1072 lines
45 KiB
PHP
1072 lines
45 KiB
PHP
<?php
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namespace App\Controllers;
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use CodeIgniter\RESTful\ResourceController;
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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' => $result], 200);
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}
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//business dashboard = month-wise insurer,broker and product (PolicyCount , Premium)
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public function businessDashboard()
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{
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$manager_id = $this->request->getGet('manager_id');
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// Initialize the details array to ensure the final output is always structured.
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$details = [ 'brokerWise' => [], 'productWise' => [], 'insurerWise' => []];
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$code = 200;
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$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);
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$details['productWise'] = $this->productWise($manager_id);
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$details['insurerWise'] = $this->insurerWise($manager_id);
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// 2. Check for overall emptiness (optional, but good practice)
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|
$is_empty = array_reduce($details, function ($carry, $item) {
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return $carry && empty($item);
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}, true);
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|
|
|
if ($is_empty) {
|
|
// Throw a 404 if ALL data sections are empty
|
|
throw new \RuntimeException('No Data Found', 404);
|
|
}
|
|
|
|
// 3. Return a successful, combined JSON response
|
|
return $this->response->setJSON([
|
|
'status' => 'success',
|
|
'data' => $details, // Contains the nested arrays: brokerWise, productWise, insurerWise
|
|
'code' => 200,
|
|
'message' => $message,
|
|
'ref' => 'NIL'
|
|
])->setStatusCode(200);
|
|
|
|
} catch (\Throwable $e) {
|
|
// --- Centralized Error Handling Logic ---
|
|
$code = ($e->getCode() && $e->getCode() >= 100 && $e->getCode() < 600)
|
|
? $e->getCode() : 500;
|
|
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
// Log the full error, but return minimal info for security
|
|
$ref = $e->getFile() . " / LN : " . $e->getLine();
|
|
} else {
|
|
// This catches the \RuntimeException for "No Data found" (code 404)
|
|
$ref = "Application exception occurred";
|
|
}
|
|
|
|
// Return an error JSON response
|
|
return $this->response->setJSON([
|
|
'status' => 'error',
|
|
'data' => [], // Return empty data on error
|
|
'code' => $e->getCode(),
|
|
'message' => $e->getMessage(),
|
|
'ref' => $ref,
|
|
])->setStatusCode($code);
|
|
}
|
|
}
|
|
|
|
//partner dashboard = month-wise PolicyCount , month-wise Premium, No Agent For Last 10 Days and below 50thouands Premium agentwise
|
|
public function partnerDashboard()
|
|
{
|
|
|
|
$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";
|
|
$details = [ 'monthlyPolicyCount' => [],'monthlyPremiumAmount' => [],'noPolicyTimeRange' => [],'below50tPremiumTimeRange' => []];
|
|
// 'agentNoPolicyLast10Days' => [],// 'agentBelow50tPremiumLast10Days' => [],
|
|
|
|
try {
|
|
// 1. Fetch all data concurrently (or sequentially, as shown)
|
|
$date = $this->request->getGet('date');
|
|
$date = $date ?? date('Y-m-d');
|
|
$limit = $limit ?? 50;
|
|
$value = $value ?? 10;
|
|
$unit = $unit ?? 'DAY';
|
|
|
|
$details['monthlyPolicyCount'] = $this->agentMonthlyPolicyCount($date,$limit,$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)
|
|
$is_empty = array_reduce($details, function ($carry, $item) {
|
|
return $carry && empty($item);
|
|
}, true);
|
|
|
|
if ($is_empty) {
|
|
throw new \RuntimeException('No Data Found', 404);
|
|
}
|
|
|
|
// 3. Return a successful, combined JSON response
|
|
return $this->response->setJSON([
|
|
'status' => 'success',
|
|
'data' => $details, // Contains the nested arrays: brokerWise, productWise, insurerWise
|
|
'code' => 200,
|
|
'message' => $message,
|
|
'ref' => 'NIL'
|
|
])->setStatusCode(200);
|
|
|
|
} catch (\Throwable $e) {
|
|
// --- Centralized Error Handling Logic ---
|
|
$code = ($e->getCode() && $e->getCode() >= 100 && $e->getCode() < 600)
|
|
? $e->getCode() : 500;
|
|
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
// Log the full error, but return minimal info for security
|
|
$ref = $e->getFile() . " / LN : " . $e->getLine();
|
|
} else {
|
|
// This catches the \RuntimeException for "No Data found" (code 404)
|
|
$ref = "Application exception occurred";
|
|
}
|
|
|
|
// Return an error JSON response
|
|
return $this->response->setJSON([
|
|
'status' => 'error',
|
|
'data' => [], // Return empty data on error
|
|
'code' => $e->getCode(),
|
|
'message' => $e->getMessage(),
|
|
'ref' => $ref,
|
|
])->setStatusCode($code);
|
|
}
|
|
|
|
}
|
|
|
|
public function productivityDashboard(){
|
|
|
|
$manager_id = $this->request->getGet('manager_id');
|
|
|
|
// Initialize the details array to ensure the final output is always structured.
