1169 lines
48 KiB
PHP
1169 lines
48 KiB
PHP
<?php
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namespace App\Controllers;
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use CodeIgniter\RESTful\ResourceController;
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use DateTime;
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class DashboardController extends ResourceController
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{
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protected $db;
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public function __construct()
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{
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$this->db = \Config\Database::connect();
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}
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public function managerDashboard()
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{
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$manager_id = $this->request->getGet('manager_id');
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$today = date('Y-m-d');
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$month = date('m');
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$year = date('Y');
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// --- Policies Issued ---
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$policiesToday = $this->db->table('partner_policy')
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->where('created_on >=', $today.' 00:00:00')
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->where('created_on <=', $today.' 23:59:59')
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->where('manager_id',$manager_id)
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->countAllResults();
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$policiesMonth = $this->db->table('partner_policy')
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->where('MONTH(created_on)', $month)
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->where('YEAR(created_on)', $year)
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->where('manager_id',$manager_id)
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->countAllResults();
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$policiesYear = $this->db->table('partner_policy')
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->where('YEAR(created_on)', $year)
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->where('manager_id',$manager_id)
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->countAllResults();
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// --- Premium Value ---
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$premiumToday = (float) ($this->db->table('partner_policy')
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->selectSum('premium_amount', 'total')
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->where('created_on >=', $today.' 00:00:00')
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->where('created_on <=', $today.' 23:59:59')
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->where('manager_id',$manager_id)
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->get()->getRow()->total ?? 0);
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$premiumMonth = (float) ($this->db->table('partner_policy')
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->selectSum('premium_amount', 'total')
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->where('MONTH(created_on)', $month)
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->where('YEAR(created_on)', $year)
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->where('manager_id',$manager_id)
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->get()->getRow()->total ?? 0);
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$premiumYear = (float) ($this->db->table('partner_policy')
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->selectSum('premium_amount', 'total')
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->where('YEAR(created_on)', $year)
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->where('manager_id',$manager_id)
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->get()->getRow()->total ?? 0);
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// --- Earnings (same as premium for now) ---
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$earningsToday = $premiumToday;
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$earningsMonth = $premiumMonth;
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$earningsYear = $premiumYear;
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$last30 = date('Y-m-d H:i:s', strtotime('-30 days'));
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// --- Performance Agents (last 30 days) ---
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$performanceAgents = $this->db->table('partner_agent pa')
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->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')
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->join('partner_policy pp', 'pp.agent_id = pa.id', 'inner')
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->where('pp.created_on >=', $last30)
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->where('pa.manager_id',$manager_id)
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->get()
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->getResultArray();
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if(count($performanceAgents) == 1 && $performanceAgents[0]['agent_name'] == null){
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$performanceAgents = [];
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}
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// --- Un assigned enquiry ---
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$unassignedEnquiry = $this->db->table('partner_enquiry pe')
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->select('pe.* , pe.name as insured_name , pa.name as agent_name')
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->join('partner_agent pa', 'pa.id = pe.agent_id', 'left')
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->where('pe.assigned_to', 0)
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->where('pe.manager_id', $manager_id)
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->get()
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->getResultArray();
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// // --- Staff level Quotations Pending ---
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// $quotationsPending = $this->db->table('partner_staff ps')
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// ->select('ps.name as staff_name, COUNT(pe.id) as total_quotation_pending')
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// ->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Awaiting Proposal'", 'left')
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// ->where('ps.role_id', 2)
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// ->where('ps.manager_id',$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 = $this->db->table('partner_staff ps')
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// ->select('ps.name as staff_name, COUNT(pe.id) as total_approval_pending')
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// ->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Proposal Created'", 'left')
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// ->where('ps.role_id', 2)
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// ->where('ps.manager_id',$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 = $this->db->table('partner_staff ps')
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// ->select('ps.name as staff_name, COUNT(pe.id) as total_policis_pending, SUM(pq.premium_amount) as total_premium_value')
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// ->join('partner_enquiry pe', "pe.assigned_to = ps.id AND pe.status = 'Proposal Accepted'", 'left')
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// ->join('partner_quotation pq', "pq.enquiry_id = pe.id AND pq.status = 'Accepted'", 'left')
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// ->where('ps.role_id', 2)
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// ->where('ps.manager_id',$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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ps.handler_id,
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COUNT(pe.id) AS total_assigned,
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SUM(CASE WHEN pe.enquiry_status != 'Completed' THEN 1 ELSE 0 END) AS total_pending,
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SUM(CASE WHEN DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_assigned,
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SUM(CASE WHEN pe.enquiry_status = 'Assigned' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_pending,
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SUM(CASE WHEN pe.enquiry_status = 'In progress' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_in_progress,
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SUM(CASE WHEN pe.enquiry_status = 'Completed' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_completed,
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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', $manager_id)
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->where('pe.is_active', 1)
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->where('pe.assigned_to IS NOT NULL')
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->where('pe.assigned_to !=', 0)
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->groupBy('pe.assigned_to')
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->orderBy('ps.name', 'ASC')
