FIX_dashboard

app/Config/Routes.php

@@ -94,7 +94,7 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
     $routes->get('enquiry/getQuickQuoteEnquiryList', 'EnquiryController::getQuickQuoteEnquiryList');
     $routes->get('enquiry/updateEnquiryInProgress', 'EnquiryController::updateEnquiryInProgress');
     $routes->get('enquiry/updateEnquiryStatus', 'EnquiryController::updateEnquiryStatus');
-    $routes->get('enquiry/checkDuplicate', 'EnquiryController::checkDuplicate');
+    $routes->get('enquiry/checkVehicleDuplicate', 'EnquiryController::checkVehicleDuplicate');
 
 
     //Proposal
@@ -129,6 +129,9 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
     $routes->get('dashboard/handlerDashboard', 'DashboardController::handlerDashboard');
     $routes->get('dashboard/staffDashboard', 'DashboardController::staffDashboard');
     $routes->get('dashboard/agentDashboard', 'DashboardController::agentDashboard');
+    
+    $routes->get("dashboard/businessDashboard", "DashboardController::businessDashboard");
+    $routes->get("dashboard/partnerDashboard", "DashboardController::partnerDashboard");
 
     //invoice
     $routes->get('invoice/list', 'InvoiceController::invoiceList');

app/Controllers/DashboardController.php

@@ -423,5 +423,464 @@ class DashboardController extends ResourceController
 
         return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
     }
+
+    //business dashboard = month-wise insurer,broker and product (PolicyCount , Premium)
+    public function businessDashboard()
+    {
+        // Initialize the details array to ensure the final output is always structured.
+        $details = [ 'brokerWise' => [], 'productWise' => [], 'insurerWise' => []];
+        $code = 200;
+        $message = "Business Dashboard Data Retrieved Successfully";
+
+        try {
+            // 1. Fetch all data concurrently (or sequentially, as shown)
+            $details['brokerWise'] = $this->brokerWise();
+            $details['productWise'] = $this->productWise();
+            $details['insurerWise'] = $this->insurerWise();
+
+            // 2. Check for overall emptiness (optional, but good practice)
+            $is_empty = array_reduce($details, function ($carry, $item) {
+                return $carry && empty($item);
+            }, true);
+        
+            if ($is_empty) {
+                // Throw a 404 if ALL data sections are empty
+                throw new \RuntimeException('No Data Found', 404);
+            }
+
+            // 3. Return a successful, combined JSON response    
+            return $this->response->setJSON([
+                'status'  => 'success',
+                'data'    => $details, // Contains the nested arrays: brokerWise, productWise, insurerWise
+                'code'    => 200,
+                'message' => $message,
+                'ref'     => 'NIL'
+            ])->setStatusCode(200);
+
+        } catch (\Throwable $e) {
+            // --- Centralized Error Handling Logic ---
+            $code = ($e->getCode() && $e->getCode() >= 100 && $e->getCode() < 600)
+                ? $e->getCode() : 500;
+
+            $isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
+                || $e instanceof \mysqli_sql_exception
+                || $e instanceof \PDOException;
+
+            if ($isDbError) {
+                // Log the full error, but return minimal info for security
+                $ref = $e->getFile() . " / LN : " . $e->getLine();
+            } else {
+                // This catches the \RuntimeException for "No Data found" (code 404)
+                $ref = "Application exception occurred";
+            }
+
+            // Return an error JSON response
+            return $this->response->setJSON([
+                'status'  => 'error',
+                'data'    => [], // Return empty data on error
+                'code'    => $e->getCode(),
+                'message' => $e->getMessage(),
+                'ref'     => $ref,
+            ])->setStatusCode($code);
+        }
+    }
+
+    //partner dashboard = month-wise PolicyCount , month-wise Premium, No Agent For Last 10 Days and below 50thouands Premium agentwise 
+    public function partnerDashboard()
+    {
+        // Initialize the details array to ensure the final output is always structured.
+        $code = 200;
+        $message = "Partner Dashboard Data Retrieved Successfully";
+        $details = [ 'monthlyPolicyCount' => [],'monthlyPremiumAmount' => [],'noPolicyTimeRange' => [],'below50tPremiumTimeRange' => []];
+                    // 'agentNoPolicyLast10Days' => [],// 'agentBelow50tPremiumLast10Days' => [],
+                    
+        try {
+            // 1. Fetch all data concurrently (or sequentially, as shown)
+            $date   = $this->request->getGet('date');
+            $date   = $date ?? date('Y-m-d'); 
+            $limit  = $limit ?? 50; 
+            $value  = $value ?? 10;
+            $unit   = $unit ?? 'DAY';
+
+            $details['monthlyPolicyCount'] = $this->agentMonthlyPolicyCount($date,$limit);
+            $details['monthlyPremiumAmount'] = $this->agentMonthlyPremiumAmount($date,$limit);
+            $details['noPolicyTimeRange'] = $this->agentNoPolicyTimeRange($value,$unit);
+            $details['below50tPremiumTimeRange'] = $this->agentBelow50tPremiumTimeRange($value,$unit);
+
+
+            // 2. Check for overall emptiness (optional, but good practice)
+            $is_empty = array_reduce($details, function ($carry, $item) {
+                return $carry && empty($item);
+            }, true);
+        
+            if ($is_empty) {
+                throw new \RuntimeException('No Data Found', 404);
+            }
+
+            // 3. Return a successful, combined JSON response
+            return $this->response->setJSON([
+                'status'  => 'success',
+                'data'    => $details, // Contains the nested arrays: brokerWise, productWise, insurerWise
+                'code'    => 200,
+                'message' => $message,
+                'ref'     => 'NIL'
+            ])->setStatusCode(200);
+
+        } catch (\Throwable $e) {
+            // --- Centralized Error Handling Logic ---
+            $code = ($e->getCode() && $e->getCode() >= 100 && $e->getCode() < 600)
+                ? $e->getCode() : 500;
+
+            $isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
+                || $e instanceof \mysqli_sql_exception
+                || $e instanceof \PDOException;
+
+            if ($isDbError) {
+                // Log the full error, but return minimal info for security
+                $ref = $e->getFile() . " / LN : " . $e->getLine();
+            } else {
+                // This catches the \RuntimeException for "No Data found" (code 404)
+                $ref = "Application exception occurred";
+            }
+
+            // Return an error JSON response
+            return $this->response->setJSON([
+                'status'  => 'error',
+                'data'    => [], // Return empty data on error
+                'code'    => $e->getCode(),
+                'message' => $e->getMessage(),
+                'ref'     => $ref,
+            ])->setStatusCode($code);
+        }
+
+    }
+    //Step 1.1
+    public function insurerWise(){
+
+        $builder = $this->db->table('partner_policy pp');
+
+        $builder->select("
+            DATE_FORMAT(CURRENT_DATE(), '%b') AS curr_month,
+            YEAR(CURRENT_DATE()) AS year_of_curr_month,
+            DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%b') AS pre_month,
+            YEAR(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH)) AS year_of_last_month,
+            i.name,
+            i.short_name,
+            i.id AS insurer_id,
+            pq.insurer_id AS PQ_insurer_id,
+            pq.insurer_id,
+            pp.insured_name,
+
+            COUNT(
+                CASE
+                    WHEN MONTH(pp.created_on) = MONTH(CURRENT_DATE())
+                    AND YEAR(pp.created_on) = YEAR(CURRENT_DATE())
+                    THEN pp.client_policy_id
+                    ELSE NULL
+                END
+            ) AS total_policies_current_month,
+
+            SUM(
+                CASE
+                    WHEN MONTH(pp.created_on) = MONTH(CURRENT_DATE())
+                    AND YEAR(pp.created_on) = YEAR(CURRENT_DATE())
+                    THEN pp.premium_amount
+                    ELSE 0
+                END
+            ) AS total_premium_current_month,
+
+            COUNT(
+                CASE
+                    WHEN pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+                    AND pp.created_on < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
+                    THEN pp.client_policy_id
+                    ELSE NULL
+                END
+            ) AS total_policies_pre_month,
+
+            SUM(
+                CASE
+                    WHEN pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+                    AND pp.created_on < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
