Manager Review & Hierarchy

// GetManagedStaff checks cache age
public List<int> GetManagedStaff(int leaderId)
{
    if (_lastCacheRefresh.AddMinutes(_cacheExpiryMinutes) < DateTime.Now)
    {
        RefreshCache();  // 15-minute expiry
    }
 
    return _cache.ContainsKey(leaderId)
        ? _cache[leaderId]
        : new List<int>();
}

ConversionRate = SVFixed / TotalLeadsAssigned * 100

PendingFollowups = COUNT(FollowupCalls)
                   WHERE StaffId = ?
                   AND IsCompleted = 0
                   AND ReviewDateTime <= NOW + 4 hours

OverdueFollowups = COUNT(FollowupCalls)
                   WHERE StaffId = ?
                   AND IsCompleted = 0
                   AND ReviewDateTime < NOW - 24 hours

EfficiencyScore = (SVFixed + CallProgress) / TotalLeadsAssigned

SELECT
    StaffId,
    COUNT(*) as TotalLeads,
    SUM(CASE WHEN Status = 'SV_FIXED' THEN 1 ELSE 0 END) as SVFixed,
    SUM(CASE WHEN Status = 'CP' THEN 1 ELSE 0 END) as CallProgress,
    SUM(CASE WHEN Status = 'TRASHED' THEN 1 ELSE 0 END) as Trashed,
    SUM(CASE WHEN Status = 'NO_RESPONSE' THEN 1 ELSE 0 END) as NoResponse,
    CAST(SUM(CASE WHEN Status = 'SV_FIXED' THEN 1 ELSE 0 END)
         as FLOAT) / COUNT(*) * 100 as ConversionRate
FROM ExternalLeads
WHERE CreatedDate >= DATEADD(DAY, -7, CAST(GETDATE() as DATE))
GROUP BY StaffId

SELECT
    el.StaffId as BDOId,
    COUNT(DISTINCT el.LeadId) as TotalLeads,
    COUNT(DISTINCT CASE WHEN el.Status = 'SV_FIXED' THEN el.LeadId END) as SVFixed,
    COUNT(DISTINCT fc.FollowupId) as TotalFollowups,
    COUNT(DISTINCT CASE WHEN fc.IsCompleted = 1 THEN fc.FollowupId END) as CompletedFollowups
FROM ExternalLeads el
LEFT JOIN FollowupCalls fc ON el.LeadId = fc.LeadId
WHERE el.CreatedDate >= DATEADD(DAY, -7, CAST(GETDATE() as DATE))
GROUP BY el.StaffId

public async Task<ManagerDashboard> GetDashboard(int managerId)
{
    // Get staff managed by this manager (via TeleLeaderManager)
    var managedStaff = _teleLeaderManager.GetManagedStaff(managerId);
 
    // Get summary for each managed staff member
    var summaries = new List<FollowupSummary>();
    foreach (var staffId in managedStaff)
    {
        summaries.Add(await _followupBO.GetFollowupSummary(staffId));
    }
 
    // Filter historical data by hierarchy level
    var history = await _db.WeeklyLeadHistory
        .Where(h => h.HierarchyLevel == GetHierarchyLevel(managerId))
        .Where(h => managedStaff.Contains(h.StaffId))
        .OrderByDescending(h => h.WeekStartDate)
        .Take(12)  // Last 12 weeks
        .ToListAsync();
 
    return new ManagerDashboard
    {
        Summaries = summaries,
        HistoricalTrends = history
    };
}