2037 lines
78 KiB
PHP
2037 lines
78 KiB
PHP
<?php
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namespace App\Controllers;
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use App\Controllers\BaseController;
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use App\Models\SalesActualLeadModel;
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use App\Models\SalesContactPersonModel;
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use App\Models\SalesActivityModel;
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use App\Models\SalesLeadNoteModel;
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use App\Models\SalesTargetModel;
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use App\Models\UserModel;
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use CodeIgniter\HTTP\ResponseInterface;
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use CodeIgniter\API\ResponseTrait;
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class SalesController extends BaseController
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{
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use ResponseTrait;
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protected $leadModel;
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protected $contactModel;
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protected $activityModel;
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protected $noteModel;
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protected $userModel;
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protected $targetModel;
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public function __construct()
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{
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$this->leadModel = new SalesActualLeadModel();
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$this->contactModel = new SalesContactPersonModel();
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$this->activityModel = new SalesActivityModel();
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$this->noteModel = new SalesLeadNoteModel();
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$this->userModel = new UserModel();
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$this->targetModel = new SalesTargetModel();
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}
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public function index() {
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$data = $this->getSalesStaffData();
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$data['tab_name'] = 'Leads';
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$data['page_name'] = 'Leads';
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return $this->loadLayout('sales/tracker_view', $data);
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}
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public function loadactivities(){
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$data = $this->getSalesStaffData();
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$data['tab_name'] = 'Activities';
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$data['page_name'] = 'Activities';
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$data['leads'] = $this->leadModel->select('lead_id, company_name')
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->orderBy('lead_id', 'DESC')
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->findAll();
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return $this->loadLayout('sales/activity_view', $data);
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}
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public function loadtargets(){
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$data = $this->getSalesStaffData();
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$data['tab_name'] = 'Sales Team Targets';
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$data['page_name'] = 'Sales Team Targets';
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return $this->loadLayout('sales/target_view', $data);
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}
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/**
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* HELPER: Fetches Sales Managers based on the logged-in user's role and branch
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* sales_manager Current branch | Role 4 + Team 5 | Assign To dropdown
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* sales_manager_ids Current branch | Role 4 + Team 5 | Query filter IDs
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* sales_manager_with_head Current branch | Role 1,4,5 | Branch reporting dropdown
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* sales_manager_with_head_ids Current branch | Role 1,4,5 | Branch reporting filter
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* sales_team All branches | Role 1,4,5 | Admin/global reporting
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*/
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private function getSalesStaffData(): array
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{
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$db = \Config\Database::connect();
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$logged_user_id = get_session_userid();
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$role = get_role_id();
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$team_id = user_team();
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// ── Get logged-in user's profile ────────────────────────────────
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$row = $db->table('user_profiles')
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->where('is_active', 1)
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->where('id', $logged_user_id)
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->get()->getRow();
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$nhance_branch_id = $row ? $row->nhance_branch_id : null;
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// ── Base result structure ────────────────────────────────────────
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$data = [
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'sales_role' => '',
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'sales_manager' => [],
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'sales_manager_ids' => [],
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'sales_manager_with_head' => [],
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'sales_manager_with_head_ids' => [],
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'sales_team' => [],
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'nhance_branch_id' => $nhance_branch_id,
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];
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// ================================================================
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// QUERY 1: Get all MANAGERS in current branch
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// Role = 4 AND Team = 5 AND same branch
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// ================================================================
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$branch_managers = $db->table('user_profiles up')
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->select('up.id, up.first_name, up.role, up.nhance_branch_id')
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->join('user_teams ut', 'ut.user_id = up.id')
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->where('up.is_active', 1)
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->where('ut.is_active', 1)
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->where('up.role', 4) // Sales Manager role
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->where('ut.team_id', 5) // Sales team
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->where('up.nhance_branch_id', $nhance_branch_id) // same branch
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->groupBy('up.id')
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->get()->getResultArray();
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// ================================================================
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// QUERY 2: Get all HEADS in current branch
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// Role = 1 or 5 AND same branch
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// ================================================================
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$branch_heads = $db->table('user_profiles')
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->select('id, first_name, role, nhance_branch_id')
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->where('is_active', 1)
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->whereIn('role', [1, 5]) // Sales Head roles
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->where('nhance_branch_id', $nhance_branch_id) // same branch
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->get()->getResultArray();
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// Add "(Head)" label to heads so dropdown is clear
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foreach ($branch_heads as &$head) {
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$head['first_name'] = $head['first_name'] . ' (Head)';
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}
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unset($head);
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// ================================================================
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// QUERY 3: Get ALL MANAGERS across ALL branches
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// Role = 4 AND Team = 5 (no branch filter)
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// ================================================================
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$all_managers = $db->table('user_profiles up')
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->select('up.id, up.first_name, up.role, up.nhance_branch_id')
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->join('user_teams ut', 'ut.user_id = up.id')
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->where('up.is_active', 1)
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->where('ut.is_active', 1)
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->where('up.role', 4) // Sales Manager role
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->where('ut.team_id', 5) // Sales team
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->groupBy('up.id')
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->get()->getResultArray();
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// ================================================================
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// QUERY 4: Get ALL HEADS across ALL branches
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// Role = 1 or 5 (no branch filter)
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// ================================================================
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$all_heads = $db->table('user_profiles')
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->select('id, first_name, role, nhance_branch_id')
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->where('is_active', 1)
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->whereIn('role', [1, 5]) // Sales Head roles
