image' => [
'rules' => ($id === 0 ? 'uploaded[advertise_image]|' : '')
. 'is_image[advertise_image]'
. '|mime_in[advertise_image,image/jpg,image/jpeg,image/png]'
. '|max_size[advertise_image,200]'
. '|min_dims[advertise_image,1640,664]'
. '|max_dims[advertise_image,1640,664]',
'errors' => [
'uploaded' => 'Image is required',
'is_image' => 'File must be an image',
'mime_in' => 'Only JPG, JPEG, PNG allowed',
'max_size' => 'Image size must not exceed 200 KB',
'min_dims' => 'Image dimensions must be exactly 1640x664 pixels',
'max_dims' => 'Image dimensions must be exactly 1640x664 pixels',
]
],
];
$rules['advertise_image'] = [
'rules' => ($id === 0 ? 'uploaded[advertise_image]|' : '') // required only for ADD
. 'is_image[advertise_image]'
. '|mime_in[advertise_image,image/jpg,image/jpeg,image/png]'
. '|max_size[advertise_image,200]'
. '|min_dims[advertise_image,1640,664]'
. '|max_dims[advertise_image,1640,664]',
'errors' => [
'uploaded' => 'Image is required',
'is_image' => 'File must be an image',
'mime_in' => 'Only JPG, JPEG, PNG allowed',
'max_size' => 'Image size must not exceed 200 KB',
'min_dims' => 'Image dimensions must be exactly 1640x664 pixels',
'max_dims' => 'Image dimensions must be exactly 1640x664 pixels',
]
];
if (!$this->validate($rules)) {
return $this->response->setStatusCode(400)->setJSON([
@ -100,7 +108,12 @@ class AppContentManagementController extends AdminController
$file = $this->request->getFile('advertise_image');
$client_id = $sanitized_post_data['client_id'] ?? null;
$client_id = (int)($sanitized_post_data['client_id'] ?? 0);
$clientExists = $this->clientModel->where('id', $client_id)->where('is_active', 1)->first();
if (!$clientExists) {
return $this->respond(['status' => false, 'message' => 'Invalid client selected.'], 400);
}
if (!$file || !$file->isValid()) {
return $this->respond(['status' => false, 'message' => 'No file uploaded or invalid file.'], 400);
@ -119,12 +132,15 @@ class AppContentManagementController extends AdminController
$file->move($uploadPath, $fileName);
$id = $sanitized_post_data['add_image_id'] ?? null;
$details = ['name' => $fileName,'client_id'=>$client_id];
if ($id == 0) {
if ($id === 0) {
$this->addImgModel->insert($details);
} else {
$existingRecord = $this->addImgModel->find($id);
if (!$existingRecord) {
return $this->respond(['status' => false, 'message' => 'Record not found for update.'], 404);
}
$this->addImgModel->update($id, $details);
}
@ -138,14 +154,34 @@ class AppContentManagementController extends AdminController
public function remove_advertise_image()
{
try {
$id = $this->request->getPost('add_image_id');
$rules = [
'add_image_id' => [
'rules' => 'required|integer|is_natural_no_zero',
'errors' => [
'required' => 'Image ID is required',
'integer' => 'Image ID must be a valid number',
'is_natural_no_zero' => 'Image ID must be a positive number'
]
]
];
if (!$id) {
return $this->respond(['status' => false, 'message' => 'ID missing'], 400);
if (!$this->validate($rules)) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Input validation failed',
'code' => 400,
'errors' => $this->validator->getErrors()
]);
}
$data = ['is_active' => 0];
$this->addImgModel->update($id, $data);
$id = (int)$this->request->getPost('add_image_id');
$existing = $this->addImgModel->find($id);
if (!$existing) {
return $this->respond(['status' => false, 'message' => 'Record not found'], 404);
}
$this->addImgModel->update($id, ['is_active' => 0]);
return $this->respond(['status' => true, 'message' => 'Deleted successfully']);
@ -158,19 +194,27 @@ class AppContentManagementController extends AdminController
// Preview image Went Edit.
public function showAdvertiseImage($filename)
{
// $path = WRITEPATH . 'uploads/advertiseImage/' . $filename;
$path = ROOTPATH . 'public/uploads/add_image_upload/' . $filename;
$filename = basename($filename);
if (!file_exists($path)) {
if (!preg_match('/^[a-zA-Z0-9_\-]+\.(jpg|jpeg|png|gif|webp)$/i', $filename)) {
throw \CodeIgniter\Exceptions\PageNotFoundException::forPageNotFound();
// return $this->response->setStatusCode(404, 'File not found');
}
$mime = mime_content_type($path);
// header('Content-Type: ' . $mimeType);
// readfile($path);
// exit;
return $this->response->setHeader('Content-Type', $mime)->setBody(file_get_contents($path));
$path = ROOTPATH . 'public/uploads/add_image_upload/' . $filename;
$realPath = realpath($path);
$allowedDir = realpath(ROOTPATH . 'public/uploads/add_image_upload');
if (!$realPath || strpos($realPath, $allowedDir) !== 0 || !file_exists($realPath)) {
throw \CodeIgniter\Exceptions\PageNotFoundException::forPageNotFound();
}
$mime = mime_content_type($realPath);
$allowedMimes = ['image/jpeg', 'image/png', 'image/gif', 'image/webp'];
if (!in_array($mime, $allowedMimes, true)) {
throw \CodeIgniter\Exceptions\PageNotFoundException::forPageNotFound();
}
return $this->response->setHeader('Content-Type', $mime)->setBody(file_get_contents($realPath));
}
@ -183,39 +227,51 @@ class AppContentManagementController extends AdminController
if ($this->request->getMethod() === 'post') {
$rules = [
'type' => [
'rules' => 'required|max_length[255]',
'fe_id' => [
'rules' => 'permit_empty|integer|is_natural',
'errors' => [
'required' => 'Type is required',
'max_length' => 'Type cannot exceed 255 characters'
'integer' => 'ID must be a valid number',
'is_natural' => 'ID must be a non-negative number'
]
],
'type' => [
'rules' => 'required|max_length[255]|regex_match[/^[a-zA-Z0-9_ \-]+$/]',
'errors' => [
'required' => 'Type is required',
'max_length' => 'Type cannot exceed 255 characters',
'regex_match' => 'Type contains invalid characters'
]
],
'content_section' => [
'rules' => 'required|max_length[255]',
'rules' => 'required|max_length[255]|regex_match[/^[a-zA-Z0-9_ \-]+$/]',
'errors' => [
'required' => 'Content Section is required',
'max_length' => 'Content Section cannot exceed 255 characters'
'required' => 'Content Section is required',
'max_length' => 'Content Section cannot exceed 255 characters',
'regex_match' => 'Content Section contains invalid characters'
]
],
'heading' => [
'rules' => 'required|max_length[255]',
'rules' => 'required|max_length[255]|regex_match[/^[a-zA-Z0-9 _\-.,;:!?()&\/]+$/]',
'errors' => [
'required' => 'Heading is required',
'max_length' => 'Heading cannot exceed 255 characters'
'required' => 'Heading is required',
'max_length' => 'Heading cannot exceed 255 characters',
'regex_match' => 'Heading contains invalid characters. Only letters, numbers, spaces and basic punctuation are allowed'
]
],
'content' => [
'rules' => 'required|max_length[5000]',
'rules' => 'required|max_length[5000]|regex_match[/^[a-zA-Z0-9 _\-.,;:!?()&\/\r\n]+$/]',
'errors' => [
'required' => 'Content is required',
'max_length' => 'Content cannot exceed 5000 characters'
'required' => 'Content is required',
'max_length' => 'Content cannot exceed 5000 characters',
'regex_match' => 'Content contains invalid characters. Only letters, numbers, spaces and basic punctuation are allowed'
]
],
'notes' => [
'rules' => 'required|max_length[1500]',
'rules' => 'required|max_length[1500]|regex_match[/^[a-zA-Z0-9 _\-.,;:!?()&\/\r\n]+$/]',
'errors' => [
'required' => 'Notes are required',
'max_length' => 'Notes cannot exceed 1500 characters'
'required' => 'Notes are required',
'max_length' => 'Notes cannot exceed 1500 characters',
'regex_match' => 'Notes contains invalid characters. Only letters, numbers, spaces and basic punctuation are allowed'
]
]
];
@ -230,8 +286,14 @@ class AppContentManagementController extends AdminController
}
$request_post_data = $this->request->getPost();
$data = sanitizeInputArrayAdvanced($request_post_data);
$id = $data['fe_id'];
$id = $data['fe_id'] ?? null;
if (!empty($id) && (!ctype_digit((string)$id) || (int)$id <= 0)) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false, 'message' => 'Invalid ID format', 'code' => 400
]);
}
$id = !empty($id) ? (int)$id : null;
unset($data['fe_id']);
@ -244,6 +306,12 @@ class AppContentManagementController extends AdminController
$status = $this->feContentModel->insert($data);
$text = "Created";
} else {
$existing = $this->feContentModel->find($id);
if (!$existing) {
return $this->response->setStatusCode(404)->setJSON([
'status' => false, 'message' => 'Record not found', 'code' => 404
]);
}
$status = $this->feContentModel->update($id, $data);
$text = "Updated";
}
@ -260,6 +328,13 @@ class AppContentManagementController extends AdminController
$id = $this->request->getGet('fe_id') ?? null;
if (!empty($id)) {
if (!ctype_digit((string)$id) || (int)$id <= 0) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false, 'code' => 400, 'message' => 'Invalid ID format'
]);
}
$id = (int)$id;
$data['fe_list'] = $this->feContentModel->where('id', $id)->orderBy('id', 'DESC')->findAll();
@ -276,16 +351,24 @@ class AppContentManagementController extends AdminController
} elseif ($method === 'delete') {
// $input = $this->request->getRawInput();
$id = $this->request->getGet('fe_id'); // ✅ THIS
$id = $id ?? null;
$id = $this->request->getGet('fe_id') ?? null;
if (empty($id)) {
if (empty($id) || !ctype_digit((string)$id) || (int)$id <= 0) {
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'Valid numeric ID is required for deletion'
], 400);
}
$id = (int)$id;
$existing = $this->feContentModel->find($id);
if (!$existing) {
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'No ID provided for deletion'
], 200);
'message' => 'Record not found'
], 404);
}
$update_status = $this->feContentModel->where('id', $id)->set(['is_active' => 0])->update();
@ -309,10 +392,15 @@ class AppContentManagementController extends AdminController
}
private const ALLOWED_RETURN_TYPES = ['api', 'web'];
public function FAQ()
{
$method = strtolower($this->request->getMethod());
$returnType = strtolower($this->request->getGet('return_type') ?? 'api');
if (!in_array($returnType, self::ALLOWED_RETURN_TYPES, true)) {
$returnType = 'api';
}
$ref = ['timestamp' => date('Y-m-d H:i:s')];
try {
@ -320,33 +408,64 @@ class AppContentManagementController extends AdminController
if ($method === 'post') {
$rules = [
'category' => [
'rules' => 'required',
'rules' => 'required|max_length[100]|alpha_numeric_space',
'errors' => [
'required' => 'Category is required'
'required' => 'Category is required',
'max_length' => 'Category cannot exceed 100 characters',
'alpha_numeric_space' => 'Category contains invalid characters'
]
],
'question' => [
'rules' => 'required',
'rules' => 'required|max_length[1000]|regex_match[/^[a-zA-Z0-9 _\-.,;:!?()&\/\r\n]+$/]',
'errors' => [
'required' => 'Question is required'
'required' => 'Question is required',
'max_length' => 'Question cannot exceed 1000 characters',
'regex_match' => 'Question contains invalid characters. Only letters, numbers, spaces and basic punctuation are allowed'
]
],
'answer' => [
'rules' => 'required',
'rules' => 'required|max_length[5000]|regex_match[/^[a-zA-Z0-9 _\-.,;:!?()&\/\r\n]+$/]',
'errors' => [
'required' => 'Answer is required'
'required' => 'Answer is required',
'max_length' => 'Answer cannot exceed 5000 characters',
'regex_match' => 'Answer contains invalid characters. Only letters, numbers, spaces and basic punctuation are allowed'
]
]
];
if (!$this->validate($rules)) {
return $this->response->setStatusCode(400)->setJSON([
'status' => 'error',
'message' => 'Input validation failed',
'code' => 400,
'errors' => $this->validator->getErrors(),
'ref' => $ref
]);
}
$request_post_data = $this->request->getPost();
$sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
$data = array_filter($sanitized_post_data, fn($v) => $v !== '' && $v !== null);
$id = $data['faq_id'];
$id = $data['faq_id'] ?? null;
if (!empty($id) && (!ctype_digit((string)$id) || (int)$id <= 0)) {
return $this->response->setStatusCode(400)->setJSON([
'status' => 'error', 'message' => 'Invalid FAQ ID format', 'code' => 400, 'ref' => $ref
]);
}
$id = !empty($id) ? (int)$id : null;
unset($data['faq_id']);
if (empty($id)) {
$status = $this->faqModel->insert($data);
$msg = "Created";
} else {
$existing = $this->faqModel->find($id);
if (!$existing) {
return $this->response->setStatusCode(404)->setJSON([
'status' => 'error', 'message' => 'FAQ not found', 'code' => 404, 'ref' => $ref
]);
}
$status = $this->faqModel->update($id, $data);
$msg = "Updated";
}
@ -372,10 +491,17 @@ class AppContentManagementController extends AdminController
$id = $this->request->getGet('faq_id');
if (!empty($id)) {
if (!ctype_digit((string)$id) || (int)$id <= 0) {
return $this->response->setStatusCode(400)->setJSON([
'status' => 'error', 'message' => 'Invalid FAQ ID format', 'code' => 400, 'ref' => $ref
]);
}
$id = (int)$id;
if($returnType === 'web'){
$row = $this->faqModel->find((int)$id);
$row = $this->faqModel->find($id);
}else{
$row = $this->faqModel->where('is_active', 1)->find((int)$id);
$row = $this->faqModel->where('is_active', 1)->find($id);
}
$data['faq_list'] = $row ? [$row] : [];
@ -417,7 +543,15 @@ class AppContentManagementController extends AdminController
// --- 3. DELETE: SOFT DELETE ---
elseif ($method === 'delete') {
$id = $this->request->getGet('faq_id');
$status = (!empty($id)) ? $this->faqModel->update($id, ['is_active' => 0]) : false;
if (empty($id) || !ctype_digit((string)$id) || (int)$id <= 0) {
return $this->response->setJSON([
'status' => 'error', 'message' => 'Valid numeric FAQ ID is required', 'code' => 400, 'ref' => $ref
])->setStatusCode(400);
}
$id = (int)$id;
$status = $this->faqModel->find($id) ? $this->faqModel->update($id, ['is_active' => 0]) : false;
return $this->response->setJSON([
'status' => $status ? ($returnType === 'web' ? true : 'success') : ($returnType === 'web' ? false : 'error'),
@ -429,12 +563,12 @@ class AppContentManagementController extends AdminController
}
} catch (\Throwable $e) {
$msg = $e->getMessage();
log_message('error', 'FAQ error: ' . $e->getMessage() . ' in ' . $e->getFile() . ':' . $e->getLine());
return $this->response->setJSON([
'status' => $returnType === 'web' ? false : 'error',
'code' => 500,
'message' => $msg,
'ref' => ['file' => $e->getFile(), 'line' => $e->getLine()]
'message' => 'An internal error occurred. Please try again later.',
'ref' => $ref
])->setStatusCode(500);
}
}