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->get()
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->getResultArray();
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foreach ($staffLevelPendingSummary as &$row) {
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$handlerIds = json_decode($row['handler_id'] ?? '[]', true);
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if (!empty($handlerIds)) {
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$handlers = $this->db->table('partner_staff')
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->select('name')
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->whereIn('id', $handlerIds)
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->get()
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->getResultArray();
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$row['handlers'] = array_column($handlers, 'name');
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} else {
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$row['handlers'] = [];
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}
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}
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$result = [
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'policies_issued' => [
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'today' => $policiesToday,
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'month' => $policiesMonth,
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'year' => $policiesYear,
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],
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'premium_value' => [
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'today' => $premiumToday,
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'month' => $premiumMonth,
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'year' => $premiumYear,
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],
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'earnings' => [
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'today' => $earningsToday,
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'month' => $earningsMonth,
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'year' => $earningsYear,
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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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'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 = $this->request->getGet('handler_id');
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$manager_id = $this->request->getGet('manager_id');
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if (empty($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 = $this->db->table('partner_enquiry pe')
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->select("
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ps.name AS staff_name,
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ps.id AS staff_id,
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COUNT(pe.id) AS total_assigned,
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SUM(CASE WHEN pe.enquiry_status != 'Completed' THEN 1 ELSE 0 END) AS total_pending,
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SUM(CASE WHEN DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_assigned,
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SUM(CASE WHEN pe.enquiry_status = 'Assigned' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_pending,
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SUM(CASE WHEN pe.enquiry_status = 'In progress' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_in_progress,
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SUM(CASE WHEN pe.enquiry_status = 'Completed' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_completed,
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")
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->join('partner_staff ps', 'ps.id = pe.assigned_to', 'left')
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->groupStart()
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->where("JSON_CONTAINS(ps.handler_id, '\"$handler_id\"')")
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->orWhere('ps.id', $handler_id)
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->groupEnd()
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// ->where('ps.handler_id', $handler_id)
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->where('pe.is_active', 1)
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->where('pe.assigned_to IS NOT NULL')
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->where('pe.assigned_to !=', 0)
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->groupBy('pe.assigned_to')
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->orderBy('ps.name', 'ASC')
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->get()
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->getResultArray();
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$last30 = date('Y-m-d H:i:s', strtotime('-30 days'));
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// --- Performance Agents (last 30 days) ---
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$performanceAgents = $this->db->table('partner_agent pa')
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->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')
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->join('partner_policy pp', 'pp.agent_id = pa.id', 'inner')
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->where('pp.created_on >=', $last30)
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->where('pa.manager_id',$manager_id)
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->get()
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->getResultArray();
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if(count($performanceAgents) == 1 && $performanceAgents[0]['agent_name'] == null)
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{
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$performanceAgents = [];
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}
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// --- Un assigned enquiry ---
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$unassignedEnquiry = $this->db->table('partner_enquiry pe')
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->select('pe.* , pe.name as insured_name , pa.name as agent_name')
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->join('partner_agent pa', 'pa.id = pe.agent_id', 'left')
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->where('pe.assigned_to', 0)
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->where('pe.manager_id', $manager_id)
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->get()
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->getResultArray();
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$result = [
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'staff_level_pending_summary' => $staffLevelPendingSummary,
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'agents_performance' => $performanceAgents,
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'unassigned_enquiry' => $unassignedEnquiry,
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];
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return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
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}
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public function staffDashboard()
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{
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$staff_id = $this->request->getGet('staff_id');
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// --- Proposal pending for staff (last 30 days) ---
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$quotationsPending = $this->db->table('partner_enquiry pe')
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->select('pe.* ')
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->where('pe.assigned_to',$staff_id)
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->whereIn('pe.status',["Awaiting Proposal","Proposal Rejected"])
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->orderBy('pe.created_on', 'DESC')
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->get()
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->getResultArray();
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// --- Proposal Approval pending for staff (last 30 days) ---
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$quotationsApprovalPending = $this->db->table('partner_enquiry pe')
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->select('pe.* ')
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->where('pe.assigned_to',$staff_id)
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->whereIn('pe.status',["Proposal Created"])
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->orderBy('pe.created_on', 'DESC')
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->get()
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->getResultArray();
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// --- Policy pending for staff (last 30 days) ---
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$policiesPending = $this->db->table('partner_enquiry pe')
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->select('pe.* , I.name as insurer_name, I.short_name as insurer_short_name')
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->join('partner_quotation Q', 'Q.enquiry_id = pe.id AND Q.status = "Accepted"', 'left')
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->join('insurers I', 'I.id = Q.insurer_id', 'left')
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->where('pe.assigned_to',$staff_id)
