Nhances/nhance_partner_be
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Dashboard for all 3 users dashboard : GWM

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This commit is contained in:
Gowtham M 2025-09-10 12:05:52 +05:30
parent 03d800583f
commit 0a9c6c35c0
2 changed files with 178 additions and 44 deletions
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2
app/Config/Routes.php
View File

@ -96,6 +96,8 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
$routes->post('endorsement/createEndorsement', 'EndorsementController::createEndorsement');
//dashboard
$routes->get('dashboard/managerDashboard', 'DashboardController::managerDashboard');
$routes->get('dashboard/staffDashboard', 'DashboardController::staffDashboard');
$routes->get('dashboard/agentDashboard', 'DashboardController::agentDashboard');
});

220
app/Controllers/DashboardController.php
View File

@ -13,8 +13,10 @@ class DashboardController extends ResourceController
$this->db = \Config\Database::connect();
}
public function agentDashboard()
public function managerDashboard()
{
$manager_id = $this->request->getGet('manager_id');
$today = date('Y-m-d');
$month = date('m');
$year = date('Y');
@ -23,15 +25,18 @@ class DashboardController extends ResourceController
$policiesToday = $this->db->table('partner_policy')
->where('created_on >=', $today.' 00:00:00')
->where('created_on <=', $today.' 23:59:59')
->where('manager_id',$manager_id)
->countAllResults();
$policiesMonth = $this->db->table('partner_policy')
->where('MONTH(created_on)', $month)
->where('YEAR(created_on)', $year)
->where('manager_id',$manager_id)
->countAllResults();
$policiesYear = $this->db->table('partner_policy')
->where('YEAR(created_on)', $year)
->where('manager_id',$manager_id)
->countAllResults();
// --- Premium Value ---
@ -39,17 +44,20 @@ class DashboardController extends ResourceController
->selectSum('premium_amount', 'total')
->where('created_on >=', $today.' 00:00:00')
->where('created_on <=', $today.' 23:59:59')
->where('manager_id',$manager_id)
->get()->getRow()->total ?? 0);
$premiumMonth = (float) ($this->db->table('partner_policy')
->selectSum('premium_amount', 'total')
->where('MONTH(created_on)', $month)
->where('YEAR(created_on)', $year)
->where('manager_id',$manager_id)
->get()->getRow()->total ?? 0);
$premiumYear = (float) ($this->db->table('partner_policy')
->selectSum('premium_amount', 'total')
->where('YEAR(created_on)', $year)
->where('manager_id',$manager_id)
->get()->getRow()->total ?? 0);
// --- Earnings (same as premium for now) ---
@ -59,54 +67,41 @@ class DashboardController extends ResourceController
$last30 = date('Y-m-d H:i:s', strtotime('-30 days'));
// --- Performance Agents (top 5, last 30 days) ---
$performanceAgents = $this->db->table('partner_policy pp')
->select('pa.id AS agent_id, pa.name AS agent_name, COUNT(pp.id) AS policies_issued, COALESCE(SUM(pp.premium_amount),0) AS premium_value')
->join('partner_agent pa', 'pa.id = pp.agent_id', 'inner')
// --- Performance Agents (last 30 days) ---
$performanceAgents = $this->db->table('partner_agent pa')
->select('pa.id AS agent_id, pa.name AS agent_name, COUNT(pp.id) AS total_policy_issued, COALESCE(SUM(pp.premium_amount),0) AS total_premium_value, IF(COUNT(pp.id)>0,"Active","Inactive") AS status')
->join('partner_policy pp', 'pp.agent_id = pa.id', 'inner')
->where('pp.created_on >=', $last30)
->groupBy('pa.id')
->orderBy('policies_issued', 'DESC')
->limit(5)
->where('pa.manager_id',$manager_id)
->get()
->getResultArray();
// --- Non-Performing Agents (bottom 5, last 30 days) ---
$nonPerformingAgents = $this->db->table('partner_agent pa')
->select('pa.id AS agent_id, pa.name AS agent_name, COUNT(pp.id) AS policies_issued, IF(COUNT(pp.id)>0,"Active","Inactive") AS status')
->join('partner_policy pp', 'pp.agent_id = pa.id', 'left')
->where('pp.created_on >=', $last30)
->groupBy('pa.id')
->orderBy('policies_issued', 'ASC')
->limit(5)
->get()
->getResultArray();
dd($nonPerformingAgents);
// --- Quotations Pending ---
$quotationsPending = $this->db->table('partner_quotation pq')
->select('ps.name as staff_name, COUNT(pq.id) as quotation_issued, COALESCE(SUM(pq.premium_amount),0) as premium_value')
->join('partner_enquiry pe', 'pe.id = pq.enquiry_id')
->join('partner_staff ps', 'ps.id = pe.assigned_to')
->where('pq.status', 'Pending')
->groupBy('ps.id')
->limit(10)
->get()->getResultArray();
// --- Staff level Quotations Pending ---
$quotationsPending = $this->db->table('partner_staff ps')
->select('ps.name as staff_name, COUNT(pe.id) as total_quotation_pending')
->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Awaiting Quotation'", 'left')
->where('ps.role_id', 2)
->where('ps.manager_id',$manager_id)
->groupBy('ps.id, ps.name')
->get()->getResultArray();
dd($quotationsPending);
// --- Policies Pending ---
$policiesPending = $this->db->table('partner_enquiry pe')
->select('ps.name as staff_name, COUNT(pp.id) as policies_issued, COALESCE(SUM(pp.premium_amount),0) as premium_value')
->join('partner_staff ps', 'ps.id = pe.assigned_to')