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->get()->getResultArray();
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// Add "(Head)" label to all heads
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foreach ($all_heads as &$head) {
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$head['first_name'] = $head['first_name'] . ' (Head)';
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}
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unset($head);
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// ================================================================
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// BUILD: sales_manager_with_head = branch heads + branch managers
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// ================================================================
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$data['sales_manager_with_head'] = array_merge($branch_heads, $branch_managers);
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$data['sales_manager_with_head_ids'] = array_column($data['sales_manager_with_head'], 'id');
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// ================================================================
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// BUILD: sales_team = all heads + all managers (every branch)
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// ================================================================
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$data['sales_team'] = array_merge($all_heads, $all_managers);
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// ── Sales Manager (Role 4, Team 5) ──────────────────────────────
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if ($role == 4 && in_array(5, $team_id)) {
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$data['sales_role'] = 'Sales Manager';
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$data['sales_manager'] = [[ // only himself
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'id' => $row->id,
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'first_name' => $row->first_name,
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'role' => $role,
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'nhance_branch_id' => $nhance_branch_id,
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]];
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$data['sales_manager_ids'] = [$logged_user_id];
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// ── Sales Head (Role 1 or 5) ─────────────────────────────────────
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} elseif (in_array($role, [1, 5])) {
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$data['sales_role'] = 'Sales Head';
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$data['sales_manager'] = $branch_managers; // reuse QUERY 1 result
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$data['sales_manager_ids'] = array_column($branch_managers, 'id');
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$data['sales_manager_with_head'] = array_merge($branch_heads, $branch_managers); // reuse
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$data['sales_manager_with_head_ids'] = array_column($data['sales_manager_with_head'], 'id');
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}
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return $data;
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}
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public function noPage($type = null)
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{
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$page_type = $type ?? 'Page';
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$data['tab_name'] = 'Sales ' . $page_type;
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$data['page_name'] = 'Sales ' . $page_type;
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echo view('layout/header', $data);
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echo '<div class="col-12">
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<div class="card text-center">
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<div class="card-body">
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<h3>Oops! ' . esc($page_type) . ' is under construction.</h3>
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<img src="https://omjsblog.files.wordpress.com/2023/07/errorimg.png" alt="Error Image" style="max-width: 100%; height: auto;">
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</div>
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</div>
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</div>';
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echo view('layout/footer', $data);
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}
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/**
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* GET /api/sales/activities/(:num)/complete
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*/
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public function completeActivity($id) {
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try {
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$data = $this->request->getJSON(true);
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$data['updated_by'] = $this->getUserId();
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// 1. Mark current activity as completed
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$this->activityModel->completeActivity((int)$id, [
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'completion_notes' => $data['completion_notes'],
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'updated_by' => $data['updated_by']
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]);
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// 2. Handle follow-up if requested
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$google_calender_response = [];
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if (!empty($data['schedule_followup']) && $data['schedule_followup'] === 'yes') {
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$activity = $this->activityModel->find($id);
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$activity_data = [
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'lead_id' => $activity['lead_id'],
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'activity_type' => $data['followup_type'],
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'notes' => $data['followup_notes'],
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'scheduled_date' => $data['followup_schedule'],
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'assigned_to' => $activity['assigned_to'],
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'status' => 'pending',
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'created_by' => $this->getUserId()
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];
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$this->activityModel->insert($activity_data);
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// add google calender event
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$google_calender_response = $this->addCalenderEvent($activity_data);
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}
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return $this->respond(['status' => 'success', 'message' => 'Activity updated', 'google_calender_response' => $google_calender_response]);
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} catch (\Exception $e) {
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return $this->failServerError($e->getMessage());
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}
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}
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/**
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* Corrected createLead to handle assigned_to as ID
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*/
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public function createLead()
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{
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try {
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$data = $this->request->getJSON(true);
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$data['created_by'] = $this->getUserId();
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// Ensure assigned_to is a valid integer from user_profiles
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if (empty($data['assigned_to'])) {
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return $this->fail('Please assign this lead to a user.');
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}
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if (!$this->leadModel->insert($data)) {
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return $this->fail($this->leadModel->errors());
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}
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return $this->respondCreated(['status' => 'success', 'id' => $this->leadModel->getInsertID()]);
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} catch (\Exception $e) {
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return $this->failServerError($e->getMessage());
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}
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}
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// ==================== LEAD APIs ====================
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/**
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* Get all leads with pagination and filters
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* GET /api/sales/leads
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*/
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public function getLeads()
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{
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try {
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$limit = $this->request->getGet('limit') ?? 10;
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$offset = $this->request->getGet('offset') ?? 0;
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$filters = [
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'status' => $this->request->getGet('status'),
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'assigned_to' => $this->request->getGet('assigned_to'),
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'search' => $this->request->getGet('search'),
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];
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$result = $this->leadModel->getLeadsWithFilters($filters, $limit, $offset);
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return $this->respond([
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'status' => 'success',
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'data' => $result['data'],
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'total' => $result['total'],
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'limit' => $limit,
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'offset' => $offset,
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'counts' => $result['counts'],
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]);
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} catch (\Exception $e) {
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return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
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}
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}