|
|
$details = [ 'StaffWise' => [], 'ProductWise' => []];
|
|
$code = 200;
|
|
$message = "Productivity Dashboard Data Retrieved Successfully";
|
|
|
|
try {
|
|
// 1. Fetch all data concurrently (or sequentially, as shown)
|
|
$details['StaffWise'] = $this->staffWiseProductList($manager_id);
|
|
// $details['ProductWise'] = $this->productivityProductWise($manager_id);
|
|
|
|
// 2. Check for overall emptiness (optional, but good practice)
|
|
$is_empty = array_reduce($details, function ($carry, $item) {
|
|
return $carry && empty($item);
|
|
}, true);
|
|
|
|
if ($is_empty) {
|
|
// Throw a 404 if ALL data sections are empty
|
|
throw new \RuntimeException('No Data Found', 404);
|
|
}
|
|
|
|
// 3. Return a successful, combined JSON response
|
|
return $this->response->setJSON([
|
|
'status' => 'success',
|
|
'data' => $details, // Contains the nested arrays: brokerWise, productWise, insurerWise
|
|
'code' => 200,
|
|
'message' => $message,
|
|
'ref' => 'NIL'
|
|
])->setStatusCode(200);
|
|
|
|
} catch (\Throwable $e) {
|
|
// --- Centralized Error Handling Logic ---
|
|
$code = ($e->getCode() && $e->getCode() >= 100 && $e->getCode() < 600)
|
|
? $e->getCode() : 500;
|
|
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
// Log the full error, but return minimal info for security
|
|
$ref = $e->getFile() . " / LN : " . $e->getLine();
|
|
} else {
|
|
// This catches the \RuntimeException for "No Data found" (code 404)
|
|
$ref = "Application exception occurred";
|
|
}
|
|
|
|
// Return an error JSON response
|
|
return $this->response->setJSON([
|
|
'status' => 'error',
|
|
'data' => [], // Return empty data on error
|
|
'code' => $e->getCode(),
|
|
'message' => $e->getMessage(),
|
|
'ref' => $ref,
|
|
])->setStatusCode($code);
|
|
}
|
|
}
|
|
|
|
//Step 1.1
|
|
public function insurerWise($manager_id){
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
DATE_FORMAT(CURRENT_DATE(), '%b') AS curr_month,
|
|
YEAR(CURRENT_DATE()) AS year_of_curr_month,
|
|
DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%b') AS pre_month,
|
|
YEAR(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH)) AS year_of_last_month,
|
|
i.name,
|
|
i.short_name,
|
|
i.id AS insurer_id,
|
|
pq.insurer_id AS PQ_insurer_id,
|
|
pq.insurer_id,
|
|
pp.insured_name,
|
|
|
|
COUNT(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.client_policy_id
|
|
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.client_policy_id
|
|
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');
|
|
|
|
$query = $builder->get();
|
|
$result = $query->getResultArray();
|
|
return $result;
|
|
|
|
}
|
|
|
|
//Step 1.2
|
|
public function brokerWise($manager_id){
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
$builder->select("
|
|
DATE_FORMAT(CURRENT_DATE(), '%b') AS curr_month,
|
|
YEAR(CURRENT_DATE()) AS year_of_curr_month,
|
|
DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%b') AS pre_month,
|
|
YEAR(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH)) AS year_of_last_month,
|
|
pb.name AS broker_name,
|
|
pb.id AS broker_id,
|
|
pe.broker_id AS PE_broker_id,
|
|
|
|
COUNT(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.client_policy_id
