diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index b6f5f35f..765afe8f 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -4774,7 +4774,7 @@ class LeadsController extends BaseController
// 🔹 Client Details (Single Row)
$data['actual_lead_client_details'] = $this->leadModel
- ->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')
+ ->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')
->join('clients', 'clients.id = sales_actual_leads.client_id', 'left')
->where('sales_actual_leads.lead_id', $actual_lead_id)
->first(); // first row only
@@ -5527,7 +5527,7 @@ class LeadsController extends BaseController
*
* @param string $recipientType insurer|client|internal
*/
- protected function downloadFileFromGoogleSheet(array $lead_data, string $recipientType = 'insurer'): array
+ protected function downloadFileFromGoogleSheet(array $lead_data, string $recipientType = 'insurer'): ?array
{
try {
$leadId = (int) ($lead_data['id'] ?? 0);
diff --git a/app/Controllers/MediAssistApiController.php b/app/Controllers/MediAssistApiController.php
index 3a70329b..e553b989 100644
--- a/app/Controllers/MediAssistApiController.php
+++ b/app/Controllers/MediAssistApiController.php
@@ -596,7 +596,7 @@ class MediAssistApiController extends BaseController
"Confirmation Awaited" => 4,
"Information Awaited Reminder" => 4,
"Information Awaited Final Reminder" => 4,
- "Insurer Concurrence Awaited" => 6,
+ "Insurer Concurrence Awaited" => 7,
"Closed" => 12,
"Physical Documents Awaited" => 9,
@@ -944,7 +944,7 @@ class MediAssistApiController extends BaseController
"Confirmation Awaited" => 4,
"Information Awaited Reminder" => 4,
"Information Awaited Final Reminder" => 4,
- "Insurer Concurrence Awaited" => 6,
+ "Insurer Concurrence Awaited" => 7,
"Closed" => 12,
"Physical Documents Awaited" => 9,
@@ -1191,7 +1191,7 @@ class MediAssistApiController extends BaseController
"Confirmation Awaited" => 4,
"Information Awaited Reminder" => 4,
"Information Awaited Final Reminder" => 4,
- "Insurer Concurrence Awaited" => 6,
+ "Insurer Concurrence Awaited" => 7,
"Closed" => 12,
"Physical Documents Awaited" => 9,
diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index af7fbeff..c4b3e57a 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -2516,6 +2516,9 @@
$('#client_name').val(actualLeadClientName);
$('#gst').val(actual_lead_client_details.gst_number || '');
+ if (actual_lead_client_details.client_type !== undefined && actual_lead_client_details.client_type !== null && actual_lead_client_details.client_type !== '') {
+ $('#client_type').val(String(actual_lead_client_details.client_type));
+ }
// existingShortName = actual_lead_client_details.short_name || '';
// if (existingShortName) {
diff --git a/app/Views/leads_form_handler.php b/app/Views/leads_form_handler.php
index 1e984f08..6665a52a 100644
--- a/app/Views/leads_form_handler.php
+++ b/app/Views/leads_form_handler.php
@@ -525,9 +525,13 @@ if (isset($selected_lead_type)) {
}
if(client_type == ""){
- toastr.warning('Please select the client type', 'Warning');
- $('#client_short_name').val('')
- return;
+ var aid = $('#actual_lead_id').val();
+ if (!aid || aid === '0') {
+ toastr.warning('Please select the client type', 'Warning');
+ $('#client_short_name').val('');
+ return;
+ }
+ // Actual-lead autofill: short name may be set before client type is chosen; do not clear it.
}
let value = $(input).val();
diff --git a/app/Views/leads_non_eb.php b/app/Views/leads_non_eb.php
index 3fdbc536..7ee7ca64 100644
--- a/app/Views/leads_non_eb.php
+++ b/app/Views/leads_non_eb.php
@@ -853,8 +853,10 @@ var pageBackButton = '" class="topbar-icon
$('#client_name').val(actualLeadClientName);
$('#gst').val(actual_lead_client_details.gst_number || '');
- // existingShortName = actual_lead_client_details.short_name || '';
- // if (existingShortName) {
- // // ── Short name EXISTS — just populate and validate ────────
- // $('#client_short_name').val(existingShortName);
- // // validateInput($('#client_short_name')[0], 'clients', 'short_name');
-
- // } else {}
- // Auto-generate short name from company name
- // Use a small delay to ensure DOM is ready
+ if (actual_lead_client_details.client_type !== undefined && actual_lead_client_details.client_type !== null && actual_lead_client_details.client_type !== '') {
+ $('#client_type').val(String(actual_lead_client_details.client_type));
+ }
+ let existingShortName = actual_lead_client_details.short_name || '';
+ if (existingShortName) {
+ // Prefer persisted short name while editing.
+ actualLeadShortName = existingShortName;
+ $('#client_short_name').val(existingShortName);
+ } else {
+ // Fallback: generate only when short name is unavailable.
setTimeout(function () {
let baseName = actual_lead_client_details.company_name
.trim()
@@ -1377,6 +1380,7 @@ var pageBackButton = '