GWM
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@ -99,6 +99,7 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
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//dashboard
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$routes->get('dashboard/managerDashboard', 'DashboardController::managerDashboard');
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$routes->get('dashboard/handlerDashboard', 'DashboardController::handlerDashboard');
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$routes->get('dashboard/staffDashboard', 'DashboardController::staffDashboard');
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$routes->get('dashboard/agentDashboard', 'DashboardController::agentDashboard');
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@ -118,6 +118,19 @@ class ClaimController extends ResourceController
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], 200);
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}
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$uploadFile = $this->request->getFile('claim_file_name');
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$uploadedFileName = null;
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if ($uploadFile && $uploadFile->isValid()) {
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$uploadPath = WRITEPATH . 'uploads/claims/';
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if (!is_dir($uploadPath)) {
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mkdir($uploadPath, 0777, true);
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}
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$uploadedFileName = time() . '_' . $uploadFile->getRandomName();
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$uploadFile->move($uploadPath, $uploadedFileName);
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}
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$status = $this->ClaimStatusModel->where('ticket_type', 8)->first();
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// Prepare claim data for ticket_master
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@ -139,6 +152,7 @@ class ClaimController extends ResourceController
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'claim_type' => $reqData['claim_type'],
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'claim_description'=> $reqData['claim_description'],
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'created_by' => $reqData['created_by'] ?? null,
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'claim_file_name' => $uploadedFileName,
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];
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// Insert claim
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@ -89,35 +89,54 @@ class DashboardController extends ResourceController
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// --- Staff level Quotations Pending ---
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$quotationsPending = $this->db->table('partner_staff ps')
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->select('ps.name as staff_name, COUNT(pe.id) as total_quotation_pending')
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->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Awaiting Quotation'", 'left')
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->where('ps.role_id', 2)
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->where('ps.manager_id',$manager_id)
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->groupBy('ps.id, ps.name')
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->get()->getResultArray();
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// // --- Staff level Quotations Pending ---
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// $quotationsPending = $this->db->table('partner_staff ps')
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// ->select('ps.name as staff_name, COUNT(pe.id) as total_quotation_pending')
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// ->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Awaiting Quotation'", 'left')
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// ->where('ps.role_id', 2)
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// ->where('ps.manager_id',$manager_id)
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// ->groupBy('ps.id, ps.name')
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// ->get()->getResultArray();
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// --- Staff level Quotations Approva Pending ---
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$quotationsApprovalPending = $this->db->table('partner_staff ps')
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->select('ps.name as staff_name, COUNT(pe.id) as total_approval_pending')
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->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Quotation Created'", 'left')
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->where('ps.role_id', 2)
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->where('ps.manager_id',$manager_id)
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->groupBy('ps.id, ps.name')
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->get()->getResultArray();
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// // --- Staff level Quotations Approva Pending ---
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// $quotationsApprovalPending = $this->db->table('partner_staff ps')
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// ->select('ps.name as staff_name, COUNT(pe.id) as total_approval_pending')
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// ->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Quotation Created'", 'left')
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// ->where('ps.role_id', 2)
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// ->where('ps.manager_id',$manager_id)
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// ->groupBy('ps.id, ps.name')
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// ->get()->getResultArray();
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// --- Staff level Policies Pending ---
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$policiesPending = $this->db->table('partner_staff ps')
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->select('ps.name as staff_name, COUNT(pe.id) as total_policis_pending, SUM(pq.premium_amount) as total_premium_value')
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->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Quotation Accepted'", 'left')
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->join('partner_quotation pq', "pq.enquiry_id = pe.id AND pq.status = 'Accepted'", 'left')
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->where('ps.role_id', 2)
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->where('ps.manager_id',$manager_id)
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->groupBy('ps.id, ps.name')
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->get()->getResultArray();
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// // --- Staff level Policies Pending ---
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// $policiesPending = $this->db->table('partner_staff ps')
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// ->select('ps.name as staff_name, COUNT(pe.id) as total_policis_pending, SUM(pq.premium_amount) as total_premium_value')
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// ->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Quotation Accepted'", 'left')
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// ->join('partner_quotation pq', "pq.enquiry_id = pe.id AND pq.status = 'Accepted'", 'left')
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// ->where('ps.role_id', 2)
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// ->where('ps.manager_id',$manager_id)
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// ->groupBy('ps.id, ps.name')
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// ->get()->getResultArray();
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$staffLevelPendingSummary = $this->db->table('partner_enquiry pe')
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->select("
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ps.name AS staff_name,
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ps.id AS staff_id,
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COUNT(pe.id) AS total_assigned,
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SUM(CASE WHEN pe.status = 'Awaiting Quotation' THEN 1 ELSE 0 END) AS awaiting_quotation,