View File

@ -142,24 +142,38 @@ class ClientController extends AdminController
return $this->response->setJSON(['isDuplicate' => $isDuplicate]);
}
private const ALLOWED_DUPLICATE_CHECK_TABLES = [
'clients', 'client_branch', 'level_contacts', 'insurers', 'insurer_branch',
'tpa', 'tpa_branch', 'policies', 'client_policy', 'user_profiles',
];
public function checkDuplicateTableFieldValue()
{
$table = $this->request->getPost('table');
$field = $this->request->getPost('field');
$value = $this->request->getPost('value');
// Load the database if not already loaded
$db = db_connect();
if (!in_array($table, self::ALLOWED_DUPLICATE_CHECK_TABLES, true)) {
return $this->response->setJSON(['isDuplicate' => false, 'error' => 'Invalid table']);
}
$db = db_connect();
$tableFields = $db->getFieldNames($table);
// Perform the query
$builder = $db->table($table);
if (is_array($value)) {
$isDuplicate = $builder->where($value)->where('is_active', 1)->countAllResults() > 0;
$filteredValue = array_intersect_key($value, array_flip($tableFields));
if (empty($filteredValue)) {
return $this->response->setJSON(['isDuplicate' => false, 'error' => 'Invalid fields']);
}
$isDuplicate = $builder->where($filteredValue)->where('is_active', 1)->countAllResults() > 0;
} else {
if (!in_array($field, $tableFields, true)) {
return $this->response->setJSON(['isDuplicate' => false, 'error' => 'Invalid field']);
}
$isDuplicate = $builder->where($field, $value)->where('is_active', 1)->countAllResults() > 0;
}
// Return the result
return $this->response->setJSON(['isDuplicate' => $isDuplicate]);
}

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@ -4360,13 +4360,15 @@ class EmpDataServiceController extends BaseController
{
$client_policy_id = $arrayData['client_policy_id'];
$cd_ac_pk = $this->clientPolicyModel->select('cd_ac_pk')->where('id',$client_policy_id)->first();
$sanitizedIds = array_map('intval', $arrayData['employeeIds']);
$placeholders = implode(',', array_fill(0, count($sanitizedIds), '?'));
$amount = $this->employeePolicyModel->query("
SELECT SUM(rata_premimum + gst) AS total_sum
FROM employee_polices
JOIN employees ON employees.id = employee_polices.employee_id
WHERE employees.unit = '$unit'
AND employee_polices.id IN (" . implode(',', $arrayData['employeeIds']) . ")
")->getRow();
WHERE employees.unit = ?
AND employee_polices.id IN ($placeholders)
", array_merge([$unit], $sanitizedIds))->getRow();
if($amount){
@ -4625,11 +4627,14 @@ class EmpDataServiceController extends BaseController
// AND employee_polices.id IN (" . implode(',', $arrayData['employeeIds']) . ")
// ")->getRow();
$sanitizedIds = array_map('intval', $arrayData['employeeIds']);
$placeholders = implode(',', array_fill(0, count($sanitizedIds), '?'));
$safeAddOneDay = (int)$add_one_day;
$amount = $this->employeePolicyModel->query("
SELECT
SUM(ROUND(
((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, emp_endorsement.new_value) + '$add_one_day')) / 365) +
(((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, emp_endorsement.new_value) + '$add_one_day')) / 365) * 0.18),
((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, emp_endorsement.new_value) + ?)) / 365) +
(((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, emp_endorsement.new_value) + ?)) / 365) * 0.18),
2
)) AS total_sum
FROM
@ -4639,14 +4644,14 @@ class EmpDataServiceController extends BaseController
JOIN
emp_endorsement ON emp_endorsement.pk = employee_polices.id
WHERE
employee_polices.id IN (" . implode(',', $arrayData['employeeIds']) . ")
AND emp_endorsement.pk IN (" . implode(',', $arrayData['employeeIds']) . ")
employee_polices.id IN ($placeholders)
AND emp_endorsement.pk IN ($placeholders)
AND employee_polices.claim_status = 0
AND emp_endorsement.field_name = 'date_of_exit'
AND emp_endorsement.is_active = 1
AND emp_endorsement.actions = 'd'
AND emp_endorsement.status != 'truncated';
")->getRow();
AND emp_endorsement.status != 'truncated'
", array_merge([$safeAddOneDay, $safeAddOneDay], $sanitizedIds, $sanitizedIds))->getRow();
// dd(db_connect()->getLastQuery(), $amount);

View File

@ -844,6 +844,8 @@ class MediAssistApiController extends BaseController
->get()
->getResultArray();
log_message('error','MEDI_ASSIST - Claim Status started | for ticket count: ' . count($TicketData));
// dd($TicketData);
if (!$TicketData) {
@ -890,7 +892,11 @@ class MediAssistApiController extends BaseController
if ($response['status'] != true || empty($response['data']['claimsData'][0])) {
log_message('error','MEDI_ASSIST - Claim Status FAILED | for ticket ID: ' . $claimId.' | response: '.json_encode($response));
$error_data[$claimId][['status' => false,'message' => 'API call failed.','data' => $response]];
$error_data[$claimId] = [
'response' => $response,
'body' => $body
];
continue; // skip to next ticket
}
// Extract Claim Status

View File

@ -7,6 +7,7 @@ use App\Models\SalesActualLeadModel;
use App\Models\SalesContactPersonModel;
use App\Models\SalesActivityModel;
use App\Models\SalesLeadNoteModel;
use App\Models\SalesTargetModel;
use App\Models\UserModel;
use CodeIgniter\HTTP\ResponseInterface;
use CodeIgniter\API\ResponseTrait;
@ -20,6 +21,8 @@ class SalesController extends BaseController
protected $activityModel;
protected $noteModel;
protected $userModel;
protected $targetModel;
public function __construct()
{
@ -28,6 +31,7 @@ class SalesController extends BaseController
$this->activityModel = new SalesActivityModel();
$this->noteModel = new SalesLeadNoteModel();
$this->userModel = new UserModel();
$this->targetModel = new SalesTargetModel();
}
@ -53,55 +57,73 @@ class SalesController extends BaseController
return $this->loadLayout('sales/activity_view', $data);
}
public function loadtargets(){
$data = $this->getSalesStaffData();
$data['tab_name'] = 'Sales Team Targets';
$data['page_name'] = 'Sales Team Targets';
return $this->loadLayout('sales/target_view', $data);
}
/**
* HELPER: Fetches Sales Managers based on the logged-in user's role and branch
*/
private function getSalesStaffData(): array
{
$db = \Config\Database::connect();
$db = \Config\Database::connect();
$logged_user_id = get_session_userid();
$role = get_role_id();
$team_id = user_team();
$role = get_role_id();
$team_id = user_team();
$data = [
'users' => [],
'sales_manager_ids' => []
'users' => [],
'sales_manager_ids'=> [],
'sales_role' => '',
'nhance_branch_id' => null,
'assigned_ids' => [],
];
$row = $db->table('user_profiles')->select('*')
->where('is_active', 1)->where('id', $logged_user_id)
->get()->getRow();
$nhance_branch_id = $row ? $row->nhance_branch_id : null;
// Is the logged-in user a Sales Manager? (Role 4, Team 5)
if ($role == 4 && in_array(5, $team_id)) {
$row = $db->table('user_profiles')->select('*')
->where('is_active', 1)->where('id', $logged_user_id)
->get()->getRow();
$nhance_branch_id = $row ? $row->nhance_branch_id : null;
$data['nhance_branch_id']= $nhance_branch_id;
// ── Sales Manager (Role 4, Team 5) ──────────────────────────
if ($role == 4 && in_array(5, $team_id)) {
$data['sales_role'] = 'Sales Manager';
$data['sales_manager_ids'] = [$logged_user_id];
$data['users'] = [
$data['assigned_ids'] = [$logged_user_id];
$data['users'] = [
[
'id' => $row->id,
'first_name' => $row->first_name,
'nhance_branch_id' => $nhance_branch_id
'first_name' => $row->first_name,
'last_name' => $row->last_name ?? '',
'nhance_branch_id' => $nhance_branch_id,
]
];
}
// Otherwise fetch ALL sales managers in this branch
elseif (in_array($role,[1,5])) {
$data['users'] = $db->table('user_profiles up')
->select('up.id, up.first_name, up.last_name, up.nhance_branch_id')
->join('user_teams ut', 'ut.user_id = up.id')
->where('up.is_active', 1)
->where('ut.is_active', 1)
->where('up.role', 4)
->where('ut.team_id', 5)
->where('up.nhance_branch_id', $nhance_branch_id)
->get()
->getResultArray();
// ── Sales Head (Role 1 or 5) ─────────────────────────────────
} elseif (in_array($role, [1, 5])) {
$data['sales_manager_ids'] = array_column($data['users'], 'id');
$data['sales_role'] = 'Sales Head';
$data['users'] = $db->table('user_profiles up')
->select('up.id, up.first_name, up.last_name, up.nhance_branch_id')
->join('user_teams ut', 'ut.user_id = up.id')
->where('up.is_active', 1)
->where('ut.is_active', 1)
->where('up.role', 4)
->where('ut.team_id', 5)
->where('up.nhance_branch_id', $nhance_branch_id)
->get()
->getResultArray();
$ids = array_column($data['users'], 'id');
$data['sales_manager_ids'] = $ids;
$data['assigned_ids'] = $ids; // same value, both available
}
return $data;
@ -751,6 +773,138 @@ class SalesController extends BaseController
}
}
// ==================== SALES TARGET APIs ====================
/**
* Get all sales targets
* GET /api/sales/targets
*/
public function getTargets()
{
try {
$targets = $this->targetModel->findAll();
return $this->respond([
'status' => 'success',
'data' => $targets
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Get sales target by user
* GET /api/sales/targets/user/{userId}
*/
public function getTargetByUser($userId)
{
try {
$targets = $this->targetModel->where('user_id', $userId)->findAll();
return $this->respond([
'status' => 'success',
'data' => $targets
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Get sales target by FY year
* GET /api/sales/targets/fy/{fyYear}
*/
public function getTargetByFY($fyYear)
{
try {
$targets = $this->targetModel->where('fy_year', $fyYear)->findAll();
return $this->respond([
'status' => 'success',
'data' => $targets
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Create sales target
* POST /api/sales/targets
*/
public function createTarget()
{
try {
$data = $this->request->getJSON(true);
$data['created_by'] = $this->getUserId();
$data['updated_by'] = $this->getUserId();
if (!$this->targetModel->insert($data)) {
return $this->fail($this->targetModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$targetId = $this->targetModel->getInsertID();
$target = $this->targetModel->find((int)$targetId);
return $this->respondCreated([
'status' => 'success',
'message' => 'Sales target created successfully',
'data' => $target
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Update sales target
* PUT /api/sales/targets/{id}
*/
public function updateTarget($id)
{
try {
$target = $this->targetModel->find((int)$id);
if (!$target) {
return $this->failNotFound('Sales target not found');
}
$data = $this->request->getJSON(true);
$data['updated_by'] = $this->getUserId();
if (!$this->targetModel->update($id, $data)) {
return $this->fail($this->targetModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$updatedTarget = $this->targetModel->find((int)$id);
return $this->respond([
'status' => 'success',
'message' => 'Sales target updated successfully',
'data' => $updatedTarget
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Delete sales target
* DELETE /api/sales/targets/{id}
*/
public function deleteTarget($id)
{
try {
$target = $this->targetModel->find((int)$id);
if (!$target) {
return $this->failNotFound('Sales target not found');
}
$this->targetModel->delete((int)$id);
return $this->respondDeleted([
'status' => 'success',
'message' => 'Sales target deleted successfully'
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
// ==================== HELPER METHODS ====================
/**
@ -773,52 +927,23 @@ class SalesController extends BaseController
// ==================== Dashboard ====================
public function dashboard(){
$logged_user_id = get_session_userid();
$role = get_role_id();
$team_id = user_team();
public function dashboard()
{
$payload = $this->request->getGet();
$base = $this->getSalesStaffData();
$salesRole = $base['sales_role'];
$salesManagerIds = $base['sales_manager_ids'];
$userId = get_session_userid();
$db = \Config\Database::connect();
// Get branch id from users array
$nhanceBranchId = $base['users'][0]['nhance_branch_id'] ?? null;
$row = $db->table('user_profiles')
->select('*')
->where('is_active', 1)
->where('id', $logged_user_id)
->get()
->getRowArray();
$nhance_branch_id = $row ? $row['nhance_branch_id'] : null;
// dd($logged_user_id, $nhance_branch_id, $role, $team_id );
if (in_array($role,[1,5])) {
$sales_manager_ids = array_column(
$db->table('user_profiles up')
->select('up.id')
->join('user_teams ut', 'ut.user_id = up.id')
->where([
'up.is_active' => 1,
'ut.is_active' => 1,
'up.role' => 4,
'ut.team_id' => 5,
'up.nhance_branch_id' => $nhance_branch_id
])
->get()
->getResultArray(),
'id'
);
$this->branchLevelDashboard($nhance_branch_id,$sales_manager_ids);
}
elseif ($role == 4 && in_array(5, $team_id)) {
$sales_manager_ids = [$logged_user_id];
$this->salesManagerLevelDashboard($logged_user_id,$sales_manager_ids, $payload);
if ($salesRole === 'Sales Head') {
$this->branchLevelDashboard($nhanceBranchId, $salesManagerIds);
} elseif ($salesRole === 'Sales Manager') {
$this->salesManagerLevelDashboard($userId, $salesManagerIds,$payload);
}
}
}
public function branchLevelDashboard($branchId,$sales_manager_ids)
{
@ -1093,9 +1218,23 @@ class SalesController extends BaseController
/* ---------------- SUMMARY ---------------- */
$summary = ucfirst($input['activity_type']) .
' with ' .
$lead_data['company_name'];
$activityType = ucfirst($input['activity_type']);
$prepositionMap = [
'Email' => 'to',
'Call' => 'with',
'Meeting' => 'with',
'Visit' => 'to',
'Demo' => 'with',
'Share Docs' => 'to',
'To Do' => 'for'
];
$preposition = $prepositionMap[$activityType] ?? 'with';
$summary = "Activity scheduled : {$activityType} {$preposition} {$lead_data['company_name']}";
/* ---------------- GOOGLE PAYLOAD ---------------- */