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->whereIn('pe.status',["Proposal Accepted"])
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->orderBy('pe.created_on', 'DESC')
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->get()
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->getResultArray();
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$result = [
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'quotations_pending' => $quotationsPending,
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'quotations_approval_pending' => $quotationsApprovalPending,
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'quotations_rejected' => $quotationsApprovalPending,
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'policies_pending' => $policiesPending,
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];
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return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
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}
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public function agentDashboard()
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{
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$agent_id = $this->request->getGet('agent_id');
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$today = date('Y-m-d');
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$month = date('m');
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$year = date('Y');
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// --- Policies Issued ---
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$policiesToday = $this->db->table('partner_policy')
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->where('created_on >=', $today.' 00:00:00')
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->where('created_on <=', $today.' 23:59:59')
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->where('agent_id',$agent_id)
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->countAllResults();
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$policiesMonth = $this->db->table('partner_policy')
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->where('MONTH(created_on)', $month)
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->where('YEAR(created_on)', $year)
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->where('agent_id',$agent_id)
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->countAllResults();
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$policiesYear = $this->db->table('partner_policy')
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->where('YEAR(created_on)', $year)
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->where('agent_id',$agent_id)
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->countAllResults();
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// --- Premium Value ---
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$premiumToday = (float) ($this->db->table('partner_policy')
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->selectSum('premium_amount', 'total')
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->where('created_on >=', $today.' 00:00:00')
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->where('created_on <=', $today.' 23:59:59')
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->where('agent_id',$agent_id)
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->get()->getRow()->total ?? 0);
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$premiumMonth = (float) ($this->db->table('partner_policy')
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->selectSum('premium_amount', 'total')
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->where('MONTH(created_on)', $month)
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->where('YEAR(created_on)', $year)
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->where('agent_id',$agent_id)
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->get()->getRow()->total ?? 0);
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$premiumYear = (float) ($this->db->table('partner_policy')
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->selectSum('premium_amount', 'total')
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->where('YEAR(created_on)', $year)
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->where('agent_id',$agent_id)
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->get()->getRow()->total ?? 0);
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// --- Earnings (same as premium for now) ---
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$earningsToday = $premiumToday;
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$earningsMonth = $premiumMonth;
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$earningsYear = $premiumYear;
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$last30 = date('Y-m-d H:i:s', strtotime('-30 days'));
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// --- Proposal pending for agent (last 30 days) ---
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$quotationsPending = $this->db->table('partner_enquiry pe')
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->select('pe.* ')
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->where('pe.created_on >=', $last30)
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->where('pe.agent_id',$agent_id)
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->whereIn('pe.status',["Awaiting Proposal","Proposal Rejected"])
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->orderBy('pe.created_on', 'DESC')
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->get()
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->getResultArray();
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// --- Proposal approval pending for agent (last 30 days) ---
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$quotationsApprovalPending = $this->db->table('partner_enquiry pe')
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->select('pe.* ')
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->where('pe.created_on >=', $last30)
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->where('pe.agent_id',$agent_id)
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->whereIn('pe.status',["Awaiting Created"])
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->orderBy('pe.created_on', 'DESC')
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->get()
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->getResultArray();
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// --- Policy pending for agent (last 30 days) ---
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$policiesPending = $this->db->table('partner_enquiry pe')
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->select('pe.* , I.name as insurer_name , I.short_name as insurer_short_name')
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->join('partner_quotation Q', 'Q.enquiry_id = pe.id AND Q.status = "Accepted"', 'left')
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->join('insurers I', 'I.id = Q.insurer_id', 'left')
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->where('pe.created_on >=', $last30)
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->where('pe.agent_id',$agent_id)
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->where('pe.status','Proposal Accepted')
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->orderBy('pe.created_on', 'DESC')
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->get()
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->getResultArray();
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$result = [
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'policies_issued' => [
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'today' => $policiesToday,
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'month' => $policiesMonth,
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'year' => $policiesYear,
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],
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'premium_value' => [
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'today' => $premiumToday,
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'month' => $premiumMonth,
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'year' => $premiumYear,
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],
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'earnings' => [
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'today' => $earningsToday,
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'month' => $earningsMonth,
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'year' => $earningsYear,
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],
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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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];
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return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
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}
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//business dashboard = month-wise insurer,broker and product (PolicyCount , Premium)
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public function businessDashboard()
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{
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$raw = false;$ref = [];
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$manager_id = $this->request->getGet('manager_id');
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$raw_param = strtolower(trim($this->request->getGet('raw') ?? ''));
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$raw = in_array($raw_param, ['true', '1'], true);
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// Initialize the details array to ensure the final output is always structured.
