1025 lines
34 KiB
PHP
1025 lines
34 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\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 $userModel;
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public function __construct()
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{
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$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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}
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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', $data);
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}
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public function activities(){
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$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', $data);
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}
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/**
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* HELPER: Fetches Sales Managers based on the logged-in user's role and branch
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*/
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private function getSalesStaffData(): array
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{
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$db = \Config\Database::connect();
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$logged_user_id = get_session_userid();
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$data = [
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'users' => [],
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'sales_manager_ids' => []
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];
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// Get the Branch ID, Role, Team, and Name of the logged-in user
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$row = $db->table('user_profiles up')
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->select('up.id, up.first_name, up.last_name, up.nhance_branch_id, up.role, ut.team_id')
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->join('user_teams ut', 'ut.user_id = up.id', 'left')
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->where('up.is_active', 1)
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->where('up.id', $logged_user_id)
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->get()
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->getRow();
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$nhance_branch_id = $row ? $row->nhance_branch_id : null;
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$role = $row ? $row->role : null;
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$team_id = $row ? $row->team_id : null;
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// Is the logged-in user a Sales Manager? (Role 4, Team 5)
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if ($role == 4 && $team_id == 5) {
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$data['sales_manager_ids'] = [$logged_user_id];
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$data['users'] = [
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[
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'id' => $row->id,
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'sales_manager' => trim($row->first_name . ' ' . $row->last_name),
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'nhance_branch_id' => $nhance_branch_id
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]
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];
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}
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// Otherwise fetch ALL sales managers in this branch
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elseif ($nhance_branch_id) {
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$data['users'] = $db->table('user_profiles up')
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->select('up.id, up.first_name, up.last_name, 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)
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->where('ut.team_id', 5)
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->where('up.nhance_branch_id', $nhance_branch_id)
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->get()
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->getResultArray();
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$data['sales_manager_ids'] = array_column($data['users'], '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', $data);
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}
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public function completeActivity($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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]);
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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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* 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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// ==================== 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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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);
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}
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}
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/**
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* Create contact person
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* POST /api/sales/contacts
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*/
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public function createContact()
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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'] = $this->getUserId();
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$data['updated_by'] = $this->getUserId();
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if (!$this->contactModel->insert($data)) {
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return $this->fail($this->contactModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
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}
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$contactId = $this->contactModel->getInsertID();
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$contact = $this->contactModel->find((int)$contactId);
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return $this->respondCreated([
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'status' => 'success',
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'message' => 'Contact created successfully',
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'data' => $contact
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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 contact person
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* PUT /api/sales/contacts/{id}
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*/
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public function updateContact($id)
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{
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try {
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if (!$this->contactModel->find((int)$id)) {
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return $this->failNotFound('Contact not found');
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}
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$data = $this->request->getJSON(true);
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$data['updated_by'] = $this->getUserId();
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if (!$this->contactModel->update((int)$id, $data)) {
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return $this->fail($this->contactModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
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}
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$contact = $this->contactModel->find((int)$id);
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return $this->respond([
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'status' => 'success',
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'message' => 'Contact updated successfully',
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'data' => $contact
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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 contact person
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* DELETE /api/sales/contacts/{id}
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*/
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public function deleteContact($id)
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{
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try {
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if (!$this->contactModel->find((int)$id)) {
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return $this->failNotFound('Contact not found');
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}
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$this->contactModel->delete((int)$id);
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return $this->respondDeleted([
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'status' => 'success',