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/**
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* Get single lead with complete details
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* GET /api/sales/leads/{id}
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*/
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public function getLead($id)
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{
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try {
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$lead = $this->leadModel->getLeadComplete($id);
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if (!$lead) {
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return $this->failNotFound('Lead not found');
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}
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return $this->respond([
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'status' => 'success',
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'data' => $lead
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]);
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} catch (\Exception $e) {
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return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
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}
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}
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/**
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* Update lead
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* PUT /api/sales/leads/{id}
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*/
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public function updateLead($id)
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{
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try {
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if (!$this->leadModel->find((int)$id)) {
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return $this->failNotFound('Lead not found');
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}
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$data = $this->request->getJSON(true);
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$data['updated_by'] = $this->getUserId();
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if (!$this->leadModel->update($id, $data)) {
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return $this->fail($this->leadModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
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}
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$lead = $this->leadModel->getLeadComplete($id);
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return $this->respond([
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'status' => 'success',
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'message' => 'Lead updated successfully',
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'data' => $lead
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]);
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} catch (\Exception $e) {
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return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
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}
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}
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/**
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* Delete lead
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* DELETE /api/sales/leads/{id}
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*/
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public function deleteLead($id)
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{
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try {
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if (!$this->leadModel->find((int)$id)) {
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return $this->failNotFound('Lead not found');
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}
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$this->leadModel->delete($id);
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return $this->respondDeleted([
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'status' => 'success',
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'message' => 'Lead deleted successfully'
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]);
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} catch (\Exception $e) {
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return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
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}
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}
|
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|
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/**
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* Get lead statistics
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* GET /api/sales/leads/stats
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*/
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public function getLeadStats()
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{
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try {
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$userId = $this->request->getGet('user_id');
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$stats = $this->leadModel->getLeadStats($userId);
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return $this->respond([
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'status' => 'success',
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'data' => $stats
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]);
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} catch (\Exception $e) {
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return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
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}
|
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}
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|
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// ==================== CONTACT PERSON APIs ====================
|
||
|
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/**
|
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* Get contacts for a lead
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* GET /api/sales/leads/{leadId}/contacts
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*/
|
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public function getContacts($leadId)
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{
|
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try {
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$contacts = $this->contactModel->getContactsByLead($leadId);
|
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|
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return $this->respond([
|
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'status' => 'success',
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'data' => $contacts
|
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]);
|
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} catch (\Exception $e) {
|
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return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Create contact person
|
||
* POST /api/sales/contacts
|
||
*/
|
||
public function createContact()
|
||
{
|
||
try {
|
||
$data = $this->request->getJSON(true);
|
||
$data['created_by'] = $this->getUserId();
|
||
$data['updated_by'] = $this->getUserId();
|
||
|
||
if (!$this->contactModel->insert($data)) {
|
||
return $this->fail($this->contactModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
||
}
|
||
|
||
$contactId = $this->contactModel->getInsertID();
|
||
$contact = $this->contactModel->find((int)$contactId);
|
||
|
||
return $this->respondCreated([
|
||
'status' => 'success',
|
||
'message' => 'Contact created successfully',
|
||
'data' => $contact
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Update contact person
|
||
* PUT /api/sales/contacts/{id}
|
||
*/
|
||
public function updateContact($id)
|
||
{
|
||
try {
|
||
if (!$this->contactModel->find((int)$id)) {
|
||
return $this->failNotFound('Contact not found');
|
||
}
|
||
|
||
$data = $this->request->getJSON(true);
|
||
$data['updated_by'] = $this->getUserId();
|
||
|
||
$contact = $this->contactModel->find($id);
|
||
|
||
if (isset($data['is_primary']) && $data['is_primary'] == 1) {
|
||
// Reset all contacts for this lead to 0 primary
|
||
$this->contactModel->where('lead_id', $contact['lead_id'])
|
||
->set(['is_primary' => 0])
|
||
->update();
|
||
}
|
||
|
||
if (!$this->contactModel->update((int)$id, $data)) {
|
||
return $this->fail($this->contactModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
||
}
|
||
|
||
$contact = $this->contactModel->find((int)$id);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'message' => 'Contact updated successfully',
|
||
'data' => $contact
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Delete contact person
|
||
* DELETE /api/sales/contacts/{id}
|
||
*/
|
||
public function deleteContact($id)
|
||
{
|
||
try {
|
||
if (!$this->contactModel->find((int)$id)) {
|
||
return $this->failNotFound('Contact not found');
|
||
}
|
||
|
||
$this->contactModel->delete((int)$id);
|
||
|
||
return $this->respondDeleted([
|
||
'status' => 'success',
|
||
'message' => 'Contact deleted successfully'
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Set primary contact
|
||
* PUT /api/sales/contacts/{id}/set-primary
|
||
*/
|
||
public function setPrimaryContact($id)
|
||
{
|
||
try {
|
||
$contact = $this->contactModel->find((int)$id);
|
||
|
||
if (!$contact) {
|
||
return $this->failNotFound('Contact not found');
|
||
}
|
||
|
||
$this->contactModel->setPrimaryContact($id, $contact['lead_id']);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'message' => 'Primary contact updated successfully'
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
// ==================== ACTIVITY APIs ====================
|
||
|
||
/**
|
||
* Get all activities with filters
|
||
* GET /api/sales/activities
|
||
*/
|
||
public function getActivities()
|
||
{
|
||
try {
|
||
$limit = $this->request->getGet('limit') ?? 10;
|
||
$offset = $this->request->getGet('offset') ?? 0;
|
||
|
||
$filters = [
|
||
'status' => $this->request->getGet('status'),
|
||
'activity_type' => $this->request->getGet('activity_type'),
|
||
'assigned_to' => $this->request->getGet('assigned_to'),
|
||
'date_from' => $this->request->getGet('date_from'),
|
||
'date_to' => $this->request->getGet('date_to'),
|
||
];
|
||
|
||
$result = $this->activityModel->getActivitiesWithFilters($filters, $limit, $offset);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'data' => $result['data'],
|
||
'total' => $result['total'],
|
||
'limit' => $limit,
|
||
'offset' => $offset,
|
||
'counts' => $result['counts'],
|
||
], 200);
|
||
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Get activities for a specific lead
|
||
* GET /api/sales/leads/{leadId}/activities
|
||
*/
|
||
public function getLeadActivities($leadId)
|
||
{
|
||
try {
|
||
$status = $this->request->getGet('status');
|
||
$activities = $this->activityModel->getActivitiesByLead($leadId, $status);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'data' => $activities
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Get activity timeline for a lead
|
||
* GET /api/sales/leads/{leadId}/timeline
|
||
*/
|
||
public function getActivityTimeline($leadId)
|
||
{
|
||
try {
|
||
$timeline = $this->activityModel->getActivityTimeline($leadId);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'data' => $timeline