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$details = [ 'brokerWise' => [], 'productWise' => [], 'insurerWise' => []];
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$message = "Business Dashboard Data Retrieved Successfully";
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try {
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// 1. Fetch all data concurrently (or sequentially, as shown)
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$details['brokerWise'] = $this->brokerWise($manager_id,$raw);
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$details['productWise'] = $this->productWise($manager_id,$raw);
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$details['insurerWise'] = $this->insurerWise($manager_id,$raw);
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|
|
$ref['message'] = $message;
|
|
$ref['brokerWise_total_records'] = is_array($details['brokerWise']) ? count($details['brokerWise']) : 0;
|
|
$ref['productWise_total_records'] = is_array($details['productWise']) ? count($details['productWise']) : 0 ;
|
|
$ref['insurerWise_total_records'] = is_array($details['insurerWise']) ? count($details['insurerWise']) : 0;
|
|
|
|
// 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->respond([ 'status' => 'success', 'code' => 200, 'data' => $details, 'ref' => $ref ], 200);
|
|
|
|
} catch (\Throwable $e) {
|
|
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([ 'status' => 'success', 'code' => 200, 'data' => [], 'ref' => $ref], 200);
|
|
}
|
|
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([ 'status' => 'error', 'code' => $e->getCode(), 'data' => [], 'ref' => $ref], 200);
|
|
}
|
|
}
|
|
|
|
//partner dashboard = month-wise PolicyCount , month-wise Premium, No Agent For Last 10 Days and below 50thouands Premium agentwise
|
|
public function partnerDashboard()
|
|
{
|
|
|
|
$raw = false;$ref = [];
|
|
$manager_id = $this->request->getGet('manager_id');
|
|
$raw_param = strtolower(trim($this->request->getGet('raw') ?? ''));
|
|
$raw = in_array($raw_param, ['true', '1'], true);
|
|
|
|
// Initialize the details array to ensure the final output is always structured.
|
|
$message = "Partner Dashboard Data Retrieved Successfully";
|
|
$details = [ 'agentsPerformanceList' => [],'nonAgentsPerformanceList' => [],'nonAgentsPerformanceListPremium' => []];
|
|
// 'agentNoPolicyLast10Days' => [],// 'agentBelow50tPremiumLast10Days' => [],
|
|
|
|
try {
|
|
// 1. Fetch all data concurrently (or sequentially, as shown)
|
|
$from_date = $this->request->getGet('from_date');
|
|
$to_date = $this->request->getGet('to_date');
|
|
if (empty($from_date) || empty($to_date))
|
|
{
|
|
// Default last 10 days
|
|
$fromDate = date('Y-m-d', strtotime('-10 days'));
|
|
$toDate = date('Y-m-d');
|
|
} else {
|
|
// Convert d-m-Y → Y-m-d
|
|
$fromDate = DateTime::createFromFormat('d-m-Y', $from_date)->format('Y-m-d 00:00:00');
|
|
$toDate = DateTime::createFromFormat('d-m-Y', $to_date)->format('Y-m-d 23:59:59');
|
|
}
|
|
|
|
|
|
|
|
$data1 = $this->getDataPerformingAgents($fromDate, $toDate, $manager_id, false);
|
|
|
|
if (!empty($data1)) {
|
|
|
|
$lastIndex1 = count(reset($data1)) - 1;
|
|
usort($data1, function($a, $b) use ($lastIndex1) {
|
|
$rowA = array_values($a);
|
|
$rowB = array_values($b);
|
|
return (float)$rowB[$lastIndex1] <=> (float)$rowA[$lastIndex1];
|
|
});
|
|
}
|
|
|
|
$details['agentsPerformanceList'] = $data1;
|
|
$details['nonAgentsPerformanceList'] = $this->getDataNonAgentsPerformanceList($fromDate, $toDate,$manager_id,$raw);
|
|
$data2 = $this->getDataLowPremiumAgent($fromDate, $toDate,$manager_id,$raw);
|
|
if (!empty($data2)) {
|
|
|
|
$lastIndex2 = count(reset($data2)) - 1;
|
|