View File

@ -567,6 +567,8 @@ class VidalApiController extends BaseController
// dd($TicketData);
log_message('error', "VIDAL - Claim Status | Total tickets fetched for status update: " . count($TicketData));
if (!$TicketData) {
log_message('error', "VIDAL - Claim Status | Claims not found to update status");
return $this->response->setJSON(['status' => false,'message' => 'Claims not found' ]);
@ -599,7 +601,12 @@ class VidalApiController extends BaseController
if ($response['status'] != true || empty($response['data']['data']['claims'][0])) {
log_message('error', 'VIDAL - Claim Status FAILED | for ticket ID: ' . $claimId.' | response: '.json_encode($response));
$error_data[$claimId][['status' => false,'message' => 'API call failed.','data' => $response]];
$error_data[$claimId] = [
'status' => false,
'message' => 'API call failed.',
'data' => $response
];
continue;
}
// Extract claim status

View File

@ -766,18 +766,18 @@ if(!function_exists('query_construct_for_emp_policy_id')){
$gst_alise = '';
}
$subQuery .= "SELECT " . intval($index) . $row_id_alise;
$subQuery .= "'" . $employee[$col_index['emp_name']] . "'" . $emp_name_alise;
$subQuery .= "'" . $employee[$col_index['emp_code']] . "'" . $emp_code_alise;
$subQuery .= "'" . $employee[$col_index['emp_dob']] . "'" . $emp_dob_alise;
$subQuery .= "'" . $employee[$col_index['emp_gender']] . "'" . $emp_gender_alise;
$subQuery .= "'" . $employee[$col_index['pre_existing_alignments']] . "'" . $pre_existing_alignments_alise;
$subQuery .= "'" . $employee[$col_index['basic_cover_si']] . "'" . $basic_cover_si_alise;
$subQuery .= "'" . $employee[$col_index['emp_relationship']] . "'" . $emp_relationship_alise;
$subQuery .= "'" . $employee[$col_index['policy_end_date']] . "'" . $policy_end_date_alise;
$subQuery .= "'" . $employee[$col_index['days']] . "'" . $days_alise;
$subQuery .= "'" . $employee[$col_index['premium']] . "'" . $premium_alise;
$subQuery .= "'" . $employee[$col_index['rata_premimum']] . "'" . $rata_premimum_alise;
$subQuery .= "'" . $employee[$col_index['gst']] . "'" . $gst_alise;
$subQuery .= $db->escape($employee[$col_index['emp_name']]) . $emp_name_alise;
$subQuery .= $db->escape($employee[$col_index['emp_code']]) . $emp_code_alise;
$subQuery .= $db->escape($employee[$col_index['emp_dob']]) . $emp_dob_alise;
$subQuery .= $db->escape($employee[$col_index['emp_gender']]) . $emp_gender_alise;
$subQuery .= $db->escape($employee[$col_index['pre_existing_alignments']]) . $pre_existing_alignments_alise;
$subQuery .= $db->escape($employee[$col_index['basic_cover_si']]) . $basic_cover_si_alise;
$subQuery .= $db->escape($employee[$col_index['emp_relationship']]) . $emp_relationship_alise;
$subQuery .= $db->escape($employee[$col_index['policy_end_date']]) . $policy_end_date_alise;
$subQuery .= $db->escape($employee[$col_index['days']]) . $days_alise;
$subQuery .= $db->escape($employee[$col_index['premium']]) . $premium_alise;
$subQuery .= $db->escape($employee[$col_index['rata_premimum']]) . $rata_premimum_alise;
$subQuery .= $db->escape($employee[$col_index['gst']]) . $gst_alise;
}
// Complete the query
@ -893,18 +893,18 @@ if(!function_exists('query_construct_second_stage')){
$gst_alise = '';
}
$subQuery .= "SELECT " . intval($index) . $row_id_alise;
$subQuery .= "'" . $employee[$col_index['emp_name']] . "'" . $emp_name_alise;
$subQuery .= "'" . $employee[$col_index['emp_code']] . "'" . $emp_code_alise;
$subQuery .= "'" . $employee[$col_index['emp_dob']] . "'" . $emp_dob_alise;
$subQuery .= "'" . $employee[$col_index['emp_gender']] . "'" . $emp_gender_alise;
$subQuery .= "'" . $employee[$col_index['pre_existing_alignments']] . "'" . $pre_existing_alignments_alise;
$subQuery .= "'" . $employee[$col_index['basic_cover_si']] . "'" . $basic_cover_si_alise;
$subQuery .= "'" . $employee[$col_index['emp_relationship']] . "'" . $emp_relationship_alise;
$subQuery .= "'" . $employee[$col_index['policy_end_date']] . "'" . $policy_end_date_alise;
$subQuery .= "'" . $employee[$col_index['days']] . "'" . $days_alise;
$subQuery .= "'" . $employee[$col_index['premium']] . "'" . $premium_alise;
$subQuery .= "'" . $employee[$col_index['rata_premimum']] . "'" . $rata_premimum_alise;
$subQuery .= "'" . $employee[$col_index['gst']] . "'" . $gst_alise;
$subQuery .= $db->escape($employee[$col_index['emp_name']]) . $emp_name_alise;
$subQuery .= $db->escape($employee[$col_index['emp_code']]) . $emp_code_alise;
$subQuery .= $db->escape($employee[$col_index['emp_dob']]) . $emp_dob_alise;
$subQuery .= $db->escape($employee[$col_index['emp_gender']]) . $emp_gender_alise;
$subQuery .= $db->escape($employee[$col_index['pre_existing_alignments']]) . $pre_existing_alignments_alise;
$subQuery .= $db->escape($employee[$col_index['basic_cover_si']]) . $basic_cover_si_alise;
$subQuery .= $db->escape($employee[$col_index['emp_relationship']]) . $emp_relationship_alise;
$subQuery .= $db->escape($employee[$col_index['policy_end_date']]) . $policy_end_date_alise;
$subQuery .= $db->escape($employee[$col_index['days']]) . $days_alise;
$subQuery .= $db->escape($employee[$col_index['premium']]) . $premium_alise;
$subQuery .= $db->escape($employee[$col_index['rata_premimum']]) . $rata_premimum_alise;
$subQuery .= $db->escape($employee[$col_index['gst']]) . $gst_alise;
}
// Complete the query

View File

@ -65,12 +65,23 @@ class DataServiceSqlite
$this->sqliteDb->exec($sql);
}
private const ALLOWED_TABLES = ['http', 'log'];
public function insertData(array $data, string $tableName): bool
{
log_message('error', 'SQLite insert called: ');
if (!in_array($tableName, self::ALLOWED_TABLES, true)) {
log_message('error', 'SQLite insert rejected: invalid table name: ' . $tableName);
return false;
}
unset($data['context']);
$columns = implode(', ', array_keys($data));
// print_r($columns);
$safeColumns = array_map(function ($col) {
return preg_replace('/[^a-zA-Z0-9_]/', '', $col);
}, array_keys($data));
$columns = implode(', ', $safeColumns);
$placeholders = implode(', ', array_fill(0, count($data), '?'));
$sql = "INSERT INTO $tableName ($columns) VALUES ($placeholders)";

View File

@ -228,8 +228,14 @@ class ClientModel extends Model
return $result;
}
private const ALLOWED_CONTACT_FIELDS = ['email', 'mobile', 'phone', 'name', 'contact_name', 'contact_email', 'contact_mobile'];
public function isDuplicateByClientBranch($value, $field, $clientId, $branchId)
{
if (!in_array($field, self::ALLOWED_CONTACT_FIELDS, true)) {
throw new \InvalidArgumentException("Invalid field name: {$field}");
}
$builder = $this->db->table('level_contacts lc')
->select('lc.id')
->join('client_branch cb', 'lc.ref_id = cb.id', 'left')

