Sales tracker Changes

2026-06-03 17:40:58 +05:30 · 2026-06-03 17:40:58 +05:30 · 67d89e1fd5
commit 67d89e1fd5
parent 11b47b2dff
2 changed files with 151 additions and 31 deletions
--- a/app/Controllers/SalesController.php
+++ b/app/Controllers/SalesController.php
@ -2028,6 +2028,35 @@ private function buildOppAchievement($db, array $sales_manager_ids, $branchId, s
            ORDER BY l.created_at DESC
        ", [$uid, $fyStart, $fyEnd])->getResultArray();

+        // ── Lost Leads for this user in FY (Opportunities tab — toggle off) ──
+        $lossLeads = $db->query("
+            SELECT
+                l.id AS opportunities_id,
+                l.actual_lead_id,
+                COALESCE(l.lead_form_type, 1) AS lead_form_type_id,
+                l.lead_type AS lead_type_id,
+                sal.company_name    AS company,
+                l.client_name       AS client_name,
+                CASE WHEN COALESCE(l.lead_form_type, 1) = 1 THEN 'EB' ELSE 'Non-EB' END AS lead_form_type,
+                CASE
+                    WHEN l.lead_type = 1 THEN 'Fresh'
+                    WHEN l.lead_type = 2 THEN 'Renewal'
+                    WHEN l.lead_type = 3 THEN 'Roll Over'
+                    ELSE ''
+                END AS lead_type,
+                l.created_at        AS created_at,
+                l.status,
+                l.lost_reason       AS lost_reason
+            FROM leads l
+            INNER JOIN sales_actual_leads sal
+                    ON sal.lead_id = l.actual_lead_id
+            WHERE l.status          = 'lost'
+              AND sal.assigned_to   = ?
+              AND l.created_at     >= ?
+              AND l.created_at     <= ?
+            ORDER BY l.created_at DESC
+        ", [$uid, $fyStart, $fyEnd])->getResultArray();
+
        // -- NOTE: AND TRIM(sal.company_name) = TRIM(l.client_name)
        $result[$uid] = [
            'total_policies' => $totalPolicies,
@ -2035,6 +2064,7 @@ private function buildOppAchievement($db, array $sales_manager_ids, $branchId, s
            'target_amt'     => $targetAmt,
            'policies'       => $policies,
            'won_leads'      => $wonLeads,   // for Table 2 in modal Tab 2
+            'loss_leads'     => $lossLeads,
        ];
    }

--- a/app/Views/sales/branch_level_dashboard_view.php
+++ b/app/Views/sales/branch_level_dashboard_view.php
@ -230,6 +230,17 @@
    .opp-card { background: #f8fafd; border-radius: 12px; padding: 16px; border: 1px solid #e4eaf5; text-align: center; }
    .opp-card-val { font-size: 22px; font-weight: 800; color: #0f172a; }
    .opp-card-lbl { font-size: 11px; color: #7c8db0; font-weight: 700; margin-top: 4px; letter-spacing: .04em; }
+    .opp-section-head { display: flex; justify-content: space-between; align-items: center; margin: 24px 0 12px; gap: 12px; flex-wrap: wrap; }
+    .opp-section-head .split-section-title { margin: 0; }
+    .opp-toggle-wrap { display: flex; align-items: center; gap: 10px; flex-shrink: 0; }
+    .opp-toggle-lbl { font-size: 12px; font-weight: 700; color: #94a3b8; transition: color .2s; }
+    .opp-toggle-lbl.active { color: #0f172a; }
+    .opp-toggle-switch { position: relative; display: inline-block; width: 44px; height: 24px; flex-shrink: 0; }
+    .opp-toggle-switch input { opacity: 0; width: 0; height: 0; }
+    .opp-toggle-slider { position: absolute; cursor: pointer; inset: 0; background: #cbd5e1; border-radius: 99px; transition: background .2s; }
+    .opp-toggle-slider::before { content: ""; position: absolute; height: 18px; width: 18px; left: 3px; bottom: 3px; background: #fff; border-radius: 50%; transition: transform .2s; box-shadow: 0 1px 3px rgba(15,23,42,0.15); }
+    .opp-toggle-switch input:checked + .opp-toggle-slider { background: #4f46e5; }
+    .opp-toggle-switch input:checked + .opp-toggle-slider::before { transform: translateX(20px); }