usort($data2, function($a, $b) use ($lastIndex2) {
|
|
$rowC = array_values($a);
|
|
$rowD = array_values($b);
|
|
return (float)$rowD[$lastIndex2] <=> (float)$rowC[$lastIndex2];
|
|
});
|
|
}
|
|
$details['nonAgentsPerformanceListPremium'] = $data2;
|
|
|
|
|
|
// $details['agentsPerformanceListPremium'] = $this->agentMonthlyPremiumAmount($date,$manager_id,$raw);
|
|
|
|
$ref['agentsPerformanceList_monthlyPolicyCountAndPremiumAmount_totalRecords'] = is_array($details['agentsPerformanceList']) ? count($details['agentsPerformanceList']) : 0;
|
|
$ref['nonAgentsPerformanceList_noPolicyTimeRange_totalRecords'] = is_array($details['nonAgentsPerformanceList']) ? count($details['nonAgentsPerformanceList']) : 0;
|
|
$ref['nonAgentsPerformanceListPremium_below50tPremiumTimeRange_totalRecords'] = is_array($details['nonAgentsPerformanceListPremium']) ? count($details['nonAgentsPerformanceListPremium']) : 0;
|
|
|
|
|
|
// 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->respond([ 'status' => 'success', 'code' => 200, 'data' => $details, 'ref' => $ref ], 200);
|
|
|
|
} catch (\Throwable $e) {
|
|
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([ 'status' => 'success', 'code' => 200, 'data' => [], 'ref' => $ref], 200);
|
|
}
|
|
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([ 'status' => 'error', 'code' => $e->getCode(), 'data' => [], 'ref' => $ref], 200);
|
|
}
|
|
|
|
}
|
|
|
|
public function productivityDashboard(){
|
|
|
|
$raw = false;$ref = [];
|
|
$manager_id = $this->request->getGet('manager_id');
|
|
$raw_param = strtolower(trim($this->request->getGet('raw') ?? ''));
|
|
$raw = in_array($raw_param, ['true', '1'], true);
|
|
|
|
// Initialize the details array to ensure the final output is always structured.
|
|
$details = [ 'StaffWise' => []];
|
|
$message = "Productivity Dashboard Data Retrieved Successfully";
|
|
|
|
try {
|
|
// 1. Fetch all data concurrently (or sequentially, as shown)
|
|
$details['StaffWise'] = $this->staffWiseProductList($manager_id,$raw);
|
|
$ref['StaffWise_total_records'] = is_array($details['StaffWise'])
|
|
? count($details['StaffWise'])
|
|
: 0;
|
|
|
|
|
|
// 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->respond([ 'status' => 'success', 'code' => 200, 'data' => $details, 'ref' => $ref ], 200);
|
|
|
|
} catch (\Throwable $e) {
|
|
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([ 'status' => 'success', 'code' => 200, 'data' => [], 'ref' => $ref], 200);
|
|
}
|
|
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([ 'status' => 'error', 'code' => $e->getCode(), 'data' => [], 'ref' => $ref], 200);
|
|
}
|
|
}
|
|
|
|
//Step 1.1
|
|
public function insurerWise($manager_id, $raw){
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
i.name,
|
|
i.short_name,
|
|
i.id AS insurer_id,
|
|
pp.insured_name,
|
|
COUNT(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.policy_number
|
|
ELSE NULL
|
|
END
|
|
) AS total_policies_current_month,
|
|
|
|
SUM(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.premium_amount
|
|
ELSE 0
|
|
END
|
|
) AS total_premium_current_month,
|
|
|
|
COUNT(
|
|
CASE
|
|
WHEN pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
|
|
THEN pp.policy_number
|
|
ELSE NULL
|
|
END
|
|
) AS total_policies_pre_month,
|
|
|
|
SUM(
|
|
CASE
|
|
WHEN pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < 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.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
", null, false);
|
|
|
|
$builder->where('pp.manager_id',$manager_id);
|
|
$builder->where('i.is_active',1);
|
|
|
|
$builder->where("pq.insurer_id != 0");
|
|
$builder->groupBy('pq.insurer_id');
|
|
$builder->orderBy('pq.insurer_id');
|
|
|
|
if ($raw === true) {