+                    THEN pp.premium_amount
+                    ELSE 0
+                END
+            ) AS total_premium_pre_month
+        ");
+
+        $builder->join('partner_quotation pq', 'pq.id = pp.quotation_id', 'left');
+        $builder->join('insurers i', 'i.id = pq.insurer_id', 'left');
+
+        $builder->where("
+            pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+            AND pp.created_on < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+        ", null, false);
+
+        $builder->where("pq.insurer_id != 0");
+        $builder->groupBy('pq.insurer_id');
+        $builder->orderBy('pq.insurer_id');
+
+        $query = $builder->get();
+        $result = $query->getResultArray();   
+        return $result;
+
+    }
+
+    //Step 1.2
+    public function brokerWise(){
+
+            $builder = $this->db->table('partner_policy pp');
+            $builder->select("
+                DATE_FORMAT(CURRENT_DATE(), '%b') AS curr_month,
+                YEAR(CURRENT_DATE()) AS year_of_curr_month,
+                DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%b') AS pre_month,
+                YEAR(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH)) AS year_of_last_month,
+                pb.name AS broker_name,
+                pb.id AS broker_id,
+                pe.broker_id AS PE_broker_id,
+
+                COUNT(
+                    CASE
+                        WHEN MONTH(pp.created_on) = MONTH(CURRENT_DATE())
+                        AND YEAR(pp.created_on) = YEAR(CURRENT_DATE())
+                        THEN pp.client_policy_id
+                        ELSE NULL
+                    END
+                ) AS total_policies_current_month,
+
+                SUM(
+                    CASE
+                        WHEN MONTH(pp.created_on) = MONTH(CURRENT_DATE())
+                        AND YEAR(pp.created_on) = YEAR(CURRENT_DATE())
+                        THEN pp.premium_amount
+                        ELSE 0
+                    END
+                ) AS total_premium_current_month,
+
+                COUNT(
+                    CASE
+                        WHEN pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+                        AND pp.created_on < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
+                        THEN pp.client_policy_id
+                        ELSE NULL
+                    END
+                ) AS total_policies_pre_month,
+
+                SUM(
+                    CASE
+                        WHEN pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+                        AND pp.created_on < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
+                        THEN pp.premium_amount
+                        ELSE 0
+                    END
+                ) AS total_premium_pre_month
+            ");
+
+            $builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
+            $builder->join('partner_brokers pb', 'pb.id = pe.broker_id', 'left');
+
+            $builder->where("
+                pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+                AND pp.created_on < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+            ", null, false);
+
+            $builder->groupBy('pb.id');
+            $builder->orderBy('pb.id');
+
+            $query = $builder->get();
+            $result = $query->getResultArray();   
+            return $result;
+    }
+
+    //Step 1.3
+    public function productWise(){
+        $builder = $this->db->table('partner_policy pp');
+            $builder->select("
+                DATE_FORMAT(CURRENT_DATE(), '%b') AS curr_month,
+                YEAR(CURRENT_DATE()) AS year_of_curr_month,
+                DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%b') AS pre_month,
+                YEAR(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH)) AS year_of_last_month,
+                pp.vehicle_type,
+
+                COUNT(
+                    CASE
+                        WHEN MONTH(pp.created_on) = MONTH(CURRENT_DATE())
+                        AND YEAR(pp.created_on) = YEAR(CURRENT_DATE())
+                        THEN pp.client_policy_id
+                        ELSE NULL
+                    END
+                ) AS total_policies_current_month,
+
+                SUM(
+                    CASE
+                        WHEN MONTH(pp.created_on) = MONTH(CURRENT_DATE())
+                        AND YEAR(pp.created_on) = YEAR(CURRENT_DATE())
+                        THEN pp.premium_amount
+                        ELSE 0
+                    END
+                ) AS total_premium_current_month,
+
+                COUNT(
+                    CASE
+                        WHEN pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+                        AND pp.created_on < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
+                        THEN pp.client_policy_id
+                        ELSE NULL
+                    END
+                ) AS total_policies_pre_month,
+
+                SUM(
+                    CASE
+                        WHEN pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+                        AND pp.created_on < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
+                        THEN pp.premium_amount
+                        ELSE 0
+                    END
+                ) AS total_premium_pre_month
+            ");
+
+            $builder->where("
+                pp.created_on >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+                AND pp.created_on < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
+            ", null, false);
+
+            $builder->groupBy('pp.vehicle_type');
+
+            $query = $builder->get();
+
+            $result = $query->getResultArray();   
+            return $result;
+
+    }
+
+    //Step 2.1
+    public function agentMonthlyPolicyCount($customDate,$limit){
+
+        // 2.1
+        // $customDate = $custom_date; // '2025-11-05' or CURRENT_DATE()
+        // $limit = 50;
+
+        $builder = $this->db->table('partner_policy pp');
+
+        $builder->select("
+        pp.agent_id AS PP_agent_id,
+        pa.id AS agent_id,
+        pa.name AS agent_name,
+        pa.agent_code,
+        COUNT(pp.id) AS policy_count
+        ");
+
+        $builder->join('partner_agent pa', 'pp.agent_id = pa.id', 'inner');
+        $builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
+
+        $builder->where("MONTH(pp.created_on) = MONTH('$customDate')", null, false);
+        $builder->where("YEAR(pp.created_on) = YEAR('$customDate')", null, false);
+
+        $builder->groupBy(['pa.id']);
+        $builder->orderBy('policy_count', 'DESC');
+        $builder->limit($limit);
+
+        $result = $builder->get()->getResultArray();   
+        return $result;
+
+    }
+
+    //Step 2.2
+    public function agentMonthlyPremiumAmount($customDate,$limit){
+        
+        // 2.2
+        // $customDate = $custom_date; // Example '2025-11-05'
+        // $limit = 50;
+        $builder = $this->db->table('partner_policy pp');
+
+        $builder->select("
+            pp.agent_id AS PP_agent_id,
+            pa.id AS agent_id,
+            pa.name AS agent_name,
+            pa.agent_code,
+            SUM(pp.premium_amount) AS total_premium_amount
+        ");
+
+        $builder->join('partner_agent pa', 'pp.agent_id = pa.id', 'inner');
+        $builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
+        
+        $builder->where("MONTH(pp.created_on) = MONTH('$customDate')", null, false);
+        $builder->where("YEAR(pp.created_on) = YEAR('$customDate')", null, false);
+        
+        // $builder->groupBy(['pa.id']);
+        $builder->orderBy('total_premium_amount', 'DESC');
+        $builder->limit($limit);
+        $result = $builder->get()->getResultArray();   
+        return $result;
+
+    }
+
+    //Step 3
+    public function agentNoPolicyTimeRange($value,$unit){
+        
+        // $value = 10;       // dynamic number (10, 50, 1, 2, 3, etc.)
+        // $unit  = 'DAY';    // DAY, MONTH, YEAR (dynamic)
+        $interval = "DATE_SUB(CURRENT_TIMESTAMP(), INTERVAL $value $unit)";
+
+        $builder = $this->db->table('partner_agent pa');
+        $builder->select('
+            pa.id AS agent_id,
+            pa.name AS agent_name,
+            pa.email,
+            pa.mobile,
+            pa.agent_code,
+            pa.is_active
+            ');
+
+            $builder->join(
+                'partner_policy pp',
+                "pa.id = pp.agent_id AND pp.created_on >= $interval",
+                'left',
+                false   // IMPORTANT → allows raw SQL
+            );
+
+            $builder->where('pp.id', null);
+            $builder->orderBy('pa.name');
+            $result = $builder->get()->getResultArray();   
+            return $result;
+
+    }
     
