Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev
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commit
0f35747f12
@ -4774,7 +4774,7 @@ class LeadsController extends BaseController
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// 🔹 Client Details (Single Row)
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$data['actual_lead_client_details'] = $this->leadModel
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->select('sales_actual_leads.company_name, clients.short_name, sales_actual_leads.email, sales_actual_leads.phone, sales_actual_leads.address, sales_actual_leads.website, sales_actual_leads.gst_number, sales_actual_leads.status, sales_actual_leads.assigned_to')
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->select('sales_actual_leads.company_name, clients.short_name, clients.client_type, sales_actual_leads.email, sales_actual_leads.phone, sales_actual_leads.address, sales_actual_leads.website, sales_actual_leads.gst_number, sales_actual_leads.status, sales_actual_leads.assigned_to')
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->join('clients', 'clients.id = sales_actual_leads.client_id', 'left')
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->where('sales_actual_leads.lead_id', $actual_lead_id)
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->first(); // first row only
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@ -5527,7 +5527,7 @@ class LeadsController extends BaseController
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*
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* @param string $recipientType insurer|client|internal
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*/
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protected function downloadFileFromGoogleSheet(array $lead_data, string $recipientType = 'insurer'): array
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protected function downloadFileFromGoogleSheet(array $lead_data, string $recipientType = 'insurer'): ?array
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{
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try {
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$leadId = (int) ($lead_data['id'] ?? 0);
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@ -596,7 +596,7 @@ class MediAssistApiController extends BaseController
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"Confirmation Awaited" => 4,
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"Information Awaited Reminder" => 4,
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"Information Awaited Final Reminder" => 4,
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"Insurer Concurrence Awaited" => 6,
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"Insurer Concurrence Awaited" => 7,
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"Closed" => 12,
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"Physical Documents Awaited" => 9,
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@ -944,7 +944,7 @@ class MediAssistApiController extends BaseController
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"Confirmation Awaited" => 4,
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"Information Awaited Reminder" => 4,
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"Information Awaited Final Reminder" => 4,
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"Insurer Concurrence Awaited" => 6,
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"Insurer Concurrence Awaited" => 7,
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"Closed" => 12,
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"Physical Documents Awaited" => 9,
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@ -1191,7 +1191,7 @@ class MediAssistApiController extends BaseController
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"Confirmation Awaited" => 4,
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"Information Awaited Reminder" => 4,
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"Information Awaited Final Reminder" => 4,
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"Insurer Concurrence Awaited" => 6,
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"Insurer Concurrence Awaited" => 7,
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"Closed" => 12,
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"Physical Documents Awaited" => 9,
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@ -2516,6 +2516,9 @@
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$('#client_name').val(actualLeadClientName);
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$('#gst').val(actual_lead_client_details.gst_number || '');
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if (actual_lead_client_details.client_type !== undefined && actual_lead_client_details.client_type !== null && actual_lead_client_details.client_type !== '') {
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$('#client_type').val(String(actual_lead_client_details.client_type));
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}
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// existingShortName = actual_lead_client_details.short_name || '';
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// if (existingShortName) {
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@ -525,9 +525,13 @@ if (isset($selected_lead_type)) {
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}
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if(client_type == ""){
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toastr.warning('Please select the client type', 'Warning');
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$('#client_short_name').val('')
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return;
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var aid = $('#actual_lead_id').val();
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if (!aid || aid === '0') {
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toastr.warning('Please select the client type', 'Warning');
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$('#client_short_name').val('');
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return;
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}
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// Actual-lead autofill: short name may be set before client type is chosen; do not clear it.
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}
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let value = $(input).val();
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@ -853,8 +853,10 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
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// --- Re-populate Actual Lead data if it was cleared ---
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if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
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$('#client_name').val(actualLeadClientName);
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// Re-generate short name from the stored client name to ensure consistency
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if (actualLeadClientName.trim() !== '') {
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if (actualLeadShortName.trim() !== '') {
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$('#client_short_name').val(actualLeadShortName);
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} else if (actualLeadClientName.trim() !== '') {
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// Fallback only when no persisted short name is available.
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let baseName = actualLeadClientName
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.trim()
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.substring(0, 10)
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@ -1359,15 +1361,16 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
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$('#client_name').val(actualLeadClientName);
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$('#gst').val(actual_lead_client_details.gst_number || '');
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// existingShortName = actual_lead_client_details.short_name || '';
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// if (existingShortName) {
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// // ── Short name EXISTS — just populate and validate ────────
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// $('#client_short_name').val(existingShortName);
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// // validateInput($('#client_short_name')[0], 'clients', 'short_name');
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// } else {}
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// Auto-generate short name from company name
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// Use a small delay to ensure DOM is ready
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if (actual_lead_client_details.client_type !== undefined && actual_lead_client_details.client_type !== null && actual_lead_client_details.client_type !== '') {
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$('#client_type').val(String(actual_lead_client_details.client_type));
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}
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let existingShortName = actual_lead_client_details.short_name || '';
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if (existingShortName) {
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// Prefer persisted short name while editing.
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actualLeadShortName = existingShortName;
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$('#client_short_name').val(existingShortName);
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} else {
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// Fallback: generate only when short name is unavailable.
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setTimeout(function () {
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let baseName = actual_lead_client_details.company_name
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.trim()
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@ -1377,6 +1380,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
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makeUniqueShortName(baseName);
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}, 300);
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}
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}
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// Auto-generate short name from client name on user input.
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