From f19c1b9627b2a081a8a1091cc3b02a8e12ef4196 Mon Sep 17 00:00:00 2001
From: "sanjeev.p" <sanjeev.p@venbainfotech.com>
Date: Fri, 17 Apr 2026 10:39:42 +0530
Subject: [PATCH 1/8] FIX_sAles Tracker Oppunity Changes

---
 app/Views/leads_form.php   | 61 +++++++++++++++++++++++++++++++-------
 app/Views/leads_list.php   | 38 +++++++++++++++++++-----
 app/Views/leads_non_eb.php | 60 ++++++++++++++++++++++++++++++-------
 3 files changed, 131 insertions(+), 28 deletions(-)

diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index 9e561ad4..d0745283 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -474,6 +474,8 @@
 
 
 <script>
+    var actualLeadClientName = '';
+    var actualLeadShortName = '';
     let claimIndex = 1;
 
     setTimeout(() => {
@@ -1936,6 +1938,22 @@
             console.warn(`Incurred claim date field #${incurred_claim_date_id} not found.`);
         }
 
+        // --- Re-populate Actual Lead data if it was cleared ---
+        if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
+            $('#client_name').val(actualLeadClientName);
+            // Re-generate short name from the stored client name to ensure consistency
+            if (actualLeadClientName.trim() !== '') {
+                let baseName = actualLeadClientName
+                    .trim()
+                    .substring(0, 10)
+                    .replace(/\s+/g, '')
+                    .toUpperCase();
+                makeUniqueShortName(baseName);
+            } else {
+                $('#client_short_name').val('').parsley().reset();
+            }
+        }
+
     })
 
     function insurerChange(input, unique_id) {
@@ -2284,8 +2302,9 @@
 
     function leadTypeBsedHideAndShow(value, resetValues = false) {
 
-        if (value == 1) {
+        var actual_lead_id = $('#actual_lead_id').val();
 
+        if (value == 1 || (actual_lead_id && actual_lead_id != 0 && value == 3)) {
             $('.btnDiv').show();
             $('.claim-row').hide();
 
@@ -2509,17 +2528,17 @@
         // CLIENT DETAILS AUTO FILL
         // -------------------------------
         if (actual_lead_client_details) {
-
-            $('#client_name').val(actual_lead_client_details.company_name || '');
+            actualLeadClientName = actual_lead_client_details.company_name || '';
+            $('#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 {
+            // 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
                 setTimeout(function () {
@@ -2531,9 +2550,31 @@
 
                     makeUniqueShortName(baseName);
                 }, 300);
-            }
+            
         }
 
+        // Auto-generate short name from client name on user input.
+        $('#client_name').on('input', function() {
+            let clientName = $(this).val();
+            if (clientName.trim() !== '') {
+                let baseName = clientName
+                    .trim()
+                    .substring(0, 10)
+                    .replace(/\s+/g, '')
+                    .toUpperCase();
+                makeUniqueShortName(baseName);
+            } else {
+                $('#client_short_name').val('').parsley().reset();
+            }
+        });
+
+        // Keep short name variable in sync if it's generated or changed
+        $('#client_short_name').on('input change', function() {
+            if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
+                actualLeadShortName = $(this).val();
+            }
+        });
+
         // -------------------------------
         // CONTACT PERSON AUTO FILL
         // -------------------------------
diff --git a/app/Views/leads_list.php b/app/Views/leads_list.php
index 0bc807f0..e9a09ea0 100644
--- a/app/Views/leads_list.php
+++ b/app/Views/leads_list.php
@@ -835,13 +835,23 @@
     }
 
     function showEmailHistoryModal() {
-        var $modal = $('#EmailModal');
-        if (typeof jQuery !== 'undefined' && jQuery.fn && typeof jQuery.fn.modal === 'function') {
-            $modal.modal('show');
+        const el = document.getElementById('EmailModal');
+        if (!el) return;
+
+        // Prefer Bootstrap 5 modal API (used by other modals in this file).
+        if (window.bootstrap && bootstrap.Modal) {
+            // Some Bootstrap builds don't include getOrCreateInstance()
+            if (typeof bootstrap.Modal.getOrCreateInstance === 'function') {
+                bootstrap.Modal.getOrCreateInstance(el).show();
+            } else {
+                new bootstrap.Modal(el).show();
+            }
             return;
         }
-        if (window.bootstrap && bootstrap.Modal) {
-            bootstrap.Modal.getOrCreateInstance(document.getElementById('EmailModal')).show();
+
+        // Fallback for legacy Bootstrap setups that attach $.fn.modal.
+        if (typeof jQuery !== 'undefined' && jQuery.fn && typeof jQuery.fn.modal === 'function') {
+            $('#EmailModal').modal('show');
         }
     }
 
@@ -853,6 +863,19 @@
     function getLeadsDataForMailHistory(lead_id){
 
         console.log("******** Inside Fnz :", lead_id);
+
+        // Open the modal immediately; then fill the table after API response.
+        // This prevents the click from looking "non-working" while the request runs.
+        const container = document.querySelector(".history-container");
+        if (container) {
+            container.innerHTML = `
+                <div class="d-flex justify-content-center align-items-center" style="height: 50vh; width:100%;">
+                    <p class="text-center font-color-black"><i>Loading...</i></p>
+                </div>
+            `;
+        }
+        showEmailHistoryModal();
+
         let url = '<?php echo base_url('/util/getLeadEmailHistory/') ?>' + lead_id;
         console.log("******** Fetching:", url);
 
@@ -862,8 +885,7 @@
         })
         .then(response => response.json())
         .then(response => {
-                let container = document.querySelector(".history-container");
-                    container.innerHTML = "";
+                if (container) container.innerHTML = "";
                 if (response.status === "success" && response.data.length > 0) {
                     console.log("******** 1" + response.status);
                     let table = `
@@ -974,7 +996,7 @@
         })
         .catch(error => {
                         console.log("******** 3" + error);
-                        document.querySelector(".history-container").innerHTML = `
+                        if (