View File

@ -1146,6 +1146,8 @@ class EmployeePolicyModel extends Model
$endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
$add_one_day = (int)$add_one_day;
$query = $this->db->query("
SELECT DISTINCT
a.id as endorsement_primarykey,
@ -1688,30 +1690,29 @@ class EmployeePolicyModel extends Model
public function bulkUpdate($emp_details)
{
// Extract IDs, tpa_ids, and uhids
$ids = array_column($emp_details, 'id');
$ids = array_map('intval', array_column($emp_details, 'id'));
$tpa_ids = array_column($emp_details, 'tpa_id');
$uhids = array_column($emp_details, 'uhid');
// Escape values for SQL
$escapedIds = array_map([$this->db, 'escape'], $ids);
// Escape string values for SQL
$escapedTpaIds = array_map([$this->db, 'escape'], $tpa_ids);
$escapedUhids = array_map([$this->db, 'escape'], $uhids);
// Construct the CASE statements
// Construct the CASE statements with int-cast IDs
$caseTpaId = array_map(function($id, $tpa_id) {
return "WHEN id = $id THEN $tpa_id";
}, $escapedIds, $escapedTpaIds);
return "WHEN id = {$id} THEN {$tpa_id}";
}, $ids, $escapedTpaIds);
$caseUhid = array_map(function($id, $uhid) {
return "WHEN id = $id THEN $uhid";
}, $escapedIds, $escapedUhids);
return "WHEN id = {$id} THEN {$uhid}";
}, $ids, $escapedUhids);
// Convert cases to a string
$caseTpaIdString = implode(' ', $caseTpaId);
$caseUhidString = implode(' ', $caseUhid);
// Convert ids to a string
$idsString = implode(', ', $escapedIds);
$idsString = implode(', ', $ids);
// Construct the SQL query
$sql = "
@ -1837,18 +1838,19 @@ class EmployeePolicyModel extends Model
$groupKeys = [];
foreach ($endorsement_details as $row) {
$groupKey = $this->db->escape($row['group_key']);
$groupKey = (int)$row['group_key'];
$endorsementId = $this->db->escape($row['endorsement_id']);
$caseParts[] = "WHEN group_key = {$groupKey} THEN {$endorsementId}";
$groupKeys[] = $groupKey;
}
$groupKeysStr = implode(', ', $groupKeys);
$sql = "
UPDATE emp_endorsement
SET
endorsement_id = CASE " . implode(' ', $caseParts) . " END,
status = 'complete'
WHERE group_key IN (" . implode(', ', $groupKeys) . ")
WHERE group_key IN ({$groupKeysStr})
";
$this->db->query($sql);
@ -1866,26 +1868,37 @@ class EmployeePolicyModel extends Model
public function bulkUpdateForCorrection($emp_details){
$ids = [];
$caseStatements = [];
$employeeTableFields = $this->db->getFieldNames('employees');
foreach ($emp_details as $employee) {
$id = $this->db->escape($employee['id']);
$id = (int)$employee['id'];
$ids[] = $id;
foreach ($employee as $field => $value) {
if ($field === 'id') continue;
$safeField = preg_replace('/[^a-zA-Z0-9_]/', '', $field);
if (!in_array($safeField, $employeeTableFields, true)) {
continue;
}
$escapedValue = $this->db->escape($value);
if (!isset($caseStatements[$field])) {
$caseStatements[$field] = [];
if (!isset($caseStatements[$safeField])) {
$caseStatements[$safeField] = [];
}
$caseStatements[$field][] = "WHEN id = $id THEN $escapedValue";
$caseStatements[$safeField][] = "WHEN id = {$id} THEN {$escapedValue}";
}
}
// Construct the CASE strings
$caseStrings = [];
foreach ($caseStatements as $field => $cases) {
$caseStrings[] = "$field = CASE " . implode(' ', $cases) . " END";
$caseStrings[] = "{$field} = CASE " . implode(' ', $cases) . " END";
}
// Convert ids to a string
@ -1941,7 +1954,7 @@ class EmployeePolicyModel extends Model
->getRowArray();
// Determine if one day should be added for deletion
$add_one_day = (!empty($result) && $result['deletion_add_day'] == 1) ? 1 : 0;
$add_one_day = (int)((!empty($result) && $result['deletion_add_day'] == 1) ? 1 : 0);
$query = $this->db->query("
@ -2130,14 +2143,17 @@ class EmployeePolicyModel extends Model
$caseEndorsementId = "CASE ";
$ids = [];
foreach ($array as $item) {
$caseStatus .= "WHEN id = {$item['id']} THEN '{$item['status']}' ";
$caseEndorsementId .= "WHEN id = {$item['id']} THEN '{$item['endorsement_id']}' ";
$ids[] = $item['id'];
$safeId = (int)$item['id'];
$safeStatus = $this->db->escape($item['status']);
$safeEndorsementId = $this->db->escape($item['endorsement_id']);
$caseStatus .= "WHEN id = {$safeId} THEN {$safeStatus} ";
$caseEndorsementId .= "WHEN id = {$safeId} THEN {$safeEndorsementId} ";
$ids[] = $safeId;
}
$caseStatus .= "END";
$caseEndorsementId .= "END";
$ids = implode(',', $ids);
$query = "UPDATE emp_endorsement SET status = $caseStatus, endorsement_id = $caseEndorsementId WHERE id IN ($ids);"; // Execute the query
$query = "UPDATE emp_endorsement SET status = $caseStatus, endorsement_id = $caseEndorsementId WHERE id IN ($ids);";
$this->db->query($query);
}

View File

@ -127,6 +127,22 @@
return $data;
}
private const ALLOWED_DATE_TYPES = [
'policy_issue_date',
'policy_start_date',
'policy_end_date',
'created_at',
'updated_at',
];
private function validateDateType($date_type)
{
if (!in_array($date_type, self::ALLOWED_DATE_TYPES, true)) {
throw new \InvalidArgumentException("Invalid date_type: {$date_type}");
}
return $date_type;
}
// BDS Report OLD Functin for QUERY
// public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
public function getBDSReportListOld($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
@ -282,11 +298,12 @@
// Check if the start date and end date are provided
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
} else {
// $fromDate = date('Y-m-d', strtotime('-30 days'));
@ -835,18 +852,16 @@
// Check if the start date and end date are provided
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
// ->where('policy_transaction.' . $date_type . '<=', $endDate);
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
}
@ -1064,6 +1079,7 @@
// Optimize Date Filtering
if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
$this->validateDateType($date_type);
$startDate = change_date_format($start_date, 'd/m/Y', 'Y-m-d 00:00:00');
$endDate = change_date_format($end_date, 'd/m/Y', 'Y-m-d 23:59:59');
@ -1165,6 +1181,7 @@
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = change_date_format($start_date, 'd/m/Y', 'Y-m-d 00:00:00');
$endDate = change_date_format($end_date, 'd/m/Y', 'Y-m-d 23:59:59');
@ -1172,8 +1189,8 @@
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
@ -1349,18 +1366,16 @@
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
// ->where('policy_transaction.' . $date_type . '<=', $endDate);
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
@ -1463,18 +1478,16 @@
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
// ->where('policy_transaction.' . $date_type . '<=', $endDate);
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
@ -1574,18 +1587,16 @@
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
// ->where('policy_transaction.' . $date_type . '<=', $endDate);
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
@ -1689,18 +1700,16 @@
// Date range filtering
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
// ->where('policy_transaction.' . $date_type . '<=', $endDate);
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
$fromDate = date('Y-m-d', strtotime('-90 days'));
@ -2364,6 +2373,7 @@
}
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
@ -2489,6 +2499,7 @@
// 3. Date condition (except statement_month)
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
@ -3080,6 +3091,7 @@
// 3. Date condition (except statement_month)
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));

View File

@ -38,7 +38,7 @@ class SalesActivityModel extends Model
// Validation
protected $validationRules = [
'lead_id' => 'required|integer',
'activity_type' => 'required|in_list[Call,Email,Meeting,Demo,Share,Todo,Visit]',
'activity_type' => 'required|in_list[Call,Email,Meeting,Visit,Demo,Share Docs,To Do]',
'notes' => 'required',
'scheduled_date' => 'required',
'assigned_to' => 'required|integer',
@ -102,7 +102,7 @@ class SalesActivityModel extends Model
$assignedToIds = is_array($assigned_to) ? $assigned_to : explode(',', $assigned_to);
// Now it is guaranteed to be an array, making whereIn perfectly safe
$this->whereIn('sales_actual_leads.assigned_to', $assignedToIds);
$this->whereIn('sales_activities.assigned_to', $assignedToIds);
}

View File

@ -0,0 +1,38 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class SalesTargetModel extends Model
{
protected $table = 'sales_target';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'user_id',
'fy_year',
'target_amount',
'created_by',
'updated_by'
];
protected $useTimestamps = true;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
protected $validationRules = [
'user_id' => 'required|integer',
'fy_year' => 'required|max_length[9]',
'target_amount' => 'required|decimal',
];
protected $validationMessages = [
'user_id' => ['required' => 'User is required'],
'fy_year' => ['required' => 'Financial year is required'],
'target_amount' => ['required' => 'Target amount is required', 'decimal' => 'Target amount must be a valid number'],
];
}