    @media(max-width:900px) { .list-col-head,.achieve-row { grid-template-columns: 220px 1fr 110px 110px 110px; } .col-lbl:nth-child(6),.col-lbl:nth-child(7),.achieve-row>*:nth-child(6),.achieve-row>*:nth-child(7) { display: none; } }
    @media(max-width:640px) { .list-col-head { display: none; } .achieve-row { grid-template-columns: 1fr auto; gap: 12px; padding: 14px 16px; } .achieve-row>*:not(:nth-child(1)):not(:nth-child(7)) { display: none; } .section-head { flex-direction: column; align-items: flex-start; gap: 12px; } .modal-summary { grid-template-columns: repeat(2,1fr); } .target-edit-panel { grid-template-columns: 1fr; } .opp-summary-cards { grid-template-columns: 1fr 1fr; } }
@ -502,7 +513,9 @@ const TEAM     = <?php echo json_encode($team_achievement ?? []); ?>;
 const OPP_DATA = <?php echo json_encode($opp_achievement ?? []); ?>;
 /* OPP_DATA shape per userId:
   { total_policies, total_exp_amt, target_amt,
-     policies: [{ policy_no, issue_date, amount, created_at }] } */
+     policies: [{ policy_no, issue_date, amount, created_at }],
+     won_leads: [...], loss_leads: [...] } */
+let currentModalOppUserId = null;

 /* ── JS Helpers ── */
 const ACT_ICONS  = {Call:'📞',Email:'✉️',Meeting:'📅',Visit:'🚗',Demo:'🖥️','Share Docs':'📄','To Do':'✓'};
@ -545,6 +558,89 @@ function redirectToOpportunity(leadTypeId, actualLeadId, opportunityId) {
        + encodeURIComponent(opportunityId);
 }

+function escOppCell(text) {
+    return String(text ?? '')
+        .replace(/&/g, '&amp;')
+        .replace(/</g, '&lt;')
+        .replace(/>/g, '&gt;')
+        .replace(/"/g, '&quot;');
+}
+
+function updateOppTableHeader(showWon) {
+    const headRow = document.getElementById('oppTableHead');
+    if (!headRow) return;
+
+    if (showWon) {
+        headRow.innerHTML =
+            '<th>Company</th>'
+          + '<th>Opportunity Type</th>'
+          + '<th>Date</th>';
+    } else {
+        headRow.innerHTML =
+            '<th>Company</th>'
+          + '<th>Opportunity Type</th>'
+          + '<th>Lost Reason</th>'
+          + '<th>Date</th>';
+    }
+}
+
+function buildOpportunityTableRows(leads, showWon) {
+    return (leads || []).map(function(l) {
+        const opportunityType = [
+            l.lead_form_type || '',
+        ].filter(Boolean).join('').toUpperCase();
+        const typeBadgeClass = l.lead_form_type === 'EB'
+            ? 'style="background:#eff6ff;color:#2563eb;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"'
+            : 'style="background:#f0fdf4;color:#16a34a;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"';
+        const canRedirect = l.lead_form_type_id && l.actual_lead_id && l.opportunities_id;
+        const rowAttrs = canRedirect
+            ? ' class="won-opportunity-row" title="Open opportunity" onclick=\'redirectToOpportunity('
+                + JSON.stringify(String(l.lead_form_type_id)) + ','
+                + JSON.stringify(String(l.actual_lead_id)) + ','
+                + JSON.stringify(String(l.opportunities_id)) + ')\''
+            : '';
+
+        const lostReasonCell = showWon ? '' :
+            '<td style="font-size:12px;color:#64748b;max-width:220px;white-space:normal;">'
+            + escOppCell((l.lost_reason || '').trim() || '—')
+            + '</td>';
+
+        return '<tr' + rowAttrs + '>'
+            + '<td style="font-weight:700;color:#0f172a;">' + escOppCell(l.company || '—') + '</td>'
+            + '<td><span ' + typeBadgeClass + '>' + (opportunityType || '—') + '</span></td>'
+            + lostReasonCell
+            + '<td style="font-size:12px;color:#64748b;">' + fmtCreatedAt(l.created_at) + '</td>'
+            + '</tr>';
+    }).join('');
+}
+
+function updateOppToggleLabels(showWon) {
+    const lostLbl = document.getElementById('oppToggleLblLost');
+    const wonLbl  = document.getElementById('oppToggleLblWon');
+    if (lostLbl) lostLbl.classList.toggle('active', !showWon);
+    if (wonLbl)  wonLbl.classList.toggle('active', showWon);
+}
+
+function renderOpportunitiesTable(userId, showWon) {
+    const opp = OPP_DATA[userId];
+    const tbody = document.getElementById('oppTableBody');
+    if (!tbody || !opp) return;
+
+    const leads = showWon ? (opp.won_leads || []) : (opp.loss_leads || []);
+    const colSpan = showWon ? 3 : 4;
+    updateOppTableHeader(showWon);
+    const rows  = buildOpportunityTableRows(leads, showWon);
+    const emptyMsg = showWon ? 'No won opportunities found' : 'No lost opportunities found';
+    tbody.innerHTML = rows || '<tr><td colspan="' + colSpan + '" style="text-align:center;color:#aaa;padding:24px;">' + emptyMsg + '</td></tr>';
+    updateOppToggleLabels(showWon);
+}
+
+function onOppStatusToggle(checked) {
+    if (currentModalOppUserId) {
+        renderOpportunitiesTable(currentModalOppUserId, checked);
+    }
+}
+
 function goSalesPage(page, status, memberId) {
    const url = new URL(page === 'activities' ? SALES_ACTIVITIES_URL : SALES_LEADS_URL, window.location.origin);
    url.searchParams.set('fy', getSelectedDashboardFY());
@ -939,48 +1035,33 @@ function openModal(id) {
        //     +   '</table>'
        //     + '</div>';

-        /* ── Won Leads Table (Table 2) ── */
-        const wonLeads = opp.won_leads || [];
-        const wonRows  = wonLeads.map(function(l) {
-            // const opportunityType = [
-            //     l.lead_form_type || '',
-            //     l.lead_type || ''
-            // ].filter(Boolean).join('/').toUpperCase();
-            const opportunityType = [
-                l.lead_form_type || '',
-            ].filter(Boolean).join('').toUpperCase();
-            const typeBadgeClass = l.lead_form_type === 'EB'
-                ? 'style="background:#eff6ff;color:#2563eb;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"'
-                : 'style="background:#f0fdf4;color:#16a34a;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"';
-            const canRedirect = l.lead_form_type_id && l.actual_lead_id && l.opportunities_id;
-            const rowAttrs = canRedirect
-                ? ' class="won-opportunity-row" title="Open opportunity" onclick=\'redirectToOpportunity('
-                    + JSON.stringify(String(l.lead_form_type_id)) + ','
-                    + JSON.stringify(String(l.actual_lead_id)) + ','
-                    + JSON.stringify(String(l.opportunities_id)) + ')\''
-                : '';
-
-            return '<tr' + rowAttrs + '>'
-                + '<td style="font-weight:700;color:#0f172a;">' + (l.company || '—') + '</td>'
-                + '<td><span ' + typeBadgeClass + '>' + (opportunityType || '—') + '</span></td>'
-                + '<td style="font-size:12px;color:#64748b;">' + fmtCreatedAt(l.created_at) + '</td>'
-                + '</tr>';
-        }).join('');
+        currentModalOppUserId = id;

        tab2Html +=
-            '<div class="split-section-title" style="margin-top:24px;"> Opportunities </div>'
+            '<div class="opp-section-head">'
+          +   '<div class="split-section-title">Opportunities</div>'
+          +   '<div class="opp-toggle-wrap">'
+          +     '<span class="opp-toggle-lbl" id="oppToggleLblLost">Lost</span>'
+          +     '<label class="opp-toggle-switch" title="Toggle between won and lost opportunities">'
+          +       '<input type="checkbox" id="oppStatusToggle" checked onchange="onOppStatusToggle(this.checked)">'
+          +       '<span class="opp-toggle-slider"></span>'
+          +     '</label>'
+          +     '<span class="opp-toggle-lbl active" id="oppToggleLblWon">Won</span>'
+          +   '</div>'
+          + '</div>'
          + '<div style="overflow-x:auto;">'
          +   '<table class="split-table">'
-          +     '<thead><tr>'
+          +     '<thead><tr id="oppTableHead">'
          +       '<th>Company</th>'
          +       '<th>Opportunity Type</th>'
          +       '<th>Date</th>'
          +     '</tr></thead>'
-          +     '<tbody>' + (wonRows || '<tr><td colspan="3" style="text-align:center;color:#aaa;padding:24px;">No leads found</td></tr>') + '</tbody>'
+          +     '<tbody id="oppTableBody"></tbody>'
          +   '</table>'
          + '</div>';

    } else {
+        currentModalOppUserId = null;
        tab2Html = '<div class="empty-state"><div class="empty-icon">📋</div>No opportunities data available</div>';
    }

@ -996,6 +1077,14 @@ function openModal(id) {

    document.getElementById('modalOverlay').classList.add('open');
    document.body.style.overflow = 'hidden';
+
+    if (currentModalOppUserId && OPP_DATA[currentModalOppUserId]) {
+        const toggle = document.getElementById('oppStatusToggle');
+        if (toggle) toggle.checked = true;
+        renderOpportunitiesTable(currentModalOppUserId, true);
+    } else {
+        currentModalOppUserId = null;
+    }
 }

 function switchTab(idx, btn) {
@ -1007,6 +1096,7 @@ function switchTab(idx, btn) {
 function closeModal() {
    document.getElementById('modalOverlay').classList.remove('open');
    document.body.style.overflow = '';
+    currentModalOppUserId = null;
 }

 document.getElementById('modalOverlay').addEventListener('click', function(e) { if (e.target === e.currentTarget) closeModal(); });