+    //Step 4
+    public function agentBelow50tPremiumTimeRange($value,$unit){
+        
+        // 4th
+        // $value = 10;       // Dynamic (10, 50, 1, 2, 3...)
+        // $unit  = 'DAY';    // DAY, MONTH, YEAR
+        $interval = "DATE_SUB(CURRENT_TIMESTAMP(), INTERVAL $value $unit)";
+
+
+        $builder = $this->db->table('partner_policy pp');
+
+        $builder->select("
+            pp.premium_amount,
+            pp.agent_id AS PP_agent_id,
+            pa.id AS agent_id,
+            pa.name AS agent_name,
+            pa.agent_code AS agent_code,
+            CASE 
+                WHEN pa.is_active = 1 THEN 'Active Agent'
+                ELSE 'Inactive Agent'
+            END AS agent_status,
+            DATE_FORMAT(pp.created_on, '%d-%m-%Y') AS created_date_ui_formatted,
+            pp.created_on AS created_date_sql_formatted
+        ");
+
+        $builder->join(
+            'partner_agent pa',
+            'pa.id = pp.agent_id',
+            'left'
+        );
+        $builder->where('pp.premium_amount <', 50000);
+        $builder->where("pp.created_on >= $interval", null, false);  // false = prevent escaping raw SQL
+        $builder->orderBy('pp.created_on', 'DESC');
+        $result = $builder->get()->getResultArray();   
+        return $result;
+
+    }
 }