View File

@ -1,5 +1,4 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
@ -12,7 +11,7 @@ class TicketMasterModel extends Model
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $protectFields = true;
protected $allowedFields = [
protected $allowedFields = [
'id',
'ticket_type_id',
'feedback_json',
@ -79,9 +78,9 @@ class TicketMasterModel extends Model
'approved_description',
'file_id',
'denial_letter',
'manager_id',
'agent_id' ,
'agent_id',
'vehicle_id',
'hospital_address',
@ -98,17 +97,16 @@ class TicketMasterModel extends Model
];
// Callbacks
protected $allowCallbacks = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $afterInsert = [];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected $afterUpdate = [];
protected $beforeFind = [];
protected $afterFind = [];
protected $beforeDelete = [];
protected $afterDelete = [];
protected $allowCallbacks = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $afterInsert = [];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected $afterUpdate = [];
protected $beforeFind = [];
protected $afterFind = [];
protected $beforeDelete = [];
protected $afterDelete = [];
protected function checkAndADDCreatedByValue(array $data)
{
@ -150,15 +148,15 @@ class TicketMasterModel extends Model
public function getTemplateDataByTicketID($ticket_id)
{
$template_data = $this
->select("ticket_mail_template.*, CASE
WHEN employees.email_corporate IS NULL OR employees.email_corporate = ''
THEN ticket_master.emp_mail
ELSE employees.email_corporate
->select("ticket_mail_template.*, CASE
WHEN employees.email_corporate IS NULL OR employees.email_corporate = ''
THEN ticket_master.emp_mail
ELSE employees.email_corporate
END as emp_mail, ,ticket_master.claim_status_id")
->join('ticket_claim_status', 'ticket_master.claim_status_id = ticket_claim_status.id and ticket_claim_status.is_active = 1')
->join('ticket_mail_template', '
ticket_claim_status.trigger_type = ticket_mail_template.trigger_type
and ticket_claim_status.ticket_type = ticket_mail_template.ticket_type
ticket_claim_status.trigger_type = ticket_mail_template.trigger_type
and ticket_claim_status.ticket_type = ticket_mail_template.ticket_type
and ticket_mail_template.is_active = 1')
->join('employees', 'employees.id = ticket_master.emp_id', 'left')
->where('ticket_master.id', $ticket_id)
@ -173,11 +171,11 @@ class TicketMasterModel extends Model
{
$ticket_data = $this->select("
ticket_master.*,
CASE
WHEN employees.email_corporate IS NULL OR employees.email_corporate = ''
THEN ticket_master.emp_mail
ELSE employees.email_corporate
END as emp_mail,
CASE
WHEN employees.email_corporate IS NULL OR employees.email_corporate = ''
THEN ticket_master.emp_mail
ELSE employees.email_corporate
END as emp_mail,
user_profiles.first_name as acm,
user_profiles.mobile as acm_mobile,
@ -205,7 +203,7 @@ class TicketMasterModel extends Model
//get TAT report BAND wise Data
// public function getTATReport($ticket_type = null, $start_date = null, $end_date = null)
// {
// {
// //set default last 3 months data date
// $fromDate = date('Y-m-d', strtotime('-90 days'));
// $toDate = date('Y-m-d 23:59:59');
@ -222,9 +220,9 @@ class TicketMasterModel extends Model
// }
// // Fetch claim statuses from the `ticket_claim_status` table
// $statusQuery = " SELECT
// $statusQuery = " SELECT
// id, claim_status, ticket_type
// FROM ticket_claim_status
// FROM ticket_claim_status
// Where is_active = 1
// $ticket_type_data_1
// ";
@ -273,7 +271,6 @@ class TicketMasterModel extends Model
// $dynamicSelect = rtrim($dynamicSelect, ', ');
// // dd($dynamicSelect);
// // Construct the full SQL query
// $sql = "
// SELECT
@ -326,7 +323,7 @@ class TicketMasterModel extends Model
// WHERE
// tm.ticket_type_id = tcs.id
// $ticket_type_data_2
// AND tm.created_at >= '$fromDate'
// AND tm.created_at >= '$fromDate'
// AND tm.created_at <= '$toDate'
// AND tm.is_active = 1
// AND th.is_active = 1
@ -371,9 +368,9 @@ class TicketMasterModel extends Model
// }
// // Fetch claim statuses from the `ticket_claim_status` table
// $statusQuery = " SELECT
// $statusQuery = " SELECT
// id, claim_status, ticket_type
// FROM ticket_claim_status
// FROM ticket_claim_status
// Where is_active = 1
// $ticket_type_data_1
// ";
@ -422,7 +419,6 @@ class TicketMasterModel extends Model
// $dynamicSelect = rtrim($dynamicSelect, ', ');
// // dd($dynamicSelect);
// // Construct the full SQL query
// $sql = "
// SELECT
@ -451,20 +447,20 @@ class TicketMasterModel extends Model
// FROM
// ticket_master tm
// LEFT JOIN (
// SELECT
// th.ticket_id,
// SELECT
// th.ticket_id,
// th.new_value AS claim_status_id,
// MAX(th.created_at) AS change_date
// FROM
// ticket_history th
// WHERE
// FROM
// ticket_history th
// WHERE
// th.field_name = 'claim_status_id'
// AND th.is_active = 1
// GROUP BY
// GROUP BY
// th.ticket_id, th.new_value
// ) AS latest_status ON latest_status.ticket_id = tm.id
// WHERE tm.is_active = 1
// AND tm.created_at >= '$fromDate'
// AND tm.created_at >= '$fromDate'
// AND tm.created_at <= '$toDate'
// " . (!empty($ticket_type) ? " AND tm.ticket_type_id = $ticket_type" : "") . "
// GROUP BY tm.id, latest_status.claim_status_id, latest_status.change_date, tm.created_at
@ -493,33 +489,33 @@ class TicketMasterModel extends Model
{
// Set default date range (last 90 days)
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
$toDate = date('Y-m-d 23:59:59');
if (! empty($start_date) && ! empty($end_date)) {
$fromDate = change_date_format($start_date);
$toDate = change_date_format($end_date);
$toDate = change_date_format($end_date);
}
// Get all active claim statuses
$statusQuery = $this->db->table('ticket_claim_status')
->select('id, claim_status')
->where('is_active', 1)
->orderBy('id', 'ASC');
if (!empty($ticket_type)) {
if (! empty($ticket_type)) {
$statusQuery->where('ticket_type', $ticket_type);
}
$statusResult = $statusQuery->get()->getResultArray();
// Create a list of all TAT categories we want in the output
$tatCategories = [
'Above 20 Days',
'13-20 Days',
'13-20 Days',
'7-12 Days',
'0-6 Days'
'0-6 Days',
];
// Initialize the result array with all TAT categories
$result = [];
foreach ($tatCategories as $category) {
@ -529,39 +525,39 @@ class TicketMasterModel extends Model
}
$result[] = $row;
}
// Get the base query for ticket counts by status and TAT category
$query = $this->db->table('ticket_master tm')
->select([
'tcs.claim_status',
'CASE
WHEN DATEDIFF(CURDATE(), COALESCE(
(SELECT MAX(th.created_at)
FROM ticket_history th
WHERE th.ticket_id = tm.id
(SELECT MAX(th.created_at)
FROM ticket_history th
WHERE th.ticket_id = tm.id
AND th.field_name = "claim_status_id"
AND th.is_active = 1),
tm.created_at
)) BETWEEN 0 AND 6 THEN "0-6 Days"
WHEN DATEDIFF(CURDATE(), COALESCE(
(SELECT MAX(th.created_at)
FROM ticket_history th
WHERE th.ticket_id = tm.id
(SELECT MAX(th.created_at)
FROM ticket_history th
WHERE th.ticket_id = tm.id
AND th.field_name = "claim_status_id"
AND th.is_active = 1),
tm.created_at
)) BETWEEN 7 AND 12 THEN "7-12 Days"
WHEN DATEDIFF(CURDATE(), COALESCE(
(SELECT MAX(th.created_at)
FROM ticket_history th
WHERE th.ticket_id = tm.id
(SELECT MAX(th.created_at)
FROM ticket_history th
WHERE th.ticket_id = tm.id
AND th.field_name = "claim_status_id"
AND th.is_active = 1),
tm.created_at
)) BETWEEN 13 AND 20 THEN "13-20 Days"
ELSE "Above 20 Days"
END AS tat_category',
'COUNT(*) AS count'
'COUNT(*) AS count',
])
->join('ticket_claim_status tcs', 'tcs.id = tm.claim_status_id AND tcs.is_active = 1')
->where('tm.is_active', 1)
@ -569,23 +565,23 @@ class TicketMasterModel extends Model
->where('tm.created_at <=', $toDate)
->groupBy('tcs.claim_status, tat_category')
->orderBy('FIELD(tat_category, "Above 20 Days", "13-20 Days", "7-12 Days", "0-6 Days")');
if (!empty($ticket_type)) {
if (! empty($ticket_type)) {
$query->where('tm.ticket_type_id', $ticket_type);
}
$countResults = $query->get()->getResultArray();
// Populate the result array with actual counts
foreach ($countResults as $row) {
foreach ($result as &$categoryRow) {
if ($categoryRow['TAT_Category'] === $row['tat_category']) {
$categoryRow[$row['claim_status']] = (int)$row['count'];
$categoryRow[$row['claim_status']] = (int) $row['count'];
break;
}
}
}
return $result;
}
@ -593,21 +589,21 @@ class TicketMasterModel extends Model
{
$ticket_type_data_1 = "";
$ticket_type_data_2 = "";
$statusBinds = [];
$statusBinds = [];
if (!empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = :policy_type:";
$ticket_type_data_2 = "AND master.ticket_type_id = :policy_type:";
if (! empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = :policy_type:";
$ticket_type_data_2 = "AND master.ticket_type_id = :policy_type:";
$statusBinds['policy_type'] = $policy_type;
}
// Fetch claim statuses dynamically
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusResult = $this->db->query($statusQuery, $statusBinds)->getResultArray();
// Initialize dynamic query parts
$dynamicSelect = '';
$dynamicTotal = '';
$dynamicSelect = '';
$dynamicTotal = '';
$dynamicClosedTotal = '';
// Loop through each claim status and generate the CASE statements
@ -624,7 +620,7 @@ class TicketMasterModel extends Model
'UNDER PROCESS - INVESTIGATION STATUS',
'UNDER PROCESS - QUERY DOCUMENT RECEIVED',
'APPROVED',
'PAYMENT INITIATED'
'PAYMENT INITIATED',
])) {
$dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
}
@ -638,34 +634,34 @@ class TicketMasterModel extends Model
}
// Remove the trailing commas and `+` signs
$dynamicSelect = rtrim($dynamicSelect, ', ');
$dynamicTotal = rtrim($dynamicTotal, ' +');
$dynamicSelect = rtrim($dynamicSelect, ', ');
$dynamicTotal = rtrim($dynamicTotal, ' +');
$dynamicClosedTotal = rtrim($dynamicClosedTotal, ' +');
// print_rr($dynamicSelect);
// Construct the final SQL query
$sql = "
SELECT
SELECT
tpa.id as TPA_ID,
tpa.name AS TPA_NAME,
$dynamicSelect,
($dynamicTotal) AS TOTAL,
($dynamicClosedTotal) AS CLEARED_TOTAL
FROM
FROM
ticket_master master
JOIN
JOIN
tpa ON master.tpa_id = tpa.id AND tpa.is_active = 1
WHERE
WHERE
master.created_at BETWEEN :start_date: AND :end_date:
AND master.is_active = 1
$ticket_type_data_2
GROUP BY
GROUP BY
tpa.id;
";
// Execute the query
$binds = ["start_date"=>$start_date,"end_date"=>$end_date];
$binds = ["start_date" => $start_date, "end_date" => $end_date];
// Merge policy_type binds if present
if (!empty($statusBinds)) {
if (! empty($statusBinds)) {
$binds = array_merge($binds, $statusBinds);
}
$result = $this->db->query($sql, $binds)->getResultArray();
@ -680,28 +676,27 @@ class TicketMasterModel extends Model
if ($policy_type == 1) {
$ticket_type_data_1 = "";
$ticket_type_data_2 = "";
$statusBinds = [];
$statusBinds = [];
if (!empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = :policy_type:";
$ticket_type_data_2 = "AND master.ticket_type_id = :policy_type:";
if (! empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = :policy_type:";
$ticket_type_data_2 = "AND master.ticket_type_id = :policy_type:";
$statusBinds['policy_type'] = $policy_type;
}
// Fetch claim statuses dynamically
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusResult = $this->db->query($statusQuery,$statusBinds)->getResultArray();
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusResult = $this->db->query($statusQuery, $statusBinds)->getResultArray();
// Initialize dynamic query parts
$dynamicSelect = '';
$dynamicTotal = '';
$dynamicTotal = '';
// Loop through each claim status and generate the CASE statements
foreach ($statusResult as $status) {
$dynamicSelect .= "
COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) AS `{$status['claim_status']}`, ";
// Include in total count
$dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
@ -711,54 +706,54 @@ class TicketMasterModel extends Model
// Remove the trailing commas and `+` signs
$dynamicSelect = rtrim($dynamicSelect, ', ');
$dynamicTotal = rtrim($dynamicTotal, ' +');
$dynamicTotal = rtrim($dynamicTotal, ' +');
// print_rr($dynamicSelect);
// Construct the final SQL query
$sql = "
SELECT
SELECT
user_profiles.id as ACM_ID,
user_profiles.first_name AS ACM_NAME,
$dynamicSelect,
($dynamicTotal) AS TOTAL
FROM
FROM
ticket_master master
JOIN
JOIN
user_profiles ON master.acm_id = user_profiles.id AND user_profiles.is_active = 1
WHERE
WHERE
master.created_at BETWEEN :start_date: AND :end_date:
AND master.is_active = 1
$ticket_type_data_2
GROUP BY
GROUP BY
user_profiles.id;
";
$binds = ["start_date"=>$start_date,"end_date"=>$end_date];
// Merge policy_type binds if present
if (!empty($statusBinds)) {
$binds = ["start_date" => $start_date, "end_date" => $end_date];
// Merge policy_type binds if present
if (! empty($statusBinds)) {
$binds = array_merge($binds, $statusBinds);
}
$result = $this->db->query($sql,$binds)->getResultArray();
$result = $this->db->query($sql, $binds)->getResultArray();
// print_rr(count(($result)));
// print_rr($this->db->lastQuery);die();
return $result;
} else {
$ticket_type_data_1 = "";
$ticket_type_data_2 = "";
$statusBinds = [];
$statusBinds = [];
if (!empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = :policy_type:";
$ticket_type_data_2 = "AND master.ticket_type_id = :policy_type:";
if (! empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = :policy_type:";
$ticket_type_data_2 = "AND master.ticket_type_id = :policy_type:";
$statusBinds['policy_type'] = $policy_type;
}
// Fetch claim statuses dynamically
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusResult = $this->db->query($statusQuery,$statusBinds)->getResultArray();
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusResult = $this->db->query($statusQuery, $statusBinds)->getResultArray();
// Initialize dynamic query parts
$dynamicSelect = '';
$dynamicTotal = '';
$dynamicSelect = '';
$dynamicTotal = '';
$dynamicClosedTotal = '';
// Loop through each claim status and generate the CASE statements
@ -773,7 +768,7 @@ class TicketMasterModel extends Model
'INSURER PENDING',
'INVESTIGATION',
'APPROVED',
'ON HOLD'
'ON HOLD',
])) {
$dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
}
@ -787,52 +782,51 @@ class TicketMasterModel extends Model
}
// Remove the trailing commas and `+` signs
$dynamicSelect = rtrim($dynamicSelect, ', ');
$dynamicTotal = rtrim($dynamicTotal, ' +');
$dynamicSelect = rtrim($dynamicSelect, ', ');
$dynamicTotal = rtrim($dynamicTotal, ' +');
$dynamicClosedTotal = rtrim($dynamicClosedTotal, ' +');
// print_rr($dynamicSelect);
// Construct the final SQL query
$sql = "
SELECT
SELECT
user_profiles.id as ACM_ID,
user_profiles.first_name AS ACM_NAME,
$dynamicSelect,
($dynamicTotal) AS TOTAL,
($dynamicClosedTotal) AS CLEARED_TOTAL
FROM
FROM
ticket_master master
JOIN
JOIN
user_profiles ON master.acm_id = user_profiles.id AND user_profiles.is_active = 1
WHERE
WHERE
master.created_at BETWEEN :start_date: AND :end_date:
AND master.is_active = 1
$ticket_type_data_2
GROUP BY
GROUP BY
user_profiles.id;
";
$binds = ["start_date"=>$start_date,"end_date"=>$end_date];
$binds = ["start_date" => $start_date, "end_date" => $end_date];
// Execute the query
// Merge policy_type binds if present
if (!empty($statusBinds)) {
// Merge policy_type binds if present
if (! empty($statusBinds)) {
$binds = array_merge($binds, $statusBinds);
}
$result = $this->db->query($sql,$binds)->getResultArray();
$result = $this->db->query($sql, $binds)->getResultArray();
// print_rr($this->db->lastQuery);die();
return $result;
}
}
//api
public function get_ticket_data($emp_id, $returnType,$ticket_type = null, $ticket_id = null)
public function get_ticket_data($emp_id, $returnType, $ticket_type = null, $ticket_id = null)
{
$query = $this->select("
ticket_master.*,
tms.mail_subject as subject,
ticket_master.*,
tms.mail_subject as subject,
tms.id as ticket_message_id,
(
SELECT th1.old_value
@ -854,11 +848,11 @@ class TicketMasterModel extends Model
$query->whereIn('sender', ['staff', 'user']);
$query->where('ticket_master.emp_id', $emp_id);
if (!empty($ticket_id)) {
if (! empty($ticket_id)) {
$query->where('ticket_master.id', $ticket_id);
}
if (!empty($ticket_type)) {
if (! empty($ticket_type)) {
$query->where('ticket_master.ticket_type_id', $ticket_type);
}
@ -879,9 +873,9 @@ class TicketMasterModel extends Model
->select('tm.id, tm.ticket_type_id, tcs.claim_status, th.last_claim_status_change')
->join('ticket_claim_status tcs', 'tm.claim_status_id = tcs.id', 'left')
->join(
'(SELECT ticket_id, MAX(created_at) AS last_claim_status_change
FROM ticket_history
WHERE field_name = \'claim_status_id\'
'(SELECT ticket_id, MAX(created_at) AS last_claim_status_change
FROM ticket_history
WHERE field_name = \'claim_status_id\'
GROUP BY ticket_id) th',
'tm.id = th.ticket_id',
'left'
@ -898,8 +892,8 @@ class TicketMasterModel extends Model
$total = 0;
foreach ($statuses as $status) {
$alias = strtolower(str_replace(' ', '_', $status));
$summary[$alias] = 0;
$alias = strtolower(str_replace(' ', '_', $status));
$summary[$alias] = 0;
$summary[$alias . '_ids'] = '';
$dateLimit = $limit[$typeId][$status] ?? 3;
@ -911,19 +905,18 @@ class TicketMasterModel extends Model
if (
$row['claim_status'] === $status &&
(
!$row['last_claim_status_change'] ||
! $row['last_claim_status_change'] ||
$row['last_claim_status_change'] <= $threshold
)
) {
$summary[$alias]++;
$ticketIds[] = $row['id'];
if ($status == "APPROVED"|| $status == "SETTLED"|| $status == "CLOSED" ){
if ($status == "APPROVED" || $status == "SETTLED" || $status == "CLOSED") {
continue;
}
$total++;
}
}
@ -934,8 +927,8 @@ class TicketMasterModel extends Model
$summary['total'] = $total;
// Add approved but not settled IDs and count
$approvedNotSettled = $this->getNotSettledbutApprovedCount($typeId);
$summary['approved_not_settled'] = $approvedNotSettled['count'];
$approvedNotSettled = $this->getNotSettledbutApprovedCount($typeId);
$summary['approved_not_settled'] = $approvedNotSettled['count'];
$summary['approved_not_settled_ids'] = $approvedNotSettled['ticket_ids'];
$finalResults[$typeId] = $summary;
@ -960,13 +953,13 @@ class TicketMasterModel extends Model
$ids = $builder->get()->getRowArray();
// If no matching status IDs are found, return empty
if (!$ids) {
if (! $ids) {
return ['count' => 0, 'ticket_ids' => ''];
}
// Extract approved and settled status IDs
$approved_id = $ids['approved_id'];
$settled_id = $ids['settled_id'];
$settled_id = $ids['settled_id'];
// Subquery to get the latest approval time for each ticket
$subquery = $this->db->table('ticket_history')
@ -983,12 +976,12 @@ class TicketMasterModel extends Model
// Left join to find if there is a settled status for each ticket after approval
$builder->join(
'ticket_history th_settled',
"th_settled.ticket_id = tm.id
AND th_settled.field_name = 'claim_status_id'
AND th_settled.new_value = {$settled_id}
"th_settled.ticket_id = tm.id
AND th_settled.field_name = 'claim_status_id'
AND th_settled.new_value = {$settled_id}
AND th_settled.created_at > latest_approval.approved_time",
'left',
false // Important for raw ON condition
false// Important for raw ON condition
);
// Filtering conditions: not settled and approved time older than 12 days
@ -1001,7 +994,7 @@ class TicketMasterModel extends Model
$builder->select('tm.id');
// Execute the query
$query = $builder->get();
$query = $builder->get();
$ticketIds = array_column($query->getResultArray(), 'id'); // Extract the IDs
// Convert ticket IDs array to a comma-separated string
@ -1009,8 +1002,8 @@ class TicketMasterModel extends Model
// Return the count and comma-separated ticket IDs
return [
'count' => count($ticketIds),
'ticket_ids' => $ticketIdsString
'count' => count($ticketIds),
'ticket_ids' => $ticketIdsString,
];
}
@ -1024,8 +1017,8 @@ class TicketMasterModel extends Model
AND cp.is_active = 1
";
$binds = ["ticket_id"=>$ticket_id];
$query = $this->db->query($sql,$binds);
$binds = ["ticket_id" => $ticket_id];
$query = $this->db->query($sql, $binds);
if ($query && $query->getNumRows() > 0) {
$row = $query->getRowArray();
@ -1039,11 +1032,10 @@ class TicketMasterModel extends Model
public function getPolicyData($params)
{
$client_name = $params['client_name'] ?? null;
$client_name = $params['client_name'] ?? null;
$insurer_short_name = $params['insurer_short_name'] ?? null;
$tpa_short_name = $params['tpa_short_name'] ?? null;
$policy_no = $params['policy_no'] ?? null;
$tpa_short_name = $params['tpa_short_name'] ?? null;
$policy_no = $params['policy_no'] ?? null;
$builder = $this->db->table('client_policy');
$builder->select('client_policy.*');
@ -1055,19 +1047,19 @@ class TicketMasterModel extends Model
$builder->where('i.is_active', 1);
$builder->where('c.client_name', trim($client_name));
$builder->where('i.short_name', trim($insurer_short_name));
if(!empty($tpa_short_name)){
$builder->where('tpa.short_name', trim($tpa_short_name));
if (! empty($tpa_short_name)) {
$builder->where('tpa.short_name', trim($tpa_short_name));
}
$builder->where('client_policy.policy_no', trim($policy_no));
$query = $builder->get();
$query = $builder->get();
$result = $query->getResultArray();
// dd($this->db->getLastQuery());
return $result;
}
public function getTheClaimDetails($params)
{
{
$client_name = $params['client_name'] ?? null;
$policy_no = $params['policy_no'] ?? null;
$insurer_short_name = $params['insurer_short_name'] ?? null;
@ -1099,19 +1091,19 @@ class TicketMasterModel extends Model
$builder->where('ticket_master.claim_number', trim($claim_no));
$builder->where('ticket_master.relationship', trim($relationship));
if(!empty($tpa_short_name)){
$builder->where('tpa.short_name', trim($tpa_short_name));
if (! empty($tpa_short_name)) {
$builder->where('tpa.short_name', trim($tpa_short_name));
}
$query = $builder->get();
$query = $builder->get();
$result = $query->getResultArray();
return $result;
}
}
public function getEmployeeAndEmployeePolicyDetails($params)
{
{
$client_name = $params['client_name'] ?? null;
$emp_code = $params['emp_code'] ?? null;
$emp_name = $params['emp_name'] ?? null;
@ -1124,7 +1116,6 @@ class TicketMasterModel extends Model
// $emp_name = "Lokesh";
// $policy_no = "GMC-1999/2000/2021/2022";
$builder = $this->db->table('employees e');
$builder->select("
e.id as emp_id,
@ -1143,7 +1134,7 @@ class TicketMasterModel extends Model
cp.insurer_id,
cp.tpa_id,
cp.policy_no,
CASE
CASE
WHEN cp.policy_type_id = 2 THEN 1
WHEN cp.policy_type_id = 1 THEN 2
WHEN cp.policy_type_id = 6 THEN 3
@ -1165,7 +1156,7 @@ class TicketMasterModel extends Model
$builder->where('cp.policy_no', trim($policy_no));
$builder->where('LOWER(e.relationship)', strtolower('self'));
$query = $builder->get();
$query = $builder->get();
$result = $query->getRowArray();
return $result;
@ -1181,8 +1172,8 @@ class TicketMasterModel extends Model
$builder = $this->db->table('user_profiles');
$builder->select("user_profiles.*");
$builder->where('user_profiles.is_active', 1);
$builder->where('user_profiles.mobile', trim($acm_mobile));
$query = $builder->get();
$builder->where('user_profiles.mobile', trim($acm_mobile));
$query = $builder->get();
$result = $query->getRowArray();
return $result;
@ -1193,9 +1184,9 @@ class TicketMasterModel extends Model
public function getInsuredDetails($params)
{
$client_id = $params['client_id'] ?? null;
$client_id = $params['client_id'] ?? null;
$emp_code = $params['emp_code'] ?? null;
$policy_id = $params['client_policy_id'] ?? null;
$policy_id = $params['client_policy_id'] ?? null;
$insured_name = $params['insured_name'] ?? null;
$builder = $this->db->table('employees e');
@ -1220,7 +1211,7 @@ class TicketMasterModel extends Model
$builder->where('e.client_id', trim($client_id));
$builder->where('ep.client_policy_id', trim($policy_id));
$query = $builder->get();
$query = $builder->get();
$result = $query->getRowArray();
// dd($this->db->getLastQuery());
return $result;