|
|
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.client_policy_id
|
|
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');
|
|
|
|
$query = $builder->get();
|
|
$result = $query->getResultArray();
|
|
return $result;
|
|
}
|
|
|
|
//Step 1.3
|
|
public function productWise($manager_id){
|
|
$builder = $this->db->table('partner_policy pp');
|
|
$builder->select("
|
|
DATE_FORMAT(CURRENT_DATE(), '%b') AS curr_month,
|
|
YEAR(CURRENT_DATE()) AS year_of_curr_month,
|
|
DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%b') AS pre_month,
|
|
YEAR(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH)) AS year_of_last_month,
|
|
pp.vehicle_type,
|
|
|
|
COUNT(
|
|
CASE
|
|
WHEN MONTH(pp.issued_date) = MONTH(CURRENT_DATE())
|
|
AND YEAR(pp.issued_date) = YEAR(CURRENT_DATE())
|
|
THEN pp.client_policy_id
|
|
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.client_policy_id
|
|
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');
|
|
|
|
$query = $builder->get();
|
|
|
|
$result = $query->getResultArray();
|
|
return $result;
|
|
|
|
}
|
|
|
|
//Step 2.1
|
|
public function agentMonthlyPolicyCount($customDate,$limit,$manager_id){
|
|
|
|
// 2.1
|
|
// $customDate = $custom_date; // '2025-11-05' or CURRENT_DATE()
|
|
// $limit = 50;
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
pp.agent_id AS PP_agent_id,
|
|
pa.id AS agent_id,
|
|
pa.name AS agent_name,
|
|
pa.agent_code,
|
|
COUNT(pp.id) AS policy_count
|
|
");
|
|
|
|
$builder->join('partner_agent pa', 'pp.agent_id = pa.id', 'inner');
|
|
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
|
|
|
|
$builder->where("MONTH(pp.issued_date) = MONTH('$customDate')", null, false);
|
|
$builder->where("YEAR(pp.issued_date) = YEAR('$customDate')", null, false);
|
|
|
|
$builder->where('pp.manager_id',$manager_id);
|
|
|
|
$builder->groupBy(['pa.id']);
|
|
$builder->orderBy('policy_count', 'DESC');
|
|
$builder->limit($limit);
|
|
|
|
$result = $builder->get()->getResultArray();
|
|
return $result;
|
|
|
|
}
|
|
|
|
//Step 2.2
|
|
public function agentMonthlyPremiumAmount($customDate,$limit,$manager_id){
|
|
|
|
// 2.2
|
|
// $customDate = $custom_date; // Example '2025-11-05'
|
|
// $limit = 50;
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
pp.agent_id AS PP_agent_id,
|
|
pa.id AS agent_id,
|
|
pa.name AS agent_name,
|
|
pa.agent_code,
|
|
SUM(pp.premium_amount) AS total_premium_amount
|
|
");
|
|
|
|
$builder->join('partner_agent pa', 'pp.agent_id = pa.id', 'inner');
|
|
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
|
|
|
|
$builder->where("MONTH(pp.issued_date) = MONTH('$customDate')", null, false);
|
|
$builder->where("YEAR(pp.issued_date) = YEAR('$customDate')", null, false);
|
|
|
|
$builder->where('pp.manager_id',$manager_id);
|
|
|
|
// $builder->groupBy(['pa.id']);
|
|
$builder->orderBy('total_premium_amount', 'DESC');
|
|
$builder->limit($limit);
|
|
$result = $builder->get()->getResultArray();
|
|
return $result;
|
|
|
|
}
|
|
|
|
//Step 3
|
|
public function agentNoPolicyTimeRange($value,$unit,$manager_id){
|
|
|
|
// $value = 10; // dynamic number (10, 50, 1, 2, 3, etc.)