|
|
return $builder->getCompiledSelect();
|
|
}
|
|
|
|
$query = $builder->get();
|
|
$result = $query->getResultArray();
|
|
return $result;
|
|
|
|
}
|
|
|
|
//Step 1.2
|
|
public function brokerWise($manager_id, $raw){
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
$builder->select("
|
|
pb.name AS broker_name,
|
|
pb.short_name AS broker_short_name,
|
|
pb.id AS broker_id,
|
|
COUNT(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.policy_number
|
|
ELSE NULL
|
|
END
|
|
) AS total_policies_current_month,
|
|
|
|
SUM(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.premium_amount
|
|
ELSE 0
|
|
END
|
|
) AS total_premium_current_month,
|
|
|
|
COUNT(
|
|
CASE
|
|
WHEN pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
|
|
THEN pp.policy_number
|
|
ELSE NULL
|
|
END
|
|
) AS total_policies_pre_month,
|
|
|
|
SUM(
|
|
CASE
|
|
WHEN pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < 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.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < 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');
|
|
$builder->orderBy('pb.id');
|
|
|
|
if ($raw === true) {
|
|
return $builder->getCompiledSelect();
|
|
}
|
|
|
|
$query = $builder->get();
|
|
$result = $query->getResultArray();
|
|
return $result;
|
|
}
|
|
|
|
//Step 1.3
|
|
public function productWise($manager_id , $raw){
|
|
$builder = $this->db->table('partner_policy pp');
|
|
$builder->select("
|
|
pp.vehicle_type,
|
|
COUNT(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.policy_number
|
|
ELSE NULL
|
|
END
|
|
) AS total_policies_current_month,
|
|
|
|
SUM(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.premium_amount
|
|
ELSE 0
|
|
END
|
|
) AS total_premium_current_month,
|
|
|
|
COUNT(
|
|
CASE
|
|
WHEN pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
|
|
THEN pp.policy_number
|
|
ELSE NULL
|
|
END
|
|
) AS total_policies_pre_month,
|
|
|
|
SUM(
|
|
CASE
|
|
WHEN pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
|
|
THEN pp.premium_amount
|
|
ELSE 0
|
|
END
|
|
) AS total_premium_pre_month
|
|
");
|
|
|
|
$builder->where("
|
|
pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
", null, false);
|
|
|
|
$builder->where('pp.manager_id',$manager_id);
|
|
|
|
$builder->groupBy('pp.vehicle_type');
|
|
|
|
if ($raw === true) {
|
|
return $builder->getCompiledSelect();
|
|
}
|
|
|
|
$query = $builder->get();
|
|
|
|
$result = $query->getResultArray();
|
|
return $result;
|
|
|
|
}
|
|
|
|
//Step 2
|
|
public function getDataPerformingAgents($fromDate, $toDate, $manager_id, $raw){
|
|
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
pa.id AS agent_id,
|
|
pa.name AS agent_name,
|
|
pa.agent_code,
|
|
COUNT(pp.policy_number) AS policy_count,
|
|
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('pp.issued_date >=', $fromDate);
|
|
$builder->where('pp.issued_date <=', $toDate);
|
|
|
|
// $builder->where('pp.manager_id',$manager_id);
|
|
|
|
$builder->groupBy(['pa.id']);
|
|
$builder->orderBy('policy_count', 'DESC');
|
|
$builder->limit(50);
|
|
|
|
if ($raw === true) {
|
|
return $builder->getCompiledSelect();
|
|
}
|
|
|
|
$result = $builder->get()->getResultArray();
|
|
// echo $this->db->getLastQuery()->getQuery();die;
|
|
return $result;
|
|
|
|
}
|
|
|
|
|
|
// public function agentMonthlyPremiumAmount($customDate,$manager_id, $raw){
|
|
|
|
// $builder = $this->db->table('partner_policy pp');
|
|
|
|
// $builder->select("
|
|
// 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');
|
|
|
|
// $builder->where("MONTH(pp.issued_date) = MONTH('$customDate')", null, false);
|
|
// $builder->where("YEAR(pp.issued_date) = YEAR('$customDate')", null, false);
|
|
// $builder->where('pp.manager_id',$manager_id);