View File

@ -245,7 +245,7 @@
<img src="<?= base_url() . "public"; ?>/assets/images/active_leads_and_bds_renewal.png" alt="Logo" height="14"
class="active_leads " style="display:none;">
&nbsp;&nbsp;
<span class="d-none d-sm-inline-block dash-tab dash-tab-font">Leads and BDS Renewals</span>
<span class="d-none d-sm-inline-block dash-tab dash-tab-font">Opportunities and BDS Renewals</span>
</a>
</li>
&nbsp;&nbsp;&nbsp;&nbsp;

View File

@ -2115,6 +2115,11 @@
<!-- <li>
<a href="<?= base_url('sales/page/Team') ?>"><i class="ri-bar-chart-line"></i> Sales Team </a>
</li> -->
<?php if (in_array(get_role_id(), [1, 5])){ ?>
<li>
<a href="<?= base_url('sales/loadtargets') ?>"><i class="ri-group-2-fill"></i>Sales Team Targets </a>
</li>
<?php } ?>
</ul>
</div>
</li>

View File

@ -347,7 +347,7 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID, user_
if (type == 1 && leadType != null && leadType == 1) {
$('.leadStatusTitle_1').show();
$('#main_tile').text(" Leads");
$('#main_tile').text("Opportunities");
}
if (type == 1 && leadType != null && leadType == 2) {

View File

@ -4,8 +4,8 @@
body { font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; background: #f5f5f5; color: #333; }
.main-content { flex: 1; display: flex; flex-direction: column; overflow: hidden; }
.btn-primary { background: #ff6b35; color: white; border: none; padding: 10px 20px; border-radius: 8px; cursor: pointer; font-size: 14px; font-weight: 500; transition: all 0.2s; }
.btn-primary:hover { background: #ff5722; transform: translateY(-1px); }
.btn-primary { background: #02a8b5; color: white; border: none; padding: 10px 20px; border-radius: 8px; cursor: pointer; font-size: 14px; font-weight: 500; transition: all 0.2s; }
.btn-primary:hover { background: #02a8b5; transform: translateY(-1px); }
.btn-complete { background: #4caf50; color: white; border: none;padding: 8px 16px; border-radius: 6px; cursor: pointer; font-size: 13px; transition: all 0.2s;}
.btn-complete:hover { background: #4caf50; transform: translateY(-1px); }
.btn-view { background: #f0f0f0; color: #666; border: none; padding: 8px 16px; border-radius: 6px; cursor: pointer; font-size: 13px; transition: all 0.2s;}
@ -14,7 +14,7 @@
/* 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.active { background: #ff6b35; color: white; border-color: #ff6b35; }
.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; }
@ -256,8 +256,8 @@
<button type="button" class="activity-type-btn d_activity_type" data-type="Meeting" onclick="selectType('Meeting', this)">📅 Meeting</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Visit" onclick="selectType('Visit', this)">🚗 Visit</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Demo" onclick="selectType('Demo', this)">🖥️ Demo</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Share" onclick="selectType('Share', this)">📄 Share Docs</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Todo" onclick="selectType('Todo', this)"> To Do</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Share Docs" onclick="selectType('Share Docs', this)">📄 Share Docs</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="To Do" onclick="selectType('To Do', this)"> To Do</button>
</div>
</div>
<div class="form-group">
@ -326,8 +326,8 @@
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Meeting', this)">📅 Meeting</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Visit', this)">🚗 Visit</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Demo', this)">🖥️ Demo</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Share', this)">📄 Share Docs</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Todo', this)"> To Do</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Share Docs', this)">📄 Share Docs</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('To Do', this)"> To Do</button>
</div>
@ -429,7 +429,15 @@ function resetFlatpicker(){
});
}
const activityIcons = { Call: "📞", Email: "✉️", Meeting: "📅", Visit: "🚗",Demo: "🖥️", Share: "📄", Todo: "" };
const activityIcons = {
"Call": "📞",
"Email": "✉️",
"Meeting": "📅",
"Visit": "🚗",
"Demo": "🖥️",
"Share Docs": "📄",
"To Do": ""
};
const salesManagerIds = <?= json_encode($sales_manager_ids ?? []) ?>;
const API = '<?= base_url('sales') ?>';
@ -441,6 +449,7 @@ let selectedFollowUpActivityType = '';
let currentPage = 1;
let limit = 10;
let currentOffset = 0;
const department = '<?= $sales_role ?>';
function openModal(id) { document.getElementById(id).classList.add('active'); resetFlatpicker(); }
@ -461,6 +470,7 @@ function closeModal(id) {
selectedType = 'Call';
$('#typeButtons .d_activity_type').removeClass('active');
$('#typeButtons .d_activity_type[data-type="Call"]').addClass('active');
fetchActivities(); // now i called because of Refresh the page .......
}
// Specific cleanup for "Complete" modal (hidden follow-up sections)
@ -652,7 +662,6 @@ async function fetchActivities(isLoadMore = false) {
// 2. Detail Logic
async function viewDetail(id) {
console.log("i am here");
lead_id = id;
let res = await fetch(`${API}/leads/${id}`);
let json = await res.json();
@ -740,6 +749,7 @@ function renderCard(opps) {
function renderTimeline(acts) {
const cont = document.getElementById('timelineContainer');
if (acts.length === 0) {
cont.classList.add('no-line');
@ -786,6 +796,7 @@ function renderTimeline(acts) {
}
function openActivityModal() {
document.getElementById('act_owner').value = global_lead_assigned_to;
document.getElementById('act_owner').dispatchEvent(new Event('change'));
document.getElementById('act_lead_id').value = lead_id;
@ -908,7 +919,7 @@ document.getElementById('activityForm').onsubmit = async (e) => {
toastr.success('Activity Created Successfully');
closeModal('activityModal');
if (flag === "frompopup") {
viewDetail(document.getElementById('act_lead_id').value);
viewDetail(actLead);
} else {
window.location.reload();
}