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Get upcoming activities for user
|
||
* GET /api/sales/activities/upcoming
|
||
*/
|
||
public function getUpcomingActivities()
|
||
{
|
||
try {
|
||
$userId = $this->getUserId();
|
||
$days = $this->request->getGet('days') ?? 7;
|
||
$limit = $this->request->getGet('limit') ?? 10;
|
||
|
||
$activities = $this->activityModel->getUpcomingActivities($userId, $days, $limit);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'data' => $activities
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Create activity
|
||
* POST /api/sales/activities
|
||
*/
|
||
public function createActivity()
|
||
{
|
||
try {
|
||
$data = $this->request->getJSON(true);
|
||
$data['created_by'] = $this->getUserId();
|
||
$data['updated_by'] = $this->getUserId();
|
||
|
||
// FIX: Convert the array to a JSON string so it fits in the VARCHAR column
|
||
if (isset($data['additional_assigned_ids']) && is_array($data['additional_assigned_ids'])) {
|
||
$data['additional_assigned_ids'] = json_encode($data['additional_assigned_ids']);
|
||
}
|
||
|
||
$activityId = $this->activityModel->insert($data);
|
||
if (!$activityId) {
|
||
return $this->fail($this->activityModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
||
}
|
||
|
||
$data['activity_id'] = $activityId;
|
||
|
||
// add google calender event
|
||
$response = $this->addCalenderEvent($data);
|
||
log_message("error", '[GOOGLE_CALENDER] addCalenderEvent response: ' . json_encode($response));
|
||
|
||
$activityId = $this->activityModel->getInsertID();
|
||
$activity = $this->activityModel->find((int)$activityId);
|
||
|
||
// OPTIONAL: Decode it back to an array for the API response so the frontend gets a clean array
|
||
if (isset($activity['additional_assigned_ids'])) {
|
||
$activity['additional_assigned_ids'] = json_decode($activity['additional_assigned_ids'], true);
|
||
}
|
||
|
||
return $this->respondCreated([
|
||
'status' => 'success',
|
||
'message' => 'Activity created successfully',
|
||
'data' => $activity,
|
||
'google_calender_response' => $response
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Update activity
|
||
* PUT /api/sales/activities/{id}
|
||
*/
|
||
public function updateActivity($id)
|
||
{
|
||
try {
|
||
if (!$this->activityModel->find((int)$id)) {
|
||
return $this->failNotFound('Activity not found');
|
||
}
|
||
|
||
$data = $this->request->getJSON(true);
|
||
$data['updated_by'] = $this->getUserId();
|
||
|
||
// FIX: Convert the array to a JSON string for updating
|
||
if (isset($data['additional_assigned_ids']) && is_array($data['additional_assigned_ids'])) {
|
||
$data['additional_assigned_ids'] = json_encode($data['additional_assigned_ids']);
|
||
}
|
||
|
||
if (!$this->activityModel->update($id, $data)) {
|
||
return $this->fail($this->activityModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
||
}
|
||
|
||
$activity = $this->activityModel->find((int)$id);
|
||
|
||
// OPTIONAL: Decode it back to an array for the API response
|
||
if (isset($activity['additional_assigned_ids'])) {
|
||
$activity['additional_assigned_ids'] = json_decode($activity['additional_assigned_ids'], true);
|
||
}
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'message' => 'Activity updated successfully',
|
||
'data' => $activity
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
|
||
/**
|
||
* Delete activity
|
||
* DELETE /api/sales/activities/{id}
|
||
*/
|
||
public function deleteActivity($id)
|
||
{
|
||
try {
|
||
if (!$this->activityModel->find((int)$id)) {
|
||
return $this->failNotFound('Activity not found');
|
||
}
|
||
|
||
$this->activityModel->delete((int)$id);
|
||
|
||
return $this->respondDeleted([
|
||
'status' => 'success',
|
||
'message' => 'Activity deleted successfully'
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Get pending activities count
|
||
* GET /api/sales/activities/pending-count
|
||
*/
|
||
public function getPendingCount()
|
||
{
|
||
try {
|
||
$userId = $this->getUserId();
|
||
$count = $this->activityModel->getPendingActivitiesCount($userId);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'data' => ['count' => $count]
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
// ==================== LEAD NOTES APIs ====================
|
||
|
||
/**
|
||
* Get notes for a lead
|
||
* GET /api/sales/leads/{leadId}/notes
|
||
*/
|
||
public function getLeadNotes($leadId)
|
||
{
|
||
try {
|
||
$notes = $this->noteModel->getNotesByLead($leadId);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'data' => $notes
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Create note
|
||
* POST /api/sales/notes
|
||
*/
|
||
public function createNote()
|
||
{
|
||
try {
|
||
$data = $this->request->getJSON(true);
|
||
$data['user_id'] = $this->getUserId();
|
||
$data['created_by'] = $this->getUserId();
|
||
$data['updated_by'] = $this->getUserId();
|
||
|
||
if (!$this->noteModel->insert($data)) {
|
||
return $this->fail($this->noteModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
||
}
|
||
|
||
$noteId = $this->noteModel->getInsertID();
|
||
$note = $this->noteModel->find((int)$noteId);
|
||
|
||
return $this->respondCreated([
|
||
'status' => 'success',
|
||
'message' => 'Note created successfully',
|
||
'data' => $note
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Update note
|
||
* PUT /api/sales/notes/{id}
|
||
*/
|
||
public function updateNote($id)
|
||
{
|
||
try {
|
||
$note = $this->noteModel->find((int)$id);
|
||
|
||
if (!$note) {
|
||
return $this->failNotFound('Note not found');
|
||
}
|
||
|
||
// Check if user owns the note
|
||
if ($note['user_id'] != $this->getUserId()) {
|
||
return $this->failUnauthorized('You are not authorized to update this note');
|
||
}
|
||
|
||
$data = $this->request->getJSON(true);
|
||
$data['updated_by'] = $this->getUserId();
|
||
|
||
if (!$this->noteModel->update($id, $data)) {
|
||
return $this->fail($this->noteModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
||
}
|
||
|
||
$updatedNote = $this->noteModel->find((int)$id);
|
||
|
||
return $this->respond([
|
||
'status' => 'success',
|
||
'message' => 'Note updated successfully',
|
||
'data' => $updatedNote
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
/**
|
||
* Delete note
|
||
* DELETE /api/sales/notes/{id}
|
||
*/
|
||
public function deleteNote($id)
|
||
{
|
||
try {
|
||
$note = $this->noteModel->find((int)$id);
|
||
|
||
if (!$note) {
|
||
return $this->failNotFound('Note not found');
|
||
}
|
||
|
||
// Check if user owns the note
|
||
if ($note['user_id'] != $this->getUserId()) {
|
||
return $this->failUnauthorized('You are not authorized to delete this note');
|
||
}
|
||
|
||
$this->noteModel->delete((int)$id);
|
||
|
||
return $this->respondDeleted([
|
||
'status' => 'success',
|
||
'message' => 'Note deleted successfully'
|
||
]);
|
||
} catch (\Exception $e) {
|
||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||
}
|
||
}
|
||
|
||
// ==================== 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 ====================
|
||
|
||
/**
|
||
* Get current user ID from session or JWT token
|
||
* You'll need to implement this based on your authentication system
|
||
*/
|
||
private function getUserId()
|
||
{
|
||
// If using session
|
||
if (session()->has('user_id')) {
|
||
return session()->get('user_id');
|
||
}
|
||
|
||
// If using JWT, decode token and get user_id
|
||
// Example: return $this->decodeJWT()['user_id'];
|
||
|
||
// For development/testing, you can return a default value
|
||
return 1;
|
||
}
|
||
|
||
|
||
// ==================== Dashboard ====================
|
||
|
||
// ─────────────────────────────────────────────
|
||
// HELPER: Build FY date range from fy_year string
|
||
// e.g. "2024-2025" → ['2024-04-01 00:00:00', '2025-03-31 23:59:59']
|
||
// ─────────────────────────────────────────────
|
||
private function getFYDateRange(string $financialYear): array
|
||
{
|
||
// Format: "2025-2026" — split on last hyphen to get start=2025, end=2026
|
||
$pos = strrpos($financialYear, '-');
|
||
$startYear = substr($financialYear, 0, $pos); // "2025"
|
||
$endYear = substr($financialYear, $pos + 1); // "2026"
|
||
|
||
return [
|
||
'start' => $startYear . '-04-01 00:00:00', // 2025-04-01 00:00:00
|
||
'end' => $endYear . '-03-31 23:59:59', // 2026-03-31 23:59:59
|
||
];
|
||
}
|
||
|
||
// ─────────────────────────────────────────────
|
||
// HELPER: FY quarters (Apr-Jun / Jul-Sep / Oct-Dec / Jan-Mar)
|
||
// ─────────────────────────────────────────────
|
||
private function getFYQuarters(string $financialYear): array
|
||
{
|
||
$pos = strrpos($financialYear, '-');
|
||
$sy = (int)substr($financialYear, 0, $pos); // 2025
|
||
$ey = (int)substr($financialYear, $pos + 1); // 2026
|
||
|
||
return [
|
||
['name' => 'Q1', 'label' => "Q1 (Apr–Jun {$sy})", 'start' => "{$sy}-04-01", 'end' => "{$sy}-06-30"],
|
||
['name' => 'Q2', 'label' => "Q2 (Jul–Sep {$sy})", 'start' => "{$sy}-07-01", 'end' => "{$sy}-09-30"],
|
||
['name' => 'Q3', 'label' => "Q3 (Oct–Dec {$sy})", 'start' => "{$sy}-10-01", 'end' => "{$sy}-12-31"],
|
||
['name' => 'Q4', 'label' => "Q4 (Jan–Mar {$ey})", 'start' => "{$ey}-01-01", 'end' => "{$ey}-03-31"],
|
||
];
|
||
}
|
||
|
||
// ─────────────────────────────────────────────
|
||
// dashboard() — entry point
|
||
// ─────────────────────────────────────────────
|
||
public function dashboard()
|
||
{
|
||
$payload = $this->request->getGet();
|
||
$base = $this->getSalesStaffData();
|
||
$salesRole = $base['sales_role'];
|
||
$salesManagerIds = $base['sales_manager_ids'];
|
||
$userId = get_session_userid();
|
||
|
||
// Get branch id
|
||
$nhanceBranchId = $base['sales_manager'][0]['nhance_branch_id'] ?? null;
|
||
|
||
$current_fin_year = $payload['fy'] ?? getCurrentFinancialYear();
|
||
|
||
$db = \Config\Database::connect();
|
||
|
||
// Available FY years for dropdown
|
||
$fin_years_raw = $db->table('sales_target')
|
||
->select('fy_year', false) // false = no backtick escaping
|
||
->distinct()
|
||
->orderBy('fy_year', 'DESC')
|
||
->get()
|
||
->getResultArray();
|
||
|
||
$fin_years = array_column($fin_years_raw, 'fy_year');
|
||
|
||
if (empty($fin_years)) {
|
||
$fin_years[] = $current_fin_year;
|
||
}
|
||
|
||
// Ensure current FY is available in list
|
||
if (!in_array($current_fin_year, $fin_years)) {
|
||
array_unshift($fin_years, $current_fin_year);
|
||
}
|
||
|
||
// Route by role
|
||
if ($salesRole === 'Sales Head') {
|
||
$this->branchLevelDashboard($nhanceBranchId, $salesManagerIds, $current_fin_year, $fin_years);
|
||
} elseif ($salesRole === 'Sales Manager') {
|
||
$this->salesManagerLevelDashboard($userId, $current_fin_year, $fin_years);
|
||
}
|
||
}
|
||
|
||
// ─────────────────────────────────────────────
|
||
// branchLevelDashboard()
|
||
// ─────────────────────────────────────────────
|
||
public function branchLevelDashboard($branchId, $sales_manager_ids, $current_fin_year, $fin_years)
|
||
{
|
||
try {
|
||
$sales_manager_ids = array_values(array_filter(array_map('intval', $sales_manager_ids)));
|
||
|
||
$db = \Config\Database::connect();
|
||
$fyRange = $this->getFYDateRange($current_fin_year);
|
||
$fyStart = $fyRange['start'];
|
||
$fyEnd = $fyRange['end'];
|
||
|
||
if (empty($sales_manager_ids)) {
|
||
// ── No team members — return empty dashboard ──
|
||
$data = [
|
||
'total_leads' => 0,
|
||
'total_acts' => 0,
|
||
'total_completed_acts' => 0,
|
||
'total_pending_acts' => 0,
|
||
'team' => [],
|
||
'pending_acts' => [],
|
||
'leads_overview' => [],
|
||
'activity_breakdown' => [],
|
||
'team_achievement' => [],
|
||
'opp_achievement' => [],
|
||
'fin_years' => $fin_years,
|
||
'current_fin_year' => $current_fin_year,
|