app/Controllers/EnquiryController.php

@@ -667,57 +667,7 @@ class EnquiryController extends ResourceController
 
     public function checkDuplicate()
     {
-        $request = $this->request->getGet();
+        $request = $this->request->getGet("reg_no");
-
-        // Input field => DB column mapping
-        $fieldMapping = [
-            "reg_no" => "vehicle_no",  // frontend → database
-            "mobile" => "mobile",
-            "email"  => "email",
-        ];
-
-        $conditions = [];
-        $inputField = null;   // what user sent
-        $dbField    = null;   // actual column
-
-        // Identify which field user sent
-        foreach ($fieldMapping as $input => $column) {
-            if (!empty($request[$input])) {
-                $inputField = $input;
-                $dbField    = $column;
-                $conditions[$column] = $request[$input];
-                break;
-            }
-        }
-
-        if (!$dbField) {
-            return $this->response->setJSON([
-                'status' => 'error',
-                'message' => 'One of the following is required: email, reg_no, mobile'
-            ])->setStatusCode(400);
-        }
-
-        // Query builder
-        $builder = $this->enquiryModel->where($dbField, $conditions[$dbField]);
-
-        // Exclude this ID if provided
-        if (!empty($request['id'])) {
-            $builder->where('id !=', $request['id']);
-        }
-
-        $enquiry = $builder->first();
-
-        if ($enquiry) {
-            return $this->response->setJSON([
-                'status' => 'exists',
-                'field'  => $inputField   // return the field user sent
-            ]);
-        } else {
-            return $this->response->setJSON([
-                'status' => 'not',
-                'field'  => $inputField
-            ]);
-        }
     }