View File

@ -135,8 +135,8 @@
'Meeting' => '📅',
'Visit' => '🚗',
'Demo' => '🖥️',
'Share' => '📄',
'Todo' => '✓'
'Share Docs' => '📄',
'To Do' => '✓'
];
$icon = $activityIcons[$a['activity_type']] ?? '📌';
$statusClass = strtolower(str_replace(' ', '-', $a['status']));
@ -217,8 +217,8 @@
'Meeting' => ['color' => '#4299e1', 'icon' => '📅'],
'Visit' => ['color' => '#ecc94b', 'icon' => '🚗'],
'Demo' => ['color' => '#9f7aea', 'icon' => '🖥️'],
'Share' => ['color' => '#ed8936', 'icon' => '📄'],
'Todo' => ['color' => '#718096', 'icon' => '✓'],
'Share Docs' => ['color' => '#ed8936', 'icon' => '📄'],
'To Do' => ['color' => '#718096', 'icon' => '✓'],
];
?>
@ -248,14 +248,14 @@
<div class="card" style="grid-column: 1 / -1; width: 100%; box-sizing: border-box;">
<div class="table-header">
<h3 style="font-size: 16px; font-weight: 700;">All Leads Overview <?php echo !empty($leads_overview) ? "<i>(".count($leads_overview).")</i>" : ""; ?></h3>
<!-- <span style="color: #718096; font-size: 12px; font-weight: 600;">Click a lead to see details</span> -->
<h3 style="font-size: 16px; font-weight: 700;">All Leads Overview </h3>
<!-- <span style="color: #718096; font-size: 12px; font-weight: 600;">Click a lead to see details</span>
<a href="<?= base_url('sales') ?>"
style="color: #718096; font-size: 12px; font-weight: 600; text-decoration: none; padding: 4px 8px; transition: color 0.2s ease; display: inline-block; cursor: pointer;"
onmouseover="this.style.color='#ff6b35';"
onmouseout="this.style.color='#718096';">
Click a lead to see details
</a>
</a> -->
</div>
<table>
<thead>

View File

@ -134,7 +134,7 @@
</div>
<?php endforeach; ?> -->
<?php foreach($upcoming as $u):
$activityIcons = [ 'Call' => '📞', 'Email' => '✉️', 'Meeting' => '📅', 'Visit' => '🚗', 'Demo' => '🖥️', 'Share' => '📄', 'Todo' => '✓' ];
$activityIcons = [ 'Call' => '📞', 'Email' => '✉️', 'Meeting' => '📅', 'Visit' => '🚗', 'Demo' => '🖥️', 'Share Docs' => '📄', 'To Do' => '✓' ];
$icon = $activityIcons[$u['activity_type']] ?? '📌';
$formattedscheduledDate = date('M d, Y, h:i A', strtotime($u['scheduled_date']));
?>

View File

@ -0,0 +1,602 @@
<style>
* { margin: 0; padding: 0; box-sizing: border-box; }
body { font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; background: #f5f5f5; color: #333; }
/* ═══════════════════════════════════════════
LAYOUT Page Shell
═══════════════════════════════════════════ */
.main-content { flex: 1; display: flex; flex-direction: column; overflow: hidden; }
.top-bar {
display: flex;
justify-content: space-between; /* pushes subtitle left, search right */
align-items: center; /* vertically centers both */
padding: 14px 28px;
background: white;
/* border-bottom: 1px solid #e0e0e0; */
}
/* ═══════════════════════════════════════════
SEARCH INPUT
═══════════════════════════════════════════ */
.search-input { padding: 9px 14px; border: 1px solid #e0e0e0; border-radius: 8px; font-size: 14px; width: 240px; outline: none; background: #f5f5f5; transition: border-color .2s;}
.search-input:focus { border-color: #ff6b35; }
/* ═══════════════════════════════════════════
CONTENT AREA
═══════════════════════════════════════════ */
.content-area { width: 100%; }
.content { padding: 10px; width: 100%; max-width: 100%;}
.subtitle { font-size: 13px; color: #999; margin-bottom: 20px; }
.view-container { display: none; }
.view-container.active { display: block; }
/* ═══════════════════════════════════════════
MAIN TABLE
═══════════════════════════════════════════ */
.tt-table-wrapper { border: 1px solid #e0e0e0; border-radius: 10px; overflow: hidden; width: 100%;}
.tt-main-table { width: 100%;border-collapse: collapse;table-layout: fixed;}
.tt-main-table thead { display: table; width: 100%; table-layout: fixed; }
.tt-main-table thead th { background: #f4f4f4; padding: 11px 14px; text-align: left;font-size: 12px;font-weight: 700;color: #777;text-transform: uppercase;letter-spacing: .4px;border-bottom: 1px solid #e0e0e0;}
.tt-main-table tbody { display: block; max-height: 530px; overflow-y: auto;}
.tt-main-table tbody tr { display: table; width: 100%; table-layout: fixed; }
.tt-main-table tbody td { padding: 12px 14px; font-size: 14px; border-bottom: 1px solid #f0f0f0; vertical-align: middle;}
.tt-main-table tbody tr:last-child td { border-bottom: none; }
.tt-main-table tbody tr:hover td { background: #fafafa; }
/* Empty row — must stay as table-row (not display:table override) */
.tt-main-table tbody tr.empty-row { display: table-row; width: 100%; }
.tt-main-table tbody tr.empty-row td { width: 100%; text-align: center; }
/* ═══════════════════════════════════════════
MEMBER AVATAR (used inside main table)
═══════════════════════════════════════════ */
.tt-person-cell { display: flex; align-items: center; gap: 1px;}
/* .tt-avatar { width: 38px; height: 38px; border-radius: 50%; background: #ff6b35; color: white; font-size: 14px; font-weight: 700; display: flex; align-items: center; justify-content: center; flex-shrink: 0;} */
/* ═══════════════════════════════════════════
EMPTY STATE
═══════════════════════════════════════════ */
.empty-state { display: flex; flex-direction: column; align-items: center; justify-content: center; padding: 40px 20px; color: #aaa; gap: 10px; }
.empty-icon { font-size: 36px; opacity: 0.5; line-height: 1;}
.empty-state p { margin: 0; font-size: 14px; font-weight: 500; color: #bbb;}
.empty-row td { padding: 0 !important; border: none !important; background: transparent !important;}
/* ═══════════════════════════════════════════
MODAL Overlay & Box
═══════════════════════════════════════════ */
.modal { display: none; position: fixed; top: 0; left: 0; right: 0; bottom: 0; background: rgba(0, 0, 0, 0.5); z-index: 2000; align-items: center; justify-content: center;}
.modal.active { display: flex; }
.modal-box { background: white; border-radius: 14px; width: 92%; max-width: 640px; max-height: 90vh; display: flex; flex-direction: column; overflow: hidden; box-shadow: 0 8px 32px rgba(0, 0, 0, .18); animation: slideUp .2s ease;}
.modal-header { padding: 6px 25px; border-bottom: 1px solid #e0e0e0; display: flex; justify-content: space-between; align-items: center; }
.modal-body { padding: 25px; flex: 1; overflow-y: auto;}
/* ═══════════════════════════════════════════
MODAL Form Fields
═══════════════════════════════════════════ */
.form-row { display: grid; grid-template-columns: 1fr 1fr; gap: 15px;}
.form-group { margin-bottom: 20px; }
.form-label { display: block; margin-bottom: 8px; font-size: 14px; font-weight: 500; color: #333;}
.form-input,
.form-textarea,
.form-select {
width: 100%;
padding: 10px 15px;
border: 1px solid #e0e0e0;
border-radius: 8px;
font-size: 14px;
font-family: inherit;
background: #f5f5f5; /* grey background */
color: #333;
transition: border-color .2s, background .2s;
}
.form-textarea { resize: vertical; min-height: 100px;}
.form-input:focus,
.form-textarea:focus,
.form-select:focus { outline: none; border-color: #ff6b35; background: #fff;}
/* ═══════════════════════════════════════════
MODAL Detail Table (targets list)
═══════════════════════════════════════════ */
.table-wrap { border: 1px solid #e0e0e0; border-radius: 10px; overflow: hidden; margin-top: 16px;}
.table-wrap table { width: 100%; border-collapse: collapse; table-layout: fixed; }
.table-wrap thead { display: table; width: 100%; table-layout: fixed; }
.table-wrap thead th { background: #f8f8f8; padding: 12px 16px; text-align: left; font-size: 13px; font-weight: 600; color: #666; border-bottom: 1px solid #e0e0e0;}
.table-wrap tbody { display: block; max-height: 220px; overflow-y: auto; }
.table-wrap tbody tr { display: table; width: 100%; table-layout: fixed; }
.table-wrap tbody td { padding: 12px 16px; border-bottom: 1px solid #f0f0f0; font-size: 14px; color: #333; vertical-align: middle;}
.table-wrap tbody tr:last-child td { border-bottom: none; }
.table-wrap tbody tr:hover td { background: #fafafa; }
/* Empty row fix for modal table */
.table-wrap tbody tr.empty-row { display: table-row; }
.table-wrap tbody tr.empty-row td { padding: 0 !important; border: none !important; text-align: center;}
/* ═══════════════════════════════════════════
BUTTONS
═══════════════════════════════════════════ */
/* Primary action — View Target (main table) */
.btn-tt-view {
background: #ff6b35;
color: white;
border: none;
padding: 7px 16px;
border-radius: 7px;
font-size: 13px;
font-weight: 500;
cursor: pointer;
transition: background .2s;
}
.btn-tt-view:hover { background: #ff5722; }
/* Close button — modal header */
.close-btn {
background: none;
border: none;
font-size: 22px;
cursor: pointer;
color: #888;
width: 32px;
height: 32px;
border-radius: 6px;
display: flex;
align-items: center;
justify-content: center;
transition: background .2s;
}
.close-btn:hover { background: #f0f0f0; color: #333; }
/* Edit row — modal detail table */
.btn-edit {
background: #e8f4ff;
color: #1976d2;
border: none;
padding: 5px 12px;
border-radius: 5px;
cursor: pointer;
font-size: 12px;
font-weight: 600;
margin-right: 6px;
transition: background .2s;
}
.btn-edit:hover { background: #bbdefb; }
/* Remove row — modal detail table */
.btn-remove {
background: #ffeaea;
color: #d32f2f;
border: none;
padding: 5px 12px;
border-radius: 5px;
cursor: pointer;
font-size: 12px;
font-weight: 600;
transition: background .2s;
}
.btn-remove:hover { background: #ffcdd2; }
/* ═══════════════════════════════════════════
ANIMATIONS
═══════════════════════════════════════════ */
@keyframes slideUp {
from { transform: translateY(20px); opacity: 0; }
to { transform: translateY(0); opacity: 1; }
}
/* ═══════════════════════════════════════════
RESPONSIVE
═══════════════════════════════════════════ */
@media (max-width: 540px) {
.form-row { grid-template-columns: 1fr; }
.search-input { width: 100%; }
}
/* ═══════════════════════════════════════════
GREY BOX Input Section Container
═══════════════════════════════════════════ */
.grey-box {
background: #f5f5f5;
border: 1px solid #e0e0e0;
border-radius: 10px;
padding: 16px 18px;
margin-bottom: 20px;
}
.grey-box .form-row {
display: grid;
grid-template-columns: 1fr 1fr auto; /* 2 fields + button */
gap: 15px;
align-items: flex-end; /* aligns button to bottom of fields */
}
.grey-box .form-group {
margin-bottom: 0; /* remove default gap inside grey box */
}
.grey-box .btn {
white-space: nowrap;
height: 40px; /* match input height */
width: 100%;
}
@media (max-width: 540px) {
.grey-box .form-row {
grid-template-columns: 1fr; /* stack vertically on mobile */
}
}
@keyframes fadeHighlight {
0% { background-color: #fffbcc; }
100% { background-color: transparent; }
}
.row-highlight {
animation: fadeHighlight 2s ease forwards;
}
</style>
<div class="main-content">
<hr class="my-0">
<div class="top-bar">
<p class="subtitle" id="memberCount"></p>
<input type="text" class="search-input" id="searchInput" placeholder="Search member…" oninput="filterMembers(this.value)">
</div>
<!-- Content -->
<div class="content">
<div class="content-area view-container active" id="teamtargetView">
<div class="tt-table-wrapper">
<table class="tt-main-table">
<thead>
<tr>
<th>Sales Manager</th>
<th>Action</th>
</tr>
</thead>
<tbody id="ttMainTableBody"></tbody>
</table>
</div>
</div>
</div>
</div>
<!-- Modal -->
<div class="modal" id="targetModal">
<div class="modal-box">
<div class="modal-header">
<span class="modal-title" id="modalTitle"></span>
<button class="close-btn" onclick="closeModal()" title="Close">×</button>
</div>
<div class="modal-body">
<input type="hidden" id="recordId">
<input type="hidden" id="currentUserId">
<div class="grey-box">
<div class="form-row">
<div class="form-group">
<label class="form-label">Financial Year</label>
<select class="form-select" id="fyYear"></select>
</div>
<div class="form-group">
<label class="form-label">Amount ()</label>
<input type="text" class="form-input" id="targetAmount" placeholder="e.g. 500000"
oninput="this.value=this.value.replace(/[^0-9]/g,'')">
</div>
<div class="form-group">
<button type="button" class="btn btn-primary waves-effect btn-sm w-100" id="btn-save" onclick="saveRecord()">Save Target</button>
</div>
</div>
</div>
<div class="table-wrap">
<table>
<thead>
<tr>
<th>Financial Year</th>
<th>Amount</th>
<th>Action</th>
</tr>
</thead>
<tbody id="detailTableBody">
<tr class="empty-row"><td colspan="3">No targets added yet.</td></tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<script>
const users = <?= json_encode($users ?? []) ?>;
/* ──────────────────────────────────────────
DATA
────────────────────────────────────────── */
const teamMembers = users.map(user => ({
id: user.id,
name: user.first_name + ' ' + user.last_name
}));
const API = '<?= base_url('sales') ?>';
let activeUserId = null;
/* ──────────────────────────────────────────
RENDER MEMBER LIST
────────────────────────────────────────── */
function renderMemberList(filter = '') {
const tbody = document.getElementById('ttMainTableBody');
const countEl = document.getElementById('memberCount');
const term = filter.trim().toLowerCase();
const filtered = teamMembers.filter(m =>
m.name.toLowerCase().includes(term)
);
// countEl.textContent = `${filtered.length} member${filtered.length !== 1 ? 's' : ''}`;
countEl.textContent = ``;
tbody.innerHTML = '';
if (filtered.length === 0) {
tbody.innerHTML = `
<tr class="empty-row">
<td colspan="2">
<div class="empty-state">
<div class="empty-icon">👤</div>
<p>No Member found</p>
</div>
</td>
</tr>
`;
return;
}
filtered.forEach(m => {
// const initials = m.name.split(' ').map(w => w[0]).join('').substring(0, 2).toUpperCase();
const tr = document.createElement('tr');
tr.innerHTML = `
<td id="card_${m.id}">
<div class="tt-person-cell">
<div class="avatar-md">
<div class="avatar-title bg-soft-primary rounded-circle text-primary font-20 font-weight-semibold"
style="background-color: #f1f3fa; width: 48px; height: 48px; display: flex; align-items: center; justify-content: center;">
${(m.name || '?').charAt(0).toUpperCase()}
</div>
</div>
<span>${m.name}</span>
</div>
</td>
<td>
<button class="btn btn-primary waves-effect waves-light" onclick="openModal(${m.id})">View Target</button>
</td>
`;
tbody.appendChild(tr);
});
}
function filterMembers(val) {
renderMemberList(val);
}
/* ──────────────────────────────────────────
FY OPTIONS
────────────────────────────────────────── */
function populateFY(selectedFY = null) {
const sel = document.getElementById('fyYear');
const today = new Date();
const year = today.getFullYear();
const month = today.getMonth(); // 0-11
// Determine current FY start year
let currentFYStart;
if (month >= 3) { // April (3) or later
currentFYStart = year;
} else { // Jan, Feb, Mar
currentFYStart = year - 1;
}
sel.innerHTML = '';
for (let i = 0; i < 10; i++) {
const startYear = currentFYStart - i;
const label = `${startYear}-${startYear + 1}`;
const opt = document.createElement('option');
opt.value = label;
opt.textContent = label;
if (label === selectedFY) opt.selected = true;
sel.appendChild(opt);
}
}
/* ──────────────────────────────────────────
MODAL
────────────────────────────────────────── */
function openModal(userId) {
activeUserId = userId;
const member = teamMembers.find(m => Number(m.id) === Number(userId));
document.getElementById('modalTitle').textContent = member ? member.name : '';
document.getElementById('currentUserId').value = userId;
document.getElementById('recordId').value = '';
document.getElementById('targetAmount').value = '';
populateFY();
renderDetailTable(userId);
document.getElementById('targetModal').classList.add('active');
}
function closeModal() {
document.getElementById('targetModal').classList.remove('active');
activeUserId = null;
}
document.getElementById('targetModal').addEventListener('click', function(e) {
if (e.target === this) closeModal();
});
/* ──────────────────────────────────────────
RENDER DETAIL TABLE
────────────────────────────────────────── */
async function renderDetailTable(userId) {
const tbody = document.getElementById('detailTableBody');
tbody.innerHTML = '<tr><td colspan="3">Loading...</td></tr>';
try {
const res = await fetch(`${API}/targets/user/${userId}`);
const json = await res.json();
const records = json.data || [];
if (records.length === 0) {
tbody.innerHTML = '<tr class="empty-row"><td colspan="3">No targets added yet.</td></tr>';
return;
}
// records.sort((a, b) => b.id - a.id);
records.sort((a, b) => {
let startYearA = parseInt(a.fy_year.split('-')[0], 10);
let startYearB = parseInt(b.fy_year.split('-')[0], 10);
return startYearB - startYearA;
});
tbody.innerHTML = records.map(r => `
<tr id="row_${r.id}">
<td>${r.fy_year}</td>
<td> ${formatNum(r.target_amount)}</td>
<td>
<button class="btn-edit" onclick="editRecord(${r.id}, '${r.fy_year}', ${r.target_amount})">Edit</button>
<button class="btn-remove" onclick="removeRecord(${r.id})">Remove</button>
</td>
</tr>
`).join('');
} catch (err) {
tbody.innerHTML = '<tr><td colspan="3">Failed to load targets.</td></tr>';
console.error(err);
}
}
/* ──────────────────────────────────────────
SAVE (INSERT / UPDATE)
────────────────────────────────────────── */
async function saveRecord() {
const userId = activeUserId;
const recordId = document.getElementById('recordId').value.trim();
const fyYear = document.getElementById('fyYear').value;
const amtRaw = document.getElementById('targetAmount').value.trim();
// Validation
if (!fyYear) { toastr.error('Please select a Financial Year.'); return; }
if (!amtRaw) { toastr.error('Please enter an amount.'); return; }
const amount = parseInt(amtRaw, 10);
if (isNaN(amount) || amount <= 0) { toastr.error('Enter a valid positive amount.'); return; }
const existingRows = document.querySelectorAll('#detailTableBody tr[id^="row_"]');
for (const row of existingRows) {
const rowId = row.id.replace('row_', '');
const rowFY = row.cells[0].textContent.trim();
// Skip the row being edited
if (recordId && rowId === recordId) continue;
if (rowFY === fyYear) {
toastr.error(`A target for ${fyYear} already exists.`);
return;
}
}
const saveBtn = document.getElementById('btn-save');
const originalBtnText = saveBtn.innerText;
saveBtn.disabled = true;
saveBtn.innerText = recordId ? 'Updating...' : 'Saving...';
try {
const payload = {
user_id: userId,
fy_year: fyYear,
target_amount: amount
};
const isUpdate = !!recordId;
const url = isUpdate ? `${API}/targets/${recordId}` : `${API}/targets`;
const method = isUpdate ? 'PUT' : 'POST';
const res = await fetch(url, {
method: method,
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(payload)
});
const result = await res.json();
if (res.ok) {
toastr.success(isUpdate ? 'Target updated!' : 'Target saved!');
// Reset form
document.getElementById('recordId').value = '';
document.getElementById('targetAmount').value = '';
populateFY();
await renderDetailTable(userId);
const savedId = result.data?.id || recordId;
const targetRow = document.getElementById(`row_${savedId}`);
if (targetRow) {
targetRow.scrollIntoView({ behavior: 'smooth', block: 'center' });
targetRow.classList.add('row-highlight');
setTimeout(() => targetRow.classList.remove('row-highlight'), 3000);
}
} else {
toastr.error(result.message || 'Failed to save target.');
}
} catch (err) {
console.error(err);
toastr.error('A network error occurred.');
} finally {
saveBtn.disabled = false;
saveBtn.innerText = originalBtnText;
}
}
/* ──────────────────────────────────────────
EDIT populate form from table row data
────────────────────────────────────────── */
function editRecord(id, fyYear, amount) {
document.getElementById('recordId').value = id;
document.getElementById('targetAmount').value = amount;
populateFY(fyYear);
}
/* ──────────────────────────────────────────
REMOVE
────────────────────────────────────────── */
async function removeRecord(id) {
if (!confirm('Are you sure you want to remove this target?')) return;
try {
const res = await fetch(`${API}/targets/${id}`, { method: 'DELETE' });
const result = await res.json();
if (res.ok) {
toastr.success('Target removed.');
renderDetailTable(activeUserId);
} else {
toastr.error(result.message || 'Failed to remove target.');
}
} catch (err) {
console.error(err);
toastr.error('A network error occurred.');
}
}
/* ──────────────────────────────────────────
HELPERS
────────────────────────────────────────── */
function formatNum(n) {
return Number(n).toLocaleString('en-IN');
}
/* ──────────────────────────────────────────
INIT
────────────────────────────────────────── */
renderMemberList();
</script>