||
'tab_name' => 'Sales Dashboard',
|
||
'page_name' => 'Sales Dashboard',
|
||
];
|
||
$this->loadLayout('sales/branch_level_dashboard_view', $data);
|
||
return;
|
||
}
|
||
|
||
// 1. Lead count — FY filtered by created_at
|
||
$total_leads = $this->leadModel
|
||
->whereIn('assigned_to', $sales_manager_ids)
|
||
->where('created_at >=', $fyStart)
|
||
->where('created_at <=', $fyEnd)
|
||
->countAllResults();
|
||
|
||
// 2. Total activities — FY filtered by scheduled_date
|
||
$total_activity = $this->activityModel
|
||
->whereIn('assigned_to', $sales_manager_ids)
|
||
->where('scheduled_date >=', $fyStart)
|
||
->where('scheduled_date <=', $fyEnd)
|
||
->countAllResults();
|
||
|
||
// 3. Completed activities — FY filtered
|
||
$total_completed_activity = $this->activityModel
|
||
->whereIn('assigned_to', $sales_manager_ids)
|
||
->where('status', 'completed')
|
||
->where('scheduled_date >=', $fyStart)
|
||
->where('scheduled_date <=', $fyEnd)
|
||
->countAllResults();
|
||
|
||
// 4. Pending activities — FY filtered
|
||
$total_pending_activity = $this->activityModel
|
||
->whereIn('assigned_to', $sales_manager_ids)
|
||
->where('status', 'pending')
|
||
->where('scheduled_date >=', $fyStart)
|
||
->where('scheduled_date <=', $fyEnd)
|
||
->countAllResults();
|
||
|
||
// 5. Team Performance — subqueries FY filtered by scheduled_date
|
||
$teamPerformance = $db->table('user_profiles as u')
|
||
->select("u.id, u.first_name, u.last_name, r.role,
|
||
(SELECT COUNT(*) FROM sales_activities
|
||
WHERE assigned_to = u.id
|
||
AND scheduled_date >= '{$fyStart}'
|
||
AND scheduled_date <= '{$fyEnd}') as total_acts,
|
||
(SELECT COUNT(*) FROM sales_activities
|
||
WHERE assigned_to = u.id AND status = 'completed'
|
||
AND scheduled_date >= '{$fyStart}'
|
||
AND scheduled_date <= '{$fyEnd}') as done_acts", false)
|
||
->join('roles r', 'r.id = u.role')
|
||
->where('u.nhance_branch_id', $branchId)
|
||
->whereIn('u.id', $sales_manager_ids)
|
||
->where('u.is_active', 1)
|
||
->get()
|
||
->getResultArray();
|
||
|
||
// 6. Pending Activities list — FY filtered by scheduled_date
|
||
$pending_activities = $db->table('sales_activities sa')
|
||
->select('sa.activity_id, sa.lead_id, sa.activity_type, sa.scheduled_date,
|
||
sa.status, sa.assigned_to, sal.company_name,
|
||
up.first_name AS assigned_to_name, sa.notes')
|
||
->join('user_profiles up', 'up.id = sa.assigned_to', 'left')
|
||
->join('sales_actual_leads sal', 'sal.lead_id = sa.lead_id', 'left')
|
||
->whereIn('sa.assigned_to', $sales_manager_ids)
|
||
->where('sa.status', 'pending')
|
||
->where('sa.scheduled_date >=', $fyStart)
|
||
->where('sa.scheduled_date <=', $fyEnd)
|
||
->orderBy('sa.scheduled_date', 'DESC')
|
||
->get()
|
||
->getResultArray();
|
||
|
||
// 7. All Leads Overview — FY filtered by sal.created_at
|
||
// Activities & opportunities also scoped to FY via CASE WHEN
|
||
$leadsOverview = $db->table('sales_actual_leads sal')
|
||
->select("sal.lead_id, sal.company_name, sal.status,
|
||
up.first_name AS assigned_to,
|
||
COUNT(DISTINCT CASE WHEN sa.scheduled_date >= '{$fyStart}'
|
||
AND sa.scheduled_date <= '{$fyEnd}' THEN sa.activity_id END) AS activities,
|
||
COUNT(DISTINCT CASE WHEN l.updated_at >= '{$fyStart}'
|
||
AND l.updated_at <= '{$fyEnd}' THEN l.id END) AS opportunities", false)
|
||
->join('user_profiles up', 'up.id = sal.assigned_to', 'left')
|
||
->join('sales_activities sa', 'sa.lead_id = sal.lead_id', 'left')
|
||
->join('leads l', 'l.actual_lead_id = sal.lead_id', 'left')
|
||
->whereIn('sal.assigned_to', $sales_manager_ids)
|
||
->where('sal.created_at >=', $fyStart)
|
||
->where('sal.created_at <=', $fyEnd)
|
||
->groupBy('sal.lead_id, sal.company_name, sal.status, up.first_name')
|
||
->orderBy('sal.created_at', 'DESC')
|
||
->get()
|
||
->getResultArray();
|
||
|
||
// Protect against division by zero in query #8
|
||
$total_activity_safe = $total_activity > 0 ? $total_activity : 1;
|
||
|
||
// 8. Activity Breakdown — FY filtered by scheduled_date
|
||
$activityBreakdown = $db->table('sales_activities')
|
||
->select("activity_type,
|
||
COUNT(*) AS total,
|
||
ROUND(COUNT(*) * 100.0 / {$total_activity_safe}, 0) AS percentage", false)
|
||
->whereIn('assigned_to', $sales_manager_ids)
|
||
->where('scheduled_date >=', $fyStart)
|
||
->where('scheduled_date <=', $fyEnd)
|
||
->groupBy('activity_type')
|
||
->orderBy('total', 'DESC')
|
||
->get()
|
||
->getResultArray();
|
||
|
||
// 9. Team Achievement (for achievement list + modal)
|
||
$teamAchievement = $this->buildTeamAchievement(
|
||
$db, $sales_manager_ids, $branchId, $current_fin_year, $fyStart, $fyEnd
|
||
);
|
||
|
||
// 10. Opportunities Achievement per member
|
||
$oppAchievement = $this->buildOppAchievement(
|
||
$db, $sales_manager_ids, $branchId, $current_fin_year, $fyStart, $fyEnd
|
||
);
|
||
|
||
$data = [
|
||
'total_leads' => $total_leads,
|
||
'total_acts' => $total_activity,
|
||
'total_completed_acts' => $total_completed_activity,
|
||
'total_pending_acts' => $total_pending_activity,
|
||
'team' => $teamPerformance,
|
||
'pending_acts' => $pending_activities,
|
||
'leads_overview' => $leadsOverview,
|
||
'activity_breakdown' => $activityBreakdown,
|
||
'team_achievement' => $teamAchievement, // used by JS TEAM constant
|
||
'opp_achievement' => $oppAchievement, // used by JS OPP_DATA constant
|
||
'fin_years' => $fin_years,
|
||
'current_fin_year' => $current_fin_year,
|
||
'tab_name' => 'Sales Dashboard',
|
||
'page_name' => 'Sales Dashboard',
|
||
];
|
||
|
||
$this->loadLayout('sales/branch_level_dashboard_view', $data);
|
||
|
||
} catch (\Exception $e) {
|
||
return $this->failServerError($e->getMessage());
|
||
}
|
||
}
|
||
|
||
// ─────────────────────────────────────────────
|
||
// buildTeamAchievement()
|
||
// Builds the TEAM array for the achievement list
|
||
// ─────────────────────────────────────────────
|
||
private function buildTeamAchievement($db, array $sales_manager_ids, $branchId, string $fy, string $fyStart, string $fyEnd): array
|
||
{
|
||
$quarters = $this->getFYQuarters($fy);
|
||
|
||
// Gradient palette (cycles)
|
||
$gradients = [
|
||
['grad' => 'linear-gradient(135deg,#10b981,#34d399)', 'color' => '#10b981'],
|
||
['grad' => 'linear-gradient(135deg,#06b6d4,#67e8f9)', 'color' => '#06b6d4'],
|
||
['grad' => 'linear-gradient(135deg,#4f46e5,#818cf8)', 'color' => '#4f46e5'],
|
||
['grad' => 'linear-gradient(135deg,#ec4899,#f9a8d4)', 'color' => '#ec4899'],
|
||
['grad' => 'linear-gradient(135deg,#f97316,#fbbf24)', 'color' => '#f97316'],
|
||
];
|
||
|
||
$members = $db->table('user_profiles as u')
|
||
->select('u.id, u.first_name, u.last_name, r.role')
|
||
->join('roles r', 'r.id = u.role')
|
||
->where('u.nhance_branch_id', $branchId)
|
||
->whereIn('u.id', $sales_manager_ids)
|
||
->where('u.is_active', 1)
|
||
->get()
|
||
->getResultArray();
|
||
|
||
$result = [];
|
||
|
||
foreach ($members as $idx => $m) {
|
||
$uid = (int)$m['id'];
|
||
|
||
// Target from sales_target
|
||
$targetRow = $db->table('sales_target')
|
||
->where('user_id', $uid)
|
||
->where('fy_year', $fy)
|
||
->get()
|
||
->getRowArray();
|
||
$targetAmt = (float)($targetRow['target_amount'] ?? 0);
|
||
|
||
// Achieved (won leads in FY)
|
||
$achievedAmt = (float)$this->getUserAchievedAmount($fy, $uid);
|
||
|
||
// Activities — FY filtered by scheduled_date
|
||
$totalActs = $db->table('sales_activities')
|
||
->where('assigned_to', $uid)
|
||
->where('scheduled_date >=', $fyStart)
|
||
->where('scheduled_date <=', $fyEnd)
|
||
->countAllResults();
|
||
$doneActs = $db->table('sales_activities')
|
||
->where('assigned_to', $uid)
|
||
->where('status', 'completed')
|
||
->where('scheduled_date >=', $fyStart)
|
||
->where('scheduled_date <=', $fyEnd)
|
||
->countAllResults();
|
||
|
||
// Activity breakdown — FY filtered
|
||
$actRows = $db->table('sales_activities')
|
||
->select('activity_type, COUNT(*) as cnt')
|
||
->where('assigned_to', $uid)
|
||
->where('scheduled_date >=', $fyStart)
|
||
->where('scheduled_date <=', $fyEnd)
|
||
->groupBy('activity_type')
|
||
->get()->getResultArray();
|
||
$activities = [];
|
||
foreach ($actRows as $ar) {
|
||
$activities[$ar['activity_type']] = (int)$ar['cnt'];
|
||
}
|
||
|
||
// Quarter splits
|
||
$splits = [];
|
||
foreach ($quarters as $q) {
|
||
$qStart = $q['start'] . ' 00:00:00';
|
||
$qEnd = $q['end'] . ' 23:59:59';
|
||
|
||
// Achievement = SUM(exp_amt) for won policies in this quarter
|
||
$qAchievedRow = $db->query("
|
||
SELECT COALESCE(SUM(ptcs.exp_amt), 0) AS total
|
||
FROM policy_transaction pt
|
||
LEFT JOIN pt_co_share_details ptcs
|
||
ON ptcs.pt_id = pt.id
|
||
AND ptcs.is_active = 1
|
||
WHERE pt.sales_generated_by = ?
|
||
AND pt.issuer_branch = ?
|
||
AND pt.created_at >= ?
|
||
AND pt.created_at <= ?
|
||
", [$uid, $branchId, $qStart, $qEnd])->getRowArray();
|
||
$qAchieved = (float)($qAchievedRow['total'] ?? 0);
|
||
|
||
$qTarget = $targetAmt > 0 ? round($targetAmt / 4, 2) : 0;
|
||
|
||
$qActs = $db->table('sales_activities')
|
||
->where('assigned_to', $uid)
|
||
->where('scheduled_date >=', $qStart)
|
||
->where('scheduled_date <=', $qEnd)
|
||
->countAllResults();
|
||
|
||
$qDone = $db->table('sales_activities')
|
||
->where('assigned_to', $uid)
|
||
->where('status', 'completed')
|
||
->where('scheduled_date >=', $qStart)
|
||
->where('scheduled_date <=', $qEnd)
|
||
->countAllResults();
|
||
|
||
$qLeads = $db->table('sales_actual_leads')
|
||
->where('assigned_to', $uid)
|
||
->where('created_at >=', $qStart)
|
||
->where('created_at <=', $qEnd)
|
||
->countAllResults();
|
||
|
||
$splits[] = [
|
||
'name' => $q['label'],
|
||
'start' => date('M Y', strtotime($q['start'])),
|
||
'end' => date('M Y', strtotime($q['end'])),
|
||
'target' => $qTarget,
|
||
'achieved' => $qAchieved,
|
||
'acts' => $qActs,
|
||
'done' => $qDone,
|
||
'leads' => $qLeads,
|
||
];
|
||
}
|
||
|
||
$palette = $gradients[$idx % count($gradients)];
|
||
|
||
$result[] = [
|
||
'id' => $uid,
|
||
'first_name' => $m['first_name'],
|
||
'last_name' => $m['last_name'],
|
||
'role' => $m['role'],
|
||
'total_acts' => $totalActs,
|
||
'done_acts' => $doneActs,
|
||
'target_amt' => $targetAmt,
|
||
'achieved_amt' => $achievedAmt,
|
||
'grad' => $palette['grad'],
|
||
'color' => $palette['color'],
|
||
'splits' => $splits,
|
||
'activities' => $activities,
|
||
];
|
||
}
|
||
|
||
return $result;
|
||
}
|
||
|
||
// ─────────────────────────────────────────────
|
||
// buildOppAchievement()
|
||
// Opportunities via policy_transaction + pt_co_share_details
|
||
// Returns per-member: totals + flat policy list (no quarterly grouping)
|
||
// ─────────────────────────────────────────────
|
||
private function buildOppAchievement($db, array $sales_manager_ids, $branchId, string $fy, string $fyStart, string $fyEnd): array
|
||
{
|
||
$result = [];
|
||
|
||
foreach ($sales_manager_ids as $uid) {
|
||
|
||
// ── Target ──
|
||
$targetRow = $db->table('sales_target')
|
||
->where('user_id', $uid)
|
||
->where('fy_year', $fy)
|
||
->get()
|
||
->getRowArray();
|
||
$targetAmt = (float)($targetRow['target_amount'] ?? 0);
|
||
|
||
// ── All policy rows for this user in FY ──
|
||
// policy_no, issue_date (from pt), amount (exp_amt from child), created_at
|
||
// If no matching pt_co_share_details row exists, exp_amt = 0
|
||
// Policy list for Tab 2: policy_transaction + exp_amt from pt_co_share_details
|
||
$policyRows = $db->query("
|
||
SELECT
|
||
pt.id,
|
||
pt.policy_no,
|
||
pt.created_at AS issue_date,
|
||
COALESCE(ptcs.exp_amt, 0) AS amount,
|
||
pt.created_at AS created_at
|
||
FROM policy_transaction pt
|
||
LEFT JOIN pt_co_share_details ptcs
|
||
ON ptcs.pt_id = pt.id
|
||
AND ptcs.is_active = 1
|
||
WHERE pt.sales_generated_by = ?