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'message' => 'Contact 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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* Set primary contact
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* PUT /api/sales/contacts/{id}/set-primary
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*/
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public function setPrimaryContact($id)
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{
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try {
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$contact = $this->contactModel->find((int)$id);
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if (!$contact) {
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return $this->failNotFound('Contact not found');
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}
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$this->contactModel->setPrimaryContact($id, $contact['lead_id']);
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return $this->respond([
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'status' => 'success',
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'message' => 'Primary contact updated 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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// ==================== ACTIVITY APIs ====================
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/**
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* Get all activities with filters
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* GET /api/sales/activities
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*/
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public function getActivities()
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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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'activity_type' => $this->request->getGet('activity_type'),
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'assigned_to' => $this->request->getGet('assigned_to'),
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'date_from' => $this->request->getGet('date_from'),
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'date_to' => $this->request->getGet('date_to'),
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];
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$result = $this->activityModel->getActivitiesWithFilters($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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], 200);
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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 activities for a specific lead
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* GET /api/sales/leads/{leadId}/activities
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*/
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public function getLeadActivities($leadId)
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{
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try {
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$status = $this->request->getGet('status');
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$activities = $this->activityModel->getActivitiesByLead($leadId, $status);
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return $this->respond([
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'status' => 'success',
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'data' => $activities
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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 activity timeline for a lead
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* GET /api/sales/leads/{leadId}/timeline
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*/
|
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public function getActivityTimeline($leadId)
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{
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try {
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$timeline = $this->activityModel->getActivityTimeline($leadId);
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return $this->respond([
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'status' => 'success',
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'data' => $timeline
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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 upcoming activities for user
|
|
* GET /api/sales/activities/upcoming
|
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*/
|
|
public function getUpcomingActivities()
|
|
{
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try {
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$userId = $this->getUserId();
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$days = $this->request->getGet('days') ?? 7;
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$limit = $this->request->getGet('limit') ?? 10;
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|
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$activities = $this->activityModel->getUpcomingActivities($userId, $days, $limit);
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return $this->respond([
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'status' => 'success',
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'data' => $activities
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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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/**
|
|
* Create activity
|
|
* POST /api/sales/activities
|
|
*/
|
|
public function createActivity()
|
|
{
|
|
try {
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$data = $this->request->getJSON(true);
|
|
$data['created_by'] = $this->getUserId();
|
|
$data['updated_by'] = $this->getUserId();
|
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|
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if (!$this->activityModel->insert($data)) {
|
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return $this->fail($this->activityModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
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}
|
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|
|
// add google calender event
|
|
$response = $this->addCalenderEvent($data);
|
|
|
|
$activityId = $this->activityModel->getInsertID();
|
|
$activity = $this->activityModel->find((int)$activityId);
|
|
|
|
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'] = $this->getUserId();
|
|
|
|
if (!$this->activityModel->update($id, $data)) {
|
|
return $this->fail($this->activityModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
|
}
|
|
|
|
$activity = $this->activityModel->find((int)$id);
|
|
|
|
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);
|
|
}
|
|
}
|
|
|
|
// ==================== 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 ====================
|
|
|
|
public function branchLevelDashboard()
|
|
{
|
|
// Hardcoded branch ID as requested
|
|
$branchId = 1;
|
|
|
|
try {
|
|
// 1. Lead Statistics
|
|
$stats = $this->leadModel->getLeadStats(); // Using existing model method
|
|
|
|
// 2. Activity Statistics
|
|
$activityStats = [
|
|
'total' => $this->activityModel->countAllResults(),
|
|
'completed' => $this->activityModel->where('status', 'completed')->countAllResults(),
|
|
'pending' => $this->activityModel->where('status', 'pending')->countAllResults(),
|
|
];
|
|
|
|
// 3. Team Performance (Aggregating activity counts per user)
|
|
$db = \Config\Database::connect();
|
|
$teamPerformance = $db->table('user_profiles as u')
|
|
->select('u.first_name, u.last_name, u.profile as 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')
|
|
->where('u.nhance_branch_id', $branchId)
|
|
->where('u.is_active', 1)
|
|
->get()->getResultArray();
|
|
|
|
// 4. Recent Activities (Joining for Lead Names)
|
|
$recentActivities = $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();
|
|
|
|
// 5. All Leads Overview
|
|
$leadsOverview = $this->leadModel->select('sales_actual_leads.*, user_profiles.first_name, user_profiles.last_name')
|
|
->join('user_profiles', 'user_profiles.id = sales_actual_leads.assigned_to', 'left')
|
|
->findAll();
|
|
|
|
$data = [
|
|
'total_leads' => $stats['total'],
|
|
'total_activities' => $activityStats['total'],
|
|
'completed_acts' => $activityStats['completed'],
|
|
'pipeline_value' => '15.0L', // Hardcoded placeholder from PDF [cite: 14]
|
|
'team' => $teamPerformance,
|
|
'recent_acts' => $recentActivities,
|
|
'leads_overview' => $leadsOverview
|
|
];
|
|
|
|
// dd($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 = 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');
|
|
$fin_years[] = '2024-2025';
|
|
|
|
$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' => $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 ?? ''
|
|
];
|
|
|
|
// 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'
|
|
];
|
|
}
|
|
|
|
/* ---------------- SUMMARY ---------------- */
|
|
|
|
$summary = ucfirst($input['activity_type']) .
|
|
' with ' .
|
|
$lead_data['company_name'];
|
|
|
|
/* ---------------- GOOGLE PAYLOAD ---------------- */
|
|
|
|
$eventData = [
|
|
'summary' => $summary,
|
|
'meeting_date' => $input['scheduled_date'],
|
|
'description' => $input['notes'] ?? '',
|
|
'emails' => [$user_data['email']],
|
|
];
|
|
|
|
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()
|
|
];
|
|
}
|
|
}
|
|
} |