|
|
|
|
// $builder->groupBy(['pa.id','pa.name','pa.agent_code']);
|
|
// $builder->orderBy('total_premium_amount', 'DESC');
|
|
// $builder->limit(50);
|
|
// if ($raw === true) {
|
|
// return $builder->getCompiledSelect();
|
|
// }
|
|
// $result = $builder->get()->getResultArray();
|
|
// return $result;
|
|
|
|
// }
|
|
|
|
//Step 3 no buiness
|
|
// public function getDataNonAgentsPerformanceList($managerId, $raw){
|
|
|
|
// // $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.issued_date >= $interval AND pp.manager_id = $manager_id",
|
|
// // 'left',
|
|
// // false // IMPORTANT → allows raw SQL
|
|
// // );
|
|
|
|
// // $builder->where('pa.manager_id',$manager_id);
|
|
// // $builder->where('pp.id', null);
|
|
// // $builder->orderBy('pa.name');
|
|
|
|
// // 1. Select the required columns
|
|
// $builder = $this->db->table('partner_agent pa');
|
|
// $builder->select('
|
|
// pa.id AS agent_id,
|
|
// pa.agent_code,
|
|
// pa.name AS agent_name,
|
|
// pa.email,
|
|
// pa.mobile,
|
|
// pa.is_active,
|
|
// MAX(hist.issued_date) AS last_issued_date
|
|
// ');
|
|
|
|
// // 2. INNER JOIN ensures they have at least one policy in history (skips new/empty agents)
|
|
// $builder->join('partner_policy hist', 'pa.id = hist.agent_id', 'inner');
|
|
|
|
// // 3. LEFT JOIN checks for policies in the last 10 days
|
|
// $builder->join('partner_policy recent',
|
|
// "pa.id = recent.agent_id AND recent.issued_date >= DATE_SUB(CURRENT_DATE(), INTERVAL 10 DAY)",
|
|
// 'left'
|
|
// );
|
|
|
|
// // 4. Filters
|
|
// $builder->where('pa.manager_id', $managerId);
|
|
// $builder->where('pa.is_active', 1);
|
|
// $builder->where('recent.id', NULL); // Keeps only those with NO activity in the 10-day window
|
|
|
|
// // 5. Grouping and Ordering
|
|
// $builder->groupBy('pa.id');
|
|
// $builder->orderBy('pa.name', 'ASC');
|
|
|
|
// // 6. Get Raw Query
|
|
// if ($raw === true) {
|
|
// return $builder->getCompiledSelect();
|
|
// }
|
|
// // 7. Execute
|
|
// $query = $builder->get();
|
|
// $result = $query->getResult();
|
|
|
|
// // 8. To verify the exact SQL for debugging:
|
|
// // echo (string) $db->getLastQuery();
|
|
// // echo $this->db->getLastQuery()->getQuery();die;
|
|
// return $result;
|
|
|
|
// }
|
|
|
|
public function getDataNonAgentsPerformanceList($fromDate, $toDate, $managerId, $raw)
|
|
{
|
|
$builder = $this->db->table('partner_agent pa');
|
|
|
|
$builder->select('
|
|
pa.id AS agent_id,
|
|
pa.agent_code,
|
|
pa.name AS agent_name,
|
|
pa.email,
|
|
pa.mobile,
|
|
pa.is_active,
|
|
MAX(hist.issued_date) AS last_issued_date
|
|
');
|
|
|
|
// Must have at least one policy ever
|
|
$builder->join(
|
|
'partner_policy hist',
|
|
'pa.id = hist.agent_id',
|
|
'inner'
|
|
);
|
|
|
|
// Check activity inside the date range
|
|
$builder->join(
|
|
'partner_policy recent',
|
|
"pa.id = recent.agent_id
|
|
AND recent.issued_date >= '{$fromDate}'
|
|
AND recent.issued_date <= '{$toDate}'",
|
|
'left'
|
|
);
|
|
|
|
// Filters
|
|
$builder->where('pa.manager_id', $managerId);
|
|
$builder->where('pa.is_active', 1);
|
|
|
|
// Key condition → NO activity in date range
|
|
$builder->where('recent.agent_id IS NULL', null, false);
|
|
|
|
// Group & Order
|
|
$builder->groupBy('pa.id');
|
|
$builder->orderBy('pa.name', 'ASC');
|
|
|
|
if ($raw === true) {
|
|
return $builder->getCompiledSelect();
|
|
}
|
|
|
|
return $builder->get()->getResult();
|
|
}
|
|
|
|
|
|
//Step 4
|
|
//any changed in this query also change in do the same in ExcelExportController - getDataLowPremiumAgent
|
|
public function getDataLowPremiumAgent($fromDate, $toDate,$manager_id, $raw){
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