View File

@ -5,13 +5,13 @@
.main-content { flex: 1; display: flex; flex-direction: column; overflow: hidden; }
/* .top-bar { background: white; padding: 15px 30px; border-bottom: 1px solid #e0e0e0; display: flex; justify-content: space-between; align-items: center; } */
.btn-primary { background: #ff6b35; color: white; border: none; padding: 10px 20px; border-radius: 8px; cursor: pointer; font-size: 14px; font-weight: 500; transition: all 0.2s; }
.btn-primary:hover { background: #ff5722; transform: translateY(-1px); }
.btn-primary { background: #02a8b5; color: white; border: none; padding: 10px 20px; border-radius: 8px; cursor: pointer; font-size: 14px; font-weight: 500; transition: all 0.2s; }
.btn-primary:hover { background: #02a8b5; transform: translateY(-1px); }
/* 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.active { background: #ff6b35; color: white; border-color: #ff6b35; }
.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; }
@ -285,8 +285,8 @@
<button type="button" class="activity-type-btn d_activity_type" data-type="Meeting" onclick="selectType('Meeting', this)">📅 Meeting</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Visit" onclick="selectType('Visit', this)">🚗 Visit</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Demo" onclick="selectType('Demo', this)">🖥️ Demo</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Share" onclick="selectType('Share', this)">📄 Share Docs</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Todo" onclick="selectType('Todo', this)"> To Do</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="Share Docs" onclick="selectType('Share Docs', this)">📄 Share Docs</button>
<button type="button" class="activity-type-btn d_activity_type" data-type="To Do" onclick="selectType('To Do', this)"> To Do</button>
</div>
<div class="form-group">
@ -354,8 +354,8 @@
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Meeting', this)">📅 Meeting</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Visit', this)">🚗 Visit</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Demo', this)">🖥️ Demo</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Share', this)">📄 Share Docs</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Todo', this)"> To Do</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Share Docs', this)">📄 Share Docs</button>
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('To Do', this)"> To Do</button>
</div>
@ -936,7 +936,15 @@ function renderCard(opps) {
}
function renderTimeline(acts) {
const cont = document.getElementById('timelineContainer');
const activityIcons = { Call: "📞", Email: "✉️", Meeting: "📅", Visit: "🚗",Demo: "🖥️", Share: "📄", Todo: "" };
const activityIcons = {
"Call": "📞",
"Email": "✉️",
"Meeting": "📅",
"Visit": "🚗",
"Demo": "🖥️",
"Share Docs": "📄",
"To Do": ""
};
if (acts.length === 0) {
cont.classList.add('no-line');
@ -1592,7 +1600,7 @@ if (btnSaveContact) {
// Use .value instead of .val()
let name = document.getElementById('contact_name').value.trim();
let mobile = document.getElementById('contact_mobile').value.trim();
let lead_id = document.getElementById('lead_id').value.trim();
let lead_id = document.getElementById('hidden_lead_id').value.trim();
if (!name || !mobile) {
return toastr.warning('Please enter both contact person name and mobile number.');
@ -1607,7 +1615,7 @@ if (btnSaveContact) {
body: JSON.stringify(payload)
});
const result = await res.json(); // Get the response body
const contactResult = await res.json(); // Get the response body
if (res.ok) {
// Clear inputs
@ -1620,16 +1628,16 @@ if (btnSaveContact) {
// Create the HTML string
let contactHtml = `
<div class="contact-card d-flex justify-content-between align-items-center mb-2 p-2"
<div class="contact-card d-flex justify-content-between align-items-center mb-2 p-3"
style="background: #f8f8f8; border-radius: 8px;"
data-id="${result.data.contact_id}">
data-id="${contactResult.data.contact_id}">
<div>
<div class="fw-bold">${result.data.name}</div>
<div class="text-muted">${result.data.mobile}</div>
<div class="fw-bold">${contactResult.data.name}</div>
<div class="text-muted">${contactResult.data.mobile}</div>
</div>
<button type="button"
class="btn btn-danger btn-sm btnRemoveContact"
data-id="${result.data.contact_id}">
data-id="${contactResult.data.contact_id}">
Remove
</button>
</div>
@ -1637,19 +1645,19 @@ if (btnSaveContact) {
// <button type="button"
// class="btn btn-secondary btn-sm btnEditContact"
// data-id="${result.data.contact_id}">
// data-id="${contactResult.data.contact_id}">
// Update
// </button>
// Append to container using Vanilla JS
document.getElementById('savedContactsContainer').insertAdjacentHTML('beforeend', contactHtml);
toastr.success('Contact saved successfully');
} else {
let err = await res.json();
if (res.status === 400) {
let errorMessages = "";
let seenMessages = [];
if (err.messages) {
Object.entries(err.messages).forEach(([field, message]) => {
if (contactResult.messages) {
Object.entries(contactResult.messages).forEach(([field, message]) => {
let inputElement = $('[name="' + field + '"]');
if (inputElement.length > 0) {
@ -1673,11 +1681,11 @@ if (btnSaveContact) {
});
toastr.error(errorMessages, 'Validation Error', { allowHtml: true });
} else {
toastr.warning(err.message || 'Validation failed', 'Warning');
toastr.warning(contactResult.message || 'Validation failed', 'Warning');
}
}
else {
toastr.error(err.message || 'Error adding lead');
toastr.error(contactResult.message || 'Error adding lead');
}
}
} catch (error) {