Nhances/nhance_partner_be
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GWM : dashboard

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This commit is contained in:
Gowtham M 2025-12-06 12:22:48 +05:30
parent 0580c4e0ec
commit ff28ee9d65
1 changed files with 34 additions and 14 deletions
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48
app/Controllers/DashboardController.php
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@ -427,6 +427,9 @@ class DashboardController extends ResourceController
//business dashboard = month-wise insurer,broker and product (PolicyCount , Premium)
public function businessDashboard()
{
$manager_id = $this->request->getGet('manager_id');
// Initialize the details array to ensure the final output is always structured.
$details = [ 'brokerWise' => [], 'productWise' => [], 'insurerWise' => []];
$code = 200;
@ -434,9 +437,9 @@ class DashboardController extends ResourceController
try {
// 1. Fetch all data concurrently (or sequentially, as shown)
$details['brokerWise'] = $this->brokerWise();
$details['productWise'] = $this->productWise();
$details['insurerWise'] = $this->insurerWise();
$details['brokerWise'] = $this->brokerWise($manager_id);
$details['productWise'] = $this->productWise($manager_id);
$details['insurerWise'] = $this->insurerWise($manager_id);
// 2. Check for overall emptiness (optional, but good practice)
$is_empty = array_reduce($details, function ($carry, $item) {
@ -488,6 +491,8 @@ class DashboardController extends ResourceController
//partner dashboard = month-wise PolicyCount , month-wise Premium, No Agent For Last 10 Days and below 50thouands Premium agentwise
public function partnerDashboard()
{
$manager_id = $this->request->getGet('manager_id');
// Initialize the details array to ensure the final output is always structured.
$code = 200;
$message = "Partner Dashboard Data Retrieved Successfully";
@ -502,10 +507,10 @@ class DashboardController extends ResourceController
$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);
$details['monthlyPolicyCount'] = $this->agentMonthlyPolicyCount($date,$limit,$manager_id);
$details['monthlyPremiumAmount'] = $this->agentMonthlyPremiumAmount($date,$limit,$manager_id);
$details['noPolicyTimeRange'] = $this->agentNoPolicyTimeRange($value,$unit,$manager_id);
$details['below50tPremiumTimeRange'] = $this->agentBelow50tPremiumTimeRange($value,$unit,$manager_id);
// 2. Check for overall emptiness (optional, but good practice)
@ -555,7 +560,7 @@ class DashboardController extends ResourceController
}
//Step 1.1
public function insurerWise(){
public function insurerWise($manager_id){
$builder = $this->db->table('partner_policy pp');
@ -616,6 +621,8 @@ class DashboardController extends ResourceController
AND pp.created_on < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
", null, false);
$builder->where('pp.manager_id',$manager_id);
$builder->where("pq.insurer_id != 0");
$builder->groupBy('pq.insurer_id');
$builder->orderBy('pq.insurer_id');
@ -627,7 +634,7 @@ class DashboardController extends ResourceController
}
//Step 1.2
public function brokerWise(){
public function brokerWise($manager_id){
$builder = $this->db->table('partner_policy pp');
$builder->select("
@ -684,6 +691,8 @@ class DashboardController extends ResourceController
AND pp.created_on < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
", null, false);
$builder->where('pp.manager_id',$manager_id);
$builder->groupBy('pb.id');
$builder->orderBy('pb.id');
@ -693,7 +702,7 @@ class DashboardController extends ResourceController
}
//Step 1.3
public function productWise(){
public function productWise($manager_id){
$builder = $this->db->table('partner_policy pp');
$builder->select("
DATE_FORMAT(CURRENT_DATE(), '%b') AS curr_month,
@ -744,6 +753,8 @@ class DashboardController extends ResourceController
AND pp.created_on < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
", null, false);
$builder->where('pp.manager_id',$manager_id);
$builder->groupBy('pp.vehicle_type');
$query = $builder->get();
@ -754,7 +765,7 @@ class DashboardController extends ResourceController
}
//Step 2.1
public function agentMonthlyPolicyCount($customDate,$limit){
public function agentMonthlyPolicyCount($customDate,$limit,$manager_id){
// 2.1
// $customDate = $custom_date; // '2025-11-05' or CURRENT_DATE()
@ -776,6 +787,8 @@ class DashboardController extends ResourceController
$builder->where("MONTH(pp.created_on) = MONTH('$customDate')", null, false);
$builder->where("YEAR(pp.created_on) = YEAR('$customDate')", null, false);
$builder->where('pp.manager_id',$manager_id);
$builder->groupBy(['pa.id']);
$builder->orderBy('policy_count', 'DESC');
$builder->limit($limit);
@ -786,7 +799,7 @@ class DashboardController extends ResourceController
}
//Step 2.2
public function agentMonthlyPremiumAmount($customDate,$limit){
public function agentMonthlyPremiumAmount($customDate,$limit,$manager_id){
// 2.2
// $customDate = $custom_date; // Example '2025-11-05'
@ -806,6 +819,8 @@ class DashboardController extends ResourceController
$builder->where("MONTH(pp.created_on) = MONTH('$customDate')", null, false);
$builder->where("YEAR(pp.created_on) = YEAR('$customDate')", null, false);
$builder->where('pp.manager_id',$manager_id);
// $builder->groupBy(['pa.id']);
$builder->orderBy('total_premium_amount', 'DESC');
@ -816,7 +831,7 @@ class DashboardController extends ResourceController
}
//Step 3
public function agentNoPolicyTimeRange($value,$unit){
public function agentNoPolicyTimeRange($value,$unit,$manager_id){
// $value = 10; // dynamic number (10, 50, 1, 2, 3, etc.)
// $unit = 'DAY'; // DAY, MONTH, YEAR (dynamic)
@ -839,6 +854,8 @@ class DashboardController extends ResourceController
false // IMPORTANT → allows raw SQL
);
$builder->where('pa.manager_id',$manager_id);
$builder->where('pp.id', null);
$builder->orderBy('pa.name');
$result = $builder->get()->getResultArray();
@ -847,7 +864,7 @@ class DashboardController extends ResourceController
}
//Step 4
public function agentBelow50tPremiumTimeRange($value,$unit){
public function agentBelow50tPremiumTimeRange($value,$unit,$manager_id){
// 4th
// $value = 10; // Dynamic (10, 50, 1, 2, 3...)
@ -876,6 +893,9 @@ class DashboardController extends ResourceController
'pa.id = pp.agent_id',
'left'
);
$builder->where('pp.manager_id',$manager_id);
$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');