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SUM(CASE WHEN pe.status = 'Quotation Created' THEN 1 ELSE 0 END) AS pending_quotation_approval,
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SUM(CASE WHEN pe.status = 'Quotation Accepted' THEN 1 ELSE 0 END) AS awaiting_policy,
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SUM(CASE WHEN pe.status = 'Policy Created' THEN 1 ELSE 0 END) AS policy_created
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")
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->join('partner_staff ps', 'ps.id = pe.assigned_to', 'left')
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->where('pe.manager_id', $manager_id)
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->where('pe.is_active', 1)
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->groupBy('pe.assigned_to')
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->orderBy('ps.name', 'ASC')
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->get()
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->getResultArray();
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$result = [
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@ -138,14 +157,52 @@ class DashboardController extends ResourceController
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],
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'agents_performance' => $performanceAgents,
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'unassigned_enquiry' => $unassignedEnquiry,
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'quotations_pending' => $quotationsPending,
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'quotations_approval_pending' => $quotationsApprovalPending,
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'policies_pending' => $policiesPending,
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// 'quotations_pending' => $quotationsPending,
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// 'quotations_approval_pending' => $quotationsApprovalPending,
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// 'policies_pending' => $policiesPending,
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'staff_level_pending_summary' => $staffLevelPendingSummary
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];
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return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
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}
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public function handlerDashboard()
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{
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$handler_id = $this->request->getGet('handler_id');
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if (empty($handler_id)) {
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return $this->response->setJSON([
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'status' => false,
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'message' => 'Handler ID is required.'
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]);
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}
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$staffLevelPendingSummary = $this->db->table('partner_enquiry pe')
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->select("
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ps.name AS staff_name,
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ps.id AS staff_id,
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COUNT(pe.id) AS total_assigned,
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SUM(CASE WHEN pe.status = 'Awaiting Quotation' THEN 1 ELSE 0 END) AS awaiting_quotation,
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SUM(CASE WHEN pe.status = 'Quotation Created' THEN 1 ELSE 0 END) AS pending_quotation_approval,
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SUM(CASE WHEN pe.status = 'Quotation Accepted' THEN 1 ELSE 0 END) AS awaiting_policy,
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SUM(CASE WHEN pe.status = 'Policy Created' THEN 1 ELSE 0 END) AS policy_created
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")
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->join('partner_staff ps', 'ps.id = pe.assigned_to', 'left')
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->where('ps.handler_id', $handler_id)
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->where('pe.is_active', 1)
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->groupBy('pe.assigned_to')
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->orderBy('ps.name', 'ASC')
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->get()
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->getResultArray();
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$result = [
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'staff_level_pending_summary' => $staffLevelPendingSummary
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];
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return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
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}
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public function staffDashboard()
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{
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@ -87,66 +87,80 @@ class EndorsementController extends ResourceController
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public function createEndorsement()
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{
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try {
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$reqData = $this->request->getJSON(true);
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{
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try {
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$reqData = $this->request->getJSON(true);
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// Validate required fields
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if (empty($reqData['policy_number']) || empty($reqData['endorsement_type']) || empty($reqData['endorsement_description'])) {
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return $this->respond(['status' => 'failed','code' => 400,'data' => 'policy_number, endorsement_type and endorsement_description are required' ], 200);
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}
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// Validate required fields
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if (empty($reqData['policy_number']) || empty($reqData['endorsement_type']) || empty($reqData['endorsement_description'])) {
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return $this->respond(['status' => 'failed','code' => 400,'data' => 'policy_number, endorsement_type and endorsement_description are required' ], 200);
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}
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// Fetch policy details
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$policy = $this->PolicyModel->select('partner_policy.*, Q.insurer_id, Q.insurer_branch_id, E.name as client_name, E.mobile as client_mobile, E.email as client_email, E.reg_no')
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->join('partner_quotation Q', 'Q.id = partner_policy.quotation_id AND Q.status = "Accepted"', 'left')
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->join('partner_enquiry E', 'E.id = partner_policy.enquiry_id', 'left')
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->where('partner_policy.policy_number', $reqData['policy_number'])
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->first();
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// Fetch policy details
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$policy = $this->PolicyModel->select('partner_policy.*, Q.insurer_id, Q.insurer_branch_id, E.name as client_name, E.mobile as client_mobile, E.email as client_email, E.reg_no')
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->join('partner_quotation Q', 'Q.id = partner_policy.quotation_id AND Q.status = "Accepted"', 'left')
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->join('partner_enquiry E', 'E.id = partner_policy.enquiry_id', 'left')
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->where('partner_policy.policy_number', $reqData['policy_number'])
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->first();