|
|
// $unit = 'DAY'; // DAY, MONTH, YEAR (dynamic)
|
|
$interval = "DATE_SUB(CURRENT_TIMESTAMP(), INTERVAL $value $unit)";
|
|
|
|
$builder = $this->db->table('partner_agent pa');
|
|
$builder->select('
|
|
pa.id AS agent_id,
|
|
pa.name AS agent_name,
|
|
pa.email,
|
|
pa.mobile,
|
|
pa.agent_code,
|
|
pa.is_active
|
|
');
|
|
|
|
$builder->join(
|
|
'partner_policy pp',
|
|
"pa.id = pp.agent_id AND pp.issued_date >= $interval",
|
|
'left',
|
|
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();
|
|
return $result;
|
|
|
|
}
|
|
|
|
//Step 4
|
|
public function agentBelow50tPremiumTimeRange($value,$unit,$manager_id){
|
|
|
|
// 4th
|
|
// $value = 10; // Dynamic (10, 50, 1, 2, 3...)
|
|
// $unit = 'DAY'; // DAY, MONTH, YEAR
|
|
$interval = "DATE_SUB(CURRENT_TIMESTAMP(), INTERVAL $value $unit)";
|
|
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
pa.id AS agent_id,
|
|
pa.name AS agent_name,
|
|
pa.agent_code AS agent_code,
|
|
pp.agent_id AS PP_agent_id,
|
|
SUM(pp.premium_amount) AS total_premium_amount,
|
|
CASE
|
|
WHEN pa.is_active = 1 THEN 'Active Agent'
|
|
ELSE 'Inactive Agent'
|
|
END AS agent_status,
|
|
DATE_FORMAT(pp.issued_date, '%d-%m-%Y') AS created_date_ui_formatted,
|
|
pp.issued_date AS created_date_sql_formatted
|
|
");
|
|
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'left');
|
|
$builder->where('pp.manager_id', $manager_id);
|
|
$builder->where('pp.premium_amount <', 50000);
|
|
$builder->where("pp.issued_date >= $interval", null, false); // raw SQL
|
|
$builder->groupBy('pa.id');
|
|
$builder->orderBy('total_premium_amount', 'DESC');
|
|
$builder->orderBy('created_date_sql_formatted', 'DESC');
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
// Step 5
|
|
public function staffWiseProductList($manager_id)
|
|
{
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
DATE_FORMAT(CURRENT_DATE(), '%b') AS curr_month,
|
|
YEAR(CURRENT_DATE()) AS year_of_curr_month,
|
|
DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%b') AS pre_month,
|
|
YEAR(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH)) AS year_of_last_month,
|
|
|
|
pa.sales_executive_id,
|
|
pse.name as sales_executive_name,
|
|
pp.manager_id,
|
|
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.client_policy_id
|
|
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.client_policy_id
|
|
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");
|
|
|
|
$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] = [
|
|
"curr_month" => $row["curr_month"],
|
|
"year_of_curr_month" => $row["year_of_curr_month"],
|
|
"pre_month" => $row["pre_month"],
|
|
"year_of_last_month" => $row["year_of_last_month"],
|
|
|
|
"sales_executive_id" => $row["sales_executive_id"],
|
|
"sales_executive_name" => $row["sales_executive_name"],
|
|
"manager_id" => $row["manager_id"],
|
|
|
|
"products_list" => [],
|
|
"total_products" => 0
|
|
];
|
|
}
|
|
|
|
// 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);
|
|
}
|
|
|
|
|
|
}
|