|
||
AND pt.issuer_branch = ?
|
||
AND pt.created_at >= ?
|
||
AND pt.created_at <= ?
|
||
ORDER BY pt.created_at DESC
|
||
", [$uid, $branchId, $fyStart, $fyEnd])->getResultArray();
|
||
|
||
// ── Totals derived from policy_transaction ──
|
||
$totalPolicies = count($policyRows);
|
||
$totalExpAmt = array_sum(array_column($policyRows, 'amount'));
|
||
|
||
// Clean policy list for JS
|
||
$policies = array_map(function($row) {
|
||
return [
|
||
'policy_no' => $row['policy_no'],
|
||
'issue_date' => $row['issue_date'],
|
||
'amount' => (float)$row['amount'],
|
||
'created_at' => $row['created_at'],
|
||
];
|
||
}, $policyRows);
|
||
|
||
// ── Won Leads for this user in FY (Table 2 in modal) ──
|
||
// leads.actual_lead_id maps to sales_actual_leads.id
|
||
// leads.type: 1 = EB, else = Non-EB
|
||
$wonLeads = $db->query("
|
||
SELECT
|
||
sal.lead_id,
|
||
sal.company_name AS company,
|
||
CASE WHEN l.lead_type = 1 THEN 'EB' ELSE 'Non-EB' END AS lead_type,
|
||
l.created_at AS created_at,
|
||
l.status
|
||
FROM leads l
|
||
INNER JOIN sales_actual_leads sal
|
||
ON sal.lead_id = l.actual_lead_id
|
||
WHERE l.status = 'won'
|
||
AND sal.assigned_to = ?
|
||
AND l.created_at >= ?
|
||
AND l.created_at <= ?
|
||
ORDER BY l.created_at DESC
|
||
", [$uid, $fyStart, $fyEnd])->getResultArray();
|
||
|
||
$result[$uid] = [
|
||
'total_policies' => $totalPolicies,
|
||
'total_exp_amt' => $totalExpAmt,
|
||
'target_amt' => $targetAmt,
|
||
'policies' => $policies,
|
||
'won_leads' => $wonLeads, // for Table 2 in modal Tab 2
|
||
];
|
||
}
|
||
|
||
return $result;
|
||
}
|
||
|
||
// ─────────────────────────────────────────────
|
||
// getUserAchievedAmount()
|
||
// ─────────────────────────────────────────────
|
||
public function getUserAchievedAmount($financialYear, $userId)
|
||
{
|
||
// "2025-2026" → strrpos splits correctly into 2025 / 2026
|
||
$pos = strrpos($financialYear, '-');
|
||
$startYear = substr($financialYear, 0, $pos); // "2025"
|
||
$endYear = substr($financialYear, $pos + 1); // "2026"
|
||
|
||
$startFY = $startYear . '-04-01 00:00:00'; // 2025-04-01
|
||
$endFY = $endYear . '-03-31 23:59:59'; // 2026-03-31
|
||
|
||
// Achievement = SUM(exp_amt) from policy_transaction + pt_co_share_details
|
||
$db = \Config\Database::connect();
|
||
$row = $db->query("
|
||
SELECT COALESCE(SUM(ptcs.exp_amt), 0) AS achieved_amount
|
||
FROM policy_transaction pt
|
||
LEFT JOIN pt_co_share_details ptcs
|
||
ON ptcs.pt_id = pt.id
|
||
AND ptcs.is_active = 1
|
||
WHERE pt.sales_generated_by = ?
|
||
AND pt.created_at >= ?
|
||
AND pt.created_at <= ?
|
||
", [$userId, $startFY, $endFY])->getRowArray();
|
||
|
||
return (float)($row['achieved_amount'] ?? 0.00);
|
||
}
|
||
|
||
// ─────────────────────────────────────────────
|
||
// salesManagerLevelDashboard()
|
||
// ─────────────────────────────────────────────
|
||
public function salesManagerLevelDashboard($userId, $current_fin_year = null, $fin_years = [])
|
||
{
|
||
$db = \Config\Database::connect();
|
||
|
||
try {
|
||
|
||
// -------------------------------
|
||
// Financial Year Handling
|
||
// -------------------------------
|
||
if (empty($current_fin_year)) {
|
||
$current_fin_year = getCurrentFinancialYear();
|
||
}
|
||
|
||
$fyRange = $this->getFYDateRange($current_fin_year);
|
||
$fyStart = $fyRange['start'];
|
||
$fyEnd = $fyRange['end'];
|
||
|
||
// -------------------------------
|
||
// Target (FY Based)
|
||
// -------------------------------
|
||
$target = $db->table('sales_target')
|
||
->where('user_id', $userId)
|
||
->where('fy_year', $current_fin_year)
|
||
->get()
|
||
->getRowArray();
|
||
|
||
$targetAmount = (float)($target['target_amount'] ?? 0);
|
||
|
||
// -------------------------------
|
||
// Achieved (FY Based)
|
||
// -------------------------------
|
||
$achievedAmount = (float)$this->getUserAchievedAmount($current_fin_year, $userId);
|
||
|
||
$remainingAmount = $targetAmount - $achievedAmount;
|
||
$achievementPercent = ($targetAmount > 0)
|
||
? min(100, round(($achievedAmount / $targetAmount) * 100))
|
||
: 0;
|
||
|
||
// -------------------------------
|
||
// Activity Summary (FY Based using created_at)
|
||
// -------------------------------
|
||
$activitySummary = [
|
||
'total' => $this->activityModel
|
||
->where('assigned_to', $userId)
|
||
->where('created_at >=', $fyStart)
|
||
->where('created_at <=', $fyEnd)
|
||
->countAllResults(),
|
||
|
||
'pending' => $this->activityModel
|
||
->where([
|
||
'assigned_to' => $userId,
|
||
'status' => 'pending'
|
||
])
|
||
->where('created_at >=', $fyStart)
|
||
->where('created_at <=', $fyEnd)
|
||
->countAllResults(),
|
||
|
||
'completed' => $this->activityModel
|
||
->where([
|
||
'assigned_to' => $userId,
|
||
'status' => 'completed'
|
||
])
|
||
->where('created_at >=', $fyStart)
|
||
->where('created_at <=', $fyEnd)
|
||
->countAllResults(),
|
||
];
|
||
|
||
// -------------------------------
|
||
// Leads Count (FY Based)
|
||
// -------------------------------
|
||
$myLeadsCount = $this->leadModel
|
||
->where('assigned_to', $userId)
|
||
->where('created_at >=', $fyStart)
|
||
->where('created_at <=', $fyEnd)
|
||
->countAllResults();
|
||
|
||
// -------------------------------
|
||
// Upcoming Activities (FY Based)
|
||
// -------------------------------
|
||
$upcomingActivities = $this->activityModel
|
||
->select('sales_activities.*, sales_actual_leads.company_name')
|
||
->join('sales_actual_leads', 'sales_actual_leads.lead_id = sales_activities.lead_id')
|
||
->where([
|
||
'sales_activities.assigned_to' => $userId,
|
||
'sales_activities.status' => 'pending'
|
||
])
|
||
->where('sales_activities.created_at >=', $fyStart)
|
||
->where('sales_activities.created_at <=', $fyEnd)
|
||
->orderBy('scheduled_date', 'ASC')
|
||
->limit(3)
|
||
->findAll();
|
||
|
||
// -------------------------------
|
||
// Recent Leads (FY Based)
|
||
// -------------------------------
|
||
$recentLeads = $this->leadModel
|
||
->where('assigned_to', $userId)
|
||
->where('created_at >=', $fyStart)
|
||
->where('created_at <=', $fyEnd)
|
||
->orderBy('created_at', 'DESC')
|
||
->limit(5)
|
||
->findAll();
|
||
|
||
// -------------------------------
|
||
// Final Data
|
||
// -------------------------------
|
||
$data = [
|
||
'target_amt' => $targetAmount,
|
||
'achieved' => $achievedAmount,
|
||
'remaining' => $remainingAmount,
|
||
'percent' => $achievementPercent,
|
||
'acts' => $activitySummary,
|
||
'lead_count' => $myLeadsCount,
|
||
'upcoming' => $upcomingActivities,
|
||
'recent_leads' => $recentLeads,
|
||
'fin_years' => $fin_years,
|
||
'current_fin_year' => $current_fin_year,
|
||
'display_fin_years' => format_financial_year($current_fin_year),
|
||
'user_name' => get_session_userdata()->first_name ?? '',
|
||
'tab_name' => 'Sales Dashboard',