->join('partner_policy pp', 'pp.enquiry_id = pe.id', 'left')
// ->where('pp.id', null) // correct way in CI4 for IS NULL
->groupBy('ps.id')
->limit(15)
->get()->getResultArray();
return $this->respond([
// --- Staff level Policies Pending ---
$policiesPending = $this->db->table('partner_staff ps')
->select('ps.name as staff_name, COUNT(pe.id) as total_policis_pending, SUM(pq.premium_amount) as total_premium_value')
->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Quotation Accepted'", 'left')
->join('partner_quotation pq', "pq.enquiry_id = pe.id AND pq.status = 'Accepted'", 'left')
->where('ps.role_id', 2)
->where('ps.manager_id',$manager_id)
->groupBy('ps.id, ps.name')
->get()->getResultArray();
$result = [
'policies_issued' => [
'today' => $policiesToday,
'month' => $policiesMonth,
@ -122,11 +117,148 @@ class DashboardController extends ResourceController
'month' => $earningsMonth,
'year' => $earningsYear,
],
'performance_agents' => $performanceAgents,
'non_performing_agents'=> $nonPerformingAgents,
'agents_performance' => $performanceAgents,
'quotations_pending' => $quotationsPending,
'policies_pending' => $policiesPending,
]);
];
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
}
public function staffDashboard()
{
$staff_id = $this->request->getGet('staff_id');
// --- Quotation pending for staff (last 30 days) ---
$quotationsPending = $this->db->table('partner_enquiry pe')
->select('pe.* , I.name as insurer_name, I.short_name as insurer_short_name')
->join('insurers I', 'I.id = pe.insurer_id', 'left')
->where('pe.assigned_to',$staff_id)
->where('pe.status','Awaiting Quotation')
->orderBy('pe.created_on', 'DESC')
->get()
->getResultArray();
// --- Policy pending for staff (last 30 days) ---
$policiesPending = $this->db->table('partner_enquiry pe')
->select('pe.* , I.name as insurer_name, I.short_name as insurer_short_name')
->join('insurers I', 'I.id = pe.insurer_id', 'left')
->where('pe.assigned_to',$staff_id)
->where('pe.status','Quotation Accepted')
->orderBy('pe.created_on', 'DESC')
->get()
->getResultArray();
$result = [
'quotations_pending' => $quotationsPending,
'policies_pending' => $policiesPending,
];
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
}
public function agentDashboard()
{
$agent_id = $this->request->getGet('agent_id');
$today = date('Y-m-d');
$month = date('m');
$year = date('Y');
// --- Policies Issued ---
$policiesToday = $this->db->table('partner_policy')
->where('created_on >=', $today.' 00:00:00')
->where('created_on <=', $today.' 23:59:59')
->where('agent_id',$agent_id)
->countAllResults();
$policiesMonth = $this->db->table('partner_policy')
->where('MONTH(created_on)', $month)
->where('YEAR(created_on)', $year)
->where('agent_id',$agent_id)
->countAllResults();
$policiesYear = $this->db->table('partner_policy')
->where('YEAR(created_on)', $year)
->where('agent_id',$agent_id)
->countAllResults();
// --- Premium Value ---
$premiumToday = (float) ($this->db->table('partner_policy')
->selectSum('premium_amount', 'total')
->where('created_on >=', $today.' 00:00:00')
->where('created_on <=', $today.' 23:59:59')
->where('agent_id',$agent_id)
->get()->getRow()->total ?? 0);
$premiumMonth = (float) ($this->db->table('partner_policy')
->selectSum('premium_amount', 'total')
->where('MONTH(created_on)', $month)
->where('YEAR(created_on)', $year)
->where('agent_id',$agent_id)
->get()->getRow()->total ?? 0);
$premiumYear = (float) ($this->db->table('partner_policy')
->selectSum('premium_amount', 'total')
->where('YEAR(created_on)', $year)
->where('agent_id',$agent_id)
->get()->getRow()->total ?? 0);
// --- Earnings (same as premium for now) ---
$earningsToday = $premiumToday;
$earningsMonth = $premiumMonth;
$earningsYear = $premiumYear;
$last30 = date('Y-m-d H:i:s', strtotime('-30 days'));
// --- Quotation pending for agent (last 30 days) ---
$quotationsPending = $this->db->table('partner_enquiry pe')
->select('pe.* , I.name as insurer_name , I.short_name as insurer_short_name')
->join('insurers I', 'I.id = pe.insurer_id', 'left')
->where('pe.created_on >=', $last30)
->where('pe.agent_id',$agent_id)
->where('pe.status','Awaiting Quotation')
->orderBy('pe.created_on', 'DESC')
->get()
->getResultArray();
// --- Policy pending for agent (last 30 days) ---
$policiesPending = $this->db->table('partner_enquiry pe')
->select('pe.* , I.name as insurer_name , I.short_name as insurer_short_name')
->join('insurers I', 'I.id = pe.insurer_id', 'left')
->where('pe.created_on >=', $last30)
->where('pe.agent_id',$agent_id)
->where('pe.status','Quotation Accepted')
->orderBy('pe.created_on', 'DESC')
->get()
->getResultArray();
$result = [
'policies_issued' => [
'today' => $policiesToday,
'month' => $policiesMonth,
'year' => $policiesYear,
],
'premium_value' => [
'today' => $premiumToday,
'month' => $premiumMonth,
'year' => $premiumYear,
],
'earnings' => [
'today' => $earningsToday,
'month' => $earningsMonth,
'year' => $earningsYear,
],
'quotations_pending' => $quotationsPending,
'policies_pending' => $policiesPending,
];
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
}
}