pa.id AS agent_id,
|
|
pa.name AS agent_name,
|
|
pa.agent_code,
|
|
CASE
|
|
WHEN pa.is_active = 1 THEN 'Active Agent'
|
|
ELSE 'Inactive Agent'
|
|
END AS agent_status,
|
|
MAX(pp.issued_date) AS last_business_date,
|
|
CONCAT('₹ ', FORMAT(SUM(pp.premium_amount), 2, 'en_IN')) AS display_premium,
|
|
SUM(pp.premium_amount) AS total_premium_amount
|
|
");
|
|
|
|
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'inner');
|
|
|
|
$builder->where('pp.manager_id', $manager_id);
|
|
|
|
$builder->having('total_premium_amount <', 50000);
|
|
|
|
$builder->where('pp.issued_date >=', $fromDate);
|
|
$builder->where('pp.issued_date <=', $toDate);
|
|
|
|
// groupBy must be array of separate fields
|
|
$builder->groupBy([
|
|
'pa.id',
|
|
'pa.name',
|
|
'pa.agent_code',
|
|
'pa.is_active'
|
|
]);
|
|
|
|
// orderBy must not contain semicolon + must be separated
|
|
$builder->orderBy('total_premium_amount', 'DESC');
|
|
$builder->orderBy('last_business_date', 'ASC');
|
|
|
|
if ($raw === true) {
|
|
return $builder->getCompiledSelect();
|
|
}
|
|
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
// Step 5
|
|
public function staffWiseProductList($manager_id, $raw){
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
pa.sales_executive_id,
|
|
pse.name as sales_executive_name,
|
|
pp.vehicle_type AS vechile_type,
|
|
COUNT(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.policy_number
|
|
END
|
|
) AS total_policies_current_month,
|
|
|
|
SUM(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.premium_amount ELSE 0
|
|
END
|
|
) AS total_premium_current_month,
|
|
|
|
COUNT(
|
|
CASE
|
|
WHEN pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
|
|
THEN pp.policy_number
|
|
END
|
|
) AS total_policies_pre_month,
|
|
|
|
SUM(
|
|
CASE
|
|
WHEN pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')
|
|
THEN pp.premium_amount ELSE 0
|
|
END
|
|
) AS total_premium_pre_month
|
|
");
|
|
|
|
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'left');
|
|
$builder->join('partner_sales_executive pse', 'pse.id = pa.sales_executive_id', 'left');
|
|
|
|
// Date filters
|
|
$builder->where("
|
|
pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
AND pp.issued_date < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')
|
|
", null, false);
|
|
|
|
$builder->where('pp.manager_id', $manager_id);
|
|
$builder->where('pa.sales_executive_id IS NOT NULL', null, false);
|
|
$builder->where('pse.is_active', 1);
|
|
|
|
// Group by sales exec + vehicle type
|
|
$builder->groupBy("pa.sales_executive_id, pp.vehicle_type");
|
|
$builder->orderBy("pa.sales_executive_id");
|
|
if ($raw === true) {
|
|
return $builder->getCompiledSelect();
|
|
}
|
|
|
|
|
|
$rows = $builder->get()->getResultArray();
|
|
|
|
// Final compilation
|
|
$final = [];
|
|
|
|
foreach ($rows as $row) {
|
|
$se_id = $row['sales_executive_id'];
|
|
|
|
if (!isset($final[$se_id])) {
|
|
$final[$se_id] = [
|
|
"sales_executive_id" => $row["sales_executive_id"],
|
|
"sales_executive_name" => $row["sales_executive_name"],
|
|
"products_list" => [],
|
|
];
|
|
}
|
|
|
|
// Add each product entry
|
|
$final[$se_id]["products_list"][] = [
|
|
"vechile_type" => $row["vechile_type"],
|
|
"total_policies_current_month" => $row["total_policies_current_month"],
|
|
"total_premium_current_month" => $row["total_premium_current_month"],
|
|
"total_policies_pre_month" => $row["total_policies_pre_month"],
|
|
"total_premium_pre_month" => $row["total_premium_pre_month"]
|
|
];
|
|
}
|
|
|
|
// Add total_products count
|
|
// foreach ($final as $key => $value) {
|
|
// $final[$key]["total_products"] = count($value["products_list"]);
|
|
// }
|
|
|
|
return array_values($final);
|
|
}
|
|
|
|
}
|