|
||
'page_name' => 'Sales Dashboard',
|
||
];
|
||
|
||
return $this->loadLayout('sales/sales_manager_level_dashboard', $data);
|
||
|
||
} catch (\Exception $e) {
|
||
return $this->failServerError($e->getMessage());
|
||
}
|
||
}
|
||
// public function dashboard()
|
||
// {
|
||
// $payload = $this->request->getGet();
|
||
// $base = $this->getSalesStaffData();
|
||
// $salesRole = $base['sales_role'];
|
||
// $salesManagerIds = $base['sales_manager_ids'];
|
||
// $userId = get_session_userid();
|
||
|
||
// // Get branch id from users array
|
||
// $nhanceBranchId = $base['users'][0]['nhance_branch_id'] ?? null;
|
||
|
||
// if ($salesRole === 'Sales Head') {
|
||
// $this->branchLevelDashboard($nhanceBranchId, $salesManagerIds);
|
||
// // $this->salesManagerLevelDashboard($userId, $salesManagerIds,$payload);
|
||
// } elseif ($salesRole === 'Sales Manager') {
|
||
// $this->salesManagerLevelDashboard($userId, $salesManagerIds,$payload);
|
||
// }
|
||
// }
|
||
|
||
// public function branchLevelDashboard($branchId,$sales_manager_ids)
|
||
// {
|
||
// // Hardcoded branch ID as requested
|
||
// // $branchId = 1;
|
||
|
||
// try {
|
||
// $sales_manager_ids = array_values(array_map('intval', $sales_manager_ids));
|
||
|
||
// // Final safe check
|
||
// if (empty($sales_manager_ids)) {
|
||
// // No valid IDs — skip queries or return empty
|
||
// $total_leads = 0;
|
||
// $total_activity = 0;
|
||
// $total_completed_activity = 0;
|
||
// $total_pending_activity = 0;
|
||
// $pending_activities = [];
|
||
// $recent_activities = [];
|
||
// $teamPerformance = [];
|
||
|
||
// $leadsOverview = [];
|
||
// } else {
|
||
|
||
// if (empty($sales_manager_ids) || !is_array($sales_manager_ids)) {
|
||
// $sales_manager_ids = array_filter((array) $sales_manager_ids); // removes null, "", 0
|
||
// }
|
||
|
||
// // 1. Lead Statistics
|
||
// $total_leads = $this->leadModel->whereIn('assigned_to', $sales_manager_ids)->countAllResults(); // Use countAllResults, NOT countAll
|
||
// // echo $this->leadModel->getLastQuery();die();
|
||
|
||
// // 2. Total activity
|
||
// $total_activity = $this->activityModel->whereIn('assigned_to', $sales_manager_ids)->countAllResults();
|
||
|
||
// // 3. Completed activity
|
||
// $total_completed_activity = $this->activityModel->whereIn('assigned_to', $sales_manager_ids)->where('status', 'completed')->countAllResults();
|
||
|
||
// // 4. Pending activity
|
||
// $total_pending_activity = $this->activityModel->whereIn('assigned_to', $sales_manager_ids)->where('status', 'pending')->countAllResults();
|
||
|
||
// $db = \Config\Database::connect();
|
||
|
||
// // 5. Team Performance
|
||
// $teamPerformance = $db->table('user_profiles as u')
|
||
// ->select('u.first_name, u.last_name, r.role,
|
||
// (SELECT COUNT(*) FROM sales_activities WHERE assigned_to = u.id) as total_acts,
|
||
// (SELECT COUNT(*) FROM sales_activities WHERE assigned_to = u.id AND status = "completed") as done_acts')
|
||
// ->join('roles r', 'r.id = u.role')
|
||
// ->where('u.nhance_branch_id', $branchId)
|
||
// ->whereIn('u.id', $sales_manager_ids)
|
||
// ->where('u.is_active', 1)
|
||
// ->get()->getResultArray();
|
||
|
||
// // 6. Recent Activities (Joining for Lead Names)
|
||
// $recent_activities = $this->activityModel->select('sales_activities.*, sales_actual_leads.company_name')
|
||
// ->join('sales_actual_leads', 'sales_actual_leads.lead_id = sales_activities.lead_id')
|
||
// ->orderBy('sales_activities.scheduled_date', 'DESC')
|
||
// ->limit(6)
|
||
// ->findAll();
|
||
|
||
// // 7. Pending Activities (List)
|
||
// $pending_activities = $db->table('sales_activities sa')
|
||
// ->select('sa.activity_id,sa.lead_id,sa.activity_type,sa.scheduled_date,sa.status,sa.assigned_to,sal.company_name,up.first_name AS assigned_to_name,sa.notes')
|
||
// ->join('user_profiles up', 'up.id = sa.assigned_to', 'left')
|
||
// ->join('sales_actual_leads sal', 'sal.lead_id = sa.lead_id', 'left') // ✅ ADD THIS
|
||
// ->orderBy('sa.scheduled_date', 'DESC')
|
||
// ->whereIn('sa.assigned_to', $sales_manager_ids)
|
||
// ->where('sa.status', 'pending')
|
||
// ->get()->getResultArray();
|
||
|
||
// // 8. All Leads Overview
|
||
// $leadsOverview = $db->table('sales_actual_leads sal')
|
||
// ->select('sal.lead_id,sal.company_name,sal.status,up.first_name AS assigned_to,
|
||
// COUNT(DISTINCT sa.activity_id) AS activities,
|
||
// COUNT(DISTINCT l.id) AS opportunities
|
||
// ')
|
||
// ->join('user_profiles up', 'up.id = sal.assigned_to', 'left')
|
||
// ->join('sales_activities sa', 'sa.lead_id = sal.lead_id', 'left')
|
||
// ->join('leads l', 'l.actual_lead_id = sal.lead_id', 'left')
|
||
// ->groupBy('sal.lead_id, sal.company_name, sal.status, up.first_name')
|
||
// // ->having('COUNT(DISTINCT sa.activity_id) + COUNT(DISTINCT l.id) >', 0) // ← this line
|
||
// ->orderBy('sal.created_at', 'DESC')
|
||
// ->whereIn('sal.assigned_to', $sales_manager_ids)
|
||
// ->get()
|
||
// ->getResultArray();
|
||
|
||
// // 9. Activity BrakDown
|
||
// $activityBreakdown = $db->table('sales_activities')
|
||
// ->select("activity_type, COUNT(*) AS total, ROUND(COUNT(*) * 100.0 / {$total_activity}, 0) AS percentage", false)
|
||
// ->whereIn('assigned_to', $sales_manager_ids)
|
||
// ->groupBy('activity_type')
|
||
// ->orderBy('total', 'DESC')
|
||
// ->get()
|
||
// ->getResultArray();
|
||
// }
|
||
// $data = [
|
||
// 'total_leads' => $total_leads,
|
||
// 'total_acts' => $total_activity,
|
||
// 'total_completed_acts' => $total_completed_activity,
|
||
// 'total_pending_acts'=> $total_pending_activity,
|
||
// 'pipeline_value' => '15.0L', // Hardcoded placeholder from PDF [cite: 14]
|
||
// 'display_fin_years' => format_financial_year($current_fin_year),
|
||
// 'team' => $teamPerformance,
|
||
// 'recent_acts' => $recent_activities,
|
||
// 'pending_acts' => $pending_activities,
|
||
// 'leads_overview' => $leadsOverview,
|
||
// 'activity_breakdown'=> $activityBreakdown,
|
||
// 'tab_name' => "Sales Dashboard",
|
||
// 'page_name' => "Sales Dashboard"
|
||
// ];
|
||
|
||
// // dd($data);
|
||
|
||
// $this->loadLayout('sales/branch_level_dashboard_view', $data);
|
||
|
||
// // return view('sales/dashboard_view', $data);
|
||
|
||
// } catch (\Exception $e) {
|
||
// return $this->failServerError($e->getMessage());
|
||
// }
|
||
// }
|
||
|
||
// public function salesManagerLevelDashboard($userId,$sales_manager_ids, $payload = [])
|
||
// {
|
||
// // $userId = get_session_userid();
|
||
// // $userId = 1;
|
||
// $db = \Config\Database::connect();
|
||
|
||
// try {
|
||
|
||
// // $payload = $this->request->getGet();
|
||
// $current_fin_year = $payload['fy'] ?? getCurrentFinancialYear();
|
||
|
||
|
||
// $fin_years = $db->table('sales_target')
|
||
// ->select('fy_year')