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if (empty($policy)) {
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return $this->respond(['status' => 'failed','code' => 404,'data' => 'Policy not found'], 200);
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}
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if (empty($policy)) {
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return $this->respond(['status' => 'failed','code' => 404,'data' => 'Policy not found'], 200);
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}
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// Prepare endorsement data
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$endorsementData = [
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'policy_number' => $policy['policy_number'],
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'client_policy_id' => $policy['client_policy_id'] ?? null,
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'insurer_id' => $policy['insurer_id'] ?? null,
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'insurer_branch_id' => $policy['insurer_branch_id'] ?? null,
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'client_id' => $policy['client_id'] ?? null,
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'agent_id' => $policy['agent_id'] ?? null,
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'manager_id' => $policy['manager_id'] ?? null,
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'endorsement_type' => $reqData['endorsement_type'],
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'endorsement_description'=> $reqData['endorsement_description'],
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'endorsement_no' => $reqData['endorsement_no'] ?? null,
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'created_by' => $reqData['created_by'] ?? null,
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'status' => 'Open',
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'is_active' => 1
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];
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// ✅ Insert endorsement
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if (!$this->EndorsementModel->insert($endorsementData)) {
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$uploadFile = $this->request->getFile('endorsement_file_name');
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$uploadedFileName = null;
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if ($uploadFile && $uploadFile->isValid()) {
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$uploadPath = WRITEPATH . 'uploads/endorsement/';
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if (!is_dir($uploadPath)) {
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mkdir($uploadPath, 0777, true);
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}
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$uploadedFileName = time() . '_' . $uploadFile->getRandomName();
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$uploadFile->move($uploadPath, $uploadedFileName);
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}
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// Prepare endorsement data
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$endorsementData = [
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'policy_number' => $policy['policy_number'],
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'client_policy_id' => $policy['client_policy_id'] ?? null,
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'insurer_id' => $policy['insurer_id'] ?? null,
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'insurer_branch_id' => $policy['insurer_branch_id'] ?? null,
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'client_id' => $policy['client_id'] ?? null,
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'agent_id' => $policy['agent_id'] ?? null,
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'manager_id' => $policy['manager_id'] ?? null,
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'endorsement_type' => $reqData['endorsement_type'],
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'endorsement_description'=> $reqData['endorsement_description'],
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'endorsement_no' => $reqData['endorsement_no'] ?? null,
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'created_by' => $reqData['created_by'] ?? null,
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'status' => 'Open',
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'endorsement_file_name' => $uploadedFileName,
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'is_active' => 1
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];
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// ✅ Insert endorsement
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if (!$this->EndorsementModel->insert($endorsementData)) {
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return $this->respond([
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'status' => 'failed',
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'code' => 422,
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'data' => $this->EndorsementModel->errors()
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], 422);
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}
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return $this->respond([
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'status' => 'success',
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'code' => 200,
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'data' => ['endorsement_id' => $this->EndorsementModel->getInsertID()]
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], 200);
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} catch (\Exception $e) {
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return $this->respond([
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'status' => 'failed',
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'code' => 422,
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'data' => $this->EndorsementModel->errors()
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], 422);
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'code' => 500,
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'data' => $e->getMessage()
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], 500);
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}
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return $this->respond([
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'status' => 'success',
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'code' => 200,
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'data' => ['endorsement_id' => $this->EndorsementModel->getInsertID()]
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], 200);
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} catch (\Exception $e) {
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return $this->respond([
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'status' => 'failed',
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'code' => 500,
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'data' => $e->getMessage()
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], 500);
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}
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}
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@ -33,6 +33,7 @@ class ClaimModel extends Model
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'vehicle_id',
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'claim_description',
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'is_active',
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'claim_file_name'
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];
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// Auto timestamps
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@ -23,6 +23,7 @@ class EndorsementModel extends Model
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'endorsement_type',
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'endorsement_description',
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'status',
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'endorsement_file_name',
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'created_at',
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'updated_by',
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'updated_at',
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