@extends('layouts.portal') @section('title', 'Reports - Will & Trust Management') @section('page_title', 'Reports Dashboard') @section('page_subtitle', 'Management reports and insights') @section('sidebar') @include('admin.partials.sidebar', ['active' => 'reports']) @endsection @section('content')
Management reports and insights
Total Wills
New
Payment Pending
Completed
With Lawyer
Without Lawyer
Total Trusts
Pending Review
Approved
Rejected
Completed
Total Documents
Total Wills
Total Trusts
Lawyer: {{ $selectedLawyer->name }} - {{ $lawyerWillsCount }} wills in selected period
Client: {{ $selectedClient->full_name }} - {{ $clientWillsCount }} wills in selected period
| Will ID | Client Name | Will Type | Status | Created Date | Updated Date | Lawyer Assigned | Lawyer Name | Assignment Date | Lawyer Status | Payment Status | Payment Date |
|---|---|---|---|---|---|---|---|---|---|---|---|
| {{ $will->id }} | {{ $will->client->full_name ?? 'N/A' }} | {{ $will->is_joint ? 'Joint Will' : ucfirst($will->will_type) }} | @if($will->status == 'completed') Completed @elseif($will->status == 'payment_pending') Payment Pending @elseif($will->status == 'dummy') Dummy @else New @endif | {{ $will->created_at->format('d M Y, h:i A') }} | {{ $will->updated_at->format('d M Y, h:i A') }} | @if($will->reviewed_by) Yes @else No @endif | {{ $will->reviewedBy->name ?? 'N/A' }} | {{ $will->updated_at->format('d M Y, h:i A') }} | {{ $will->status ?? 'N/A' }} | @if($will->payment_status == 'paid') Paid @elseif($will->payment_status == 'processing') Processing @elseif($will->payment_status == 'failed') Failed @else Pending @endif | {{ $will->payment_status == 'paid' && $will->updated_at ? $will->updated_at->format('d M Y, h:i A') : 'N/A' }} |
No wills found for the selected criteria.
| Trust ID | Trust Name | Client Name | Trust Type | Status | Created Date | Updated Date | Purpose |
|---|---|---|---|---|---|---|---|
| {{ $trust->id }} | {{ $trust->client->full_name ?? 'N/A' }} | {{ $trust->trust_name }} | {{ \App\Models\Trust::getTypes()[$trust->trust_type] ?? $trust->trust_type }} | @if($trust->status == 'completed') Completed @elseif($trust->status == 'pending_review') Pending Review @elseif($trust->status == 'rejected') Rejected @else New @endif | {{ $trust->created_at->format('d M Y, h:i A') }} | {{ $trust->updated_at->format('d M Y, h:i A') }} | {{ Str::limit($trust->trust_purpose, 50) ?? 'N/A' }} |
No trusts found for the selected criteria.