|
||
// ->where('user_id', $userId)
|
||
// ->orderBy('fy_year', 'desc')
|
||
// ->get()
|
||
// ->getResultArray();
|
||
|
||
// $fin_years = array_column($fin_years, 'fy_year');
|
||
|
||
// if(empty($fin_years)){
|
||
// $fin_years[] = $current_fin_year;
|
||
// }
|
||
|
||
// $target = $db->table('sales_target')
|
||
// ->where('user_id', $userId)
|
||
// ->where('fy_year', $current_fin_year)
|
||
// ->get()
|
||
// ->getRowArray();
|
||
|
||
// $targetAmount = $target['target_amount'] ?? 0.00;
|
||
|
||
// // get achieved amount from leads table
|
||
// $achievedAmount = $this->getUserAchievedAmount($current_fin_year, $userId);
|
||
|
||
// $remainingAmount = $targetAmount - $achievedAmount;
|
||
// // $achievementPercent = ($targetAmount > 0) ? round(($achievedAmount / $targetAmount) * 100) : 0;
|
||
// $achievementPercent = ($targetAmount > 0) ? min(100, round(($achievedAmount / $targetAmount) * 100)) : 0;
|
||
|
||
// $activitySummary = [
|
||
// 'total' => $this->activityModel->where('assigned_to', $userId)->countAllResults(),
|
||
// 'pending' => $this->activityModel->where(['assigned_to' => $userId, 'status' => 'pending'])->countAllResults(),
|
||
// 'completed' => $this->activityModel->where(['assigned_to' => $userId, 'status' => 'completed'])->countAllResults(),
|
||
// ];
|
||
|
||
// $myLeadsCount = $this->leadModel->where('assigned_to', $userId)->countAllResults();
|
||
|
||
// $upcomingActivities = $this->activityModel->select('sales_activities.*, sales_actual_leads.company_name')
|
||
// ->join('sales_actual_leads', 'sales_actual_leads.lead_id = sales_activities.lead_id')
|
||
// ->where(['sales_activities.assigned_to' => $userId, 'sales_activities.status' => 'pending'])
|
||
// ->orderBy('scheduled_date', 'ASC')
|
||
// ->limit(3)
|
||
// ->findAll();
|
||
|
||
// $recentLeads = $this->leadModel->where('assigned_to', $userId)
|
||
// ->orderBy('created_at', 'DESC')
|
||
// ->limit(5)
|
||
// ->findAll();
|
||
|
||
// $data = [
|
||
// 'target_amt' => $targetAmount,
|
||
// 'achieved' => $achievedAmount,
|
||
// 'remaining' => $remainingAmount,
|
||
// 'percent' => $achievementPercent,
|
||
// 'acts' => $activitySummary,
|
||
// 'lead_count' => $myLeadsCount,
|
||
// 'upcoming' => $upcomingActivities,
|
||
// 'recent_leads' => $recentLeads,
|
||
// 'fin_years' => $fin_years,
|
||
// 'display_fin_years' => format_financial_year($current_fin_year),
|
||
// 'user_name' => get_session_userdata()->first_namee ?? '',
|
||
// 'tab_name' => "Sales Dashboard",
|
||
// 'page_name' => "Sales Dashboard",
|
||
// 'splits' => [],
|
||
// 'activity_breakdown'=> [],
|
||
// ];
|
||
|
||
|
||
|
||
// // dd($data);
|
||
|
||
// // return view('sales/my_dashboard_view', $data);
|
||
// $this->loadLayout('sales/sales_manager_level_dashboard', $data);
|
||
|
||
// } catch (\Exception $e) {
|
||
// return $this->failServerError($e->getMessage());
|
||
// }
|
||
// }
|
||
|
||
// public function getUserAchievedAmount($financialYear, $userId)
|
||
// {
|
||
// // Split the string into two years
|
||
// $years = explode('-', $financialYear);
|
||
// $startYear = $years[0]; // 2025
|
||
// $endYear = $years[1]; // 2026
|
||
|
||
// // Create the timestamps
|
||
// $startFY = $startYear . '-04-01 00:00:00';
|
||
// $endFY = $endYear . '-03-31 23:59:59';
|
||
|
||
// $achievedAmountData = $this->leadModel
|
||
// ->select('SUM(leads.premium_amount) as achieved_amount')
|
||
// ->join('leads', 'sales_actual_leads.lead_id = leads.actual_lead_id')
|
||
// ->where('sales_actual_leads.assigned_to', $userId)
|
||
// ->where('leads.status', 'won')
|
||
// ->where('leads.updated_at >=', $startFY)
|
||
// ->where('leads.updated_at <=', $endFY)
|
||
// ->findAll();
|
||
|
||
// return $achievedAmountData[0]['achieved_amount'] ?? 0.00;
|
||
// }
|
||
|
||
public function addCalenderEvent($input)
|
||
{
|
||
try {
|
||
|
||
log_message('error', '[GOOGLE_CALENDER] Calendar Event Input: ' . json_encode($input));
|
||
|
||
/* ---------------- VALIDATION ---------------- */
|
||
|
||
if (empty($input['lead_id']) || empty($input['assigned_to']) || empty($input['scheduled_date'])) {
|
||
log_message('error', '[GOOGLE_CALENDER] Calendar Event Missing Required Data');
|
||
return [
|
||
'status' => false,
|
||
'message' => 'Required data missing'
|
||
];
|
||
}
|
||
|
||
/* ---------------- FETCH DATA ---------------- */
|
||
|
||
$lead_data = $this->leadModel
|
||
->where('lead_id', $input['lead_id'])
|
||
->first();
|
||
|
||
if (!$lead_data) {
|
||
log_message('error', '[GOOGLE_CALENDER] Lead Not Found: ' . $input['lead_id']);
|
||
return [
|
||
'status' => false,
|
||
'message' => 'Lead not found'
|
||
];
|
||
}
|
||
|
||
$user_data = $this->userModel
|
||
->where('id', $input['assigned_to'])
|
||
->first();
|
||
|
||
if (!$user_data) {
|
||
log_message('error', '[GOOGLE_CALENDER] User Not Found: ' . $input['assigned_to']);
|
||
return [
|
||
'status' => false,
|
||
'message' => 'Assigned user not found'
|
||
];
|
||
}
|
||
|
||
$activity_data = $this->activityModel->where('activity_id', $input['activity_id'])->first();
|
||
|
||
|
||
$emails[] = $user_data['email'];
|
||
if (isset($activity_data['additional_assigned_ids']) && !empty($activity_data['additional_assigned_ids'])) {
|
||
$additional_assigned_ids = json_decode($activity_data['additional_assigned_ids'], true) ?? [];
|
||
|
||
foreach ($additional_assigned_ids as $additional_assigned_id) {
|
||
$additional_user_data = $this->userModel->where('id', $additional_assigned_id)->first();
|
||
|
||
if (!empty($additional_user_data['email'])) {
|
||
$emails[] = $additional_user_data['email'];
|
||
}
|
||
}
|
||
}
|
||
log_message('error', '[GOOGLE_CALENDER] User emails: ' . json_encode($emails));
|
||
|
||
/* ---------------- SUMMARY ---------------- */
|
||
|
||
$activityType = ucfirst($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 ---------------- */
|
||
|
||
$eventData = [
|
||
'summary' => $summary,
|
||
'meeting_date' => $input['scheduled_date'],
|
||
'description' => $input['notes'] ?? '',
|
||
'emails' => $emails,
|
||
];
|
||
|
||
log_message('error', '[GOOGLE_CALENDER] Google Calendar Payload: ' . json_encode($eventData));
|
||
|
||
/* ---------------- API CALL ---------------- */
|
||
|
||
$response = add_google_calender_event($eventData);
|
||
|
||
log_message('error', '[GOOGLE_CALENDER] Google Calendar Response: ' . json_encode($response));
|
||
|
||
return $response;
|
||
|
||
} catch (\Throwable $e) {
|
||
|
||
log_message('error', '[GOOGLE_CALENDER] Calendar Event Exception: ' . $e->getMessage());
|
||
log_message('error', '[GOOGLE_CALENDER] Calendar Event Trace: ' . $e->getTraceAsString());
|
||
|
||
return [
|
||
'status' => false,
|
||
'message' => 'Calendar event failed',
|
||
'error' => $e->getMessage()
|
||
];
|
||
}
|
||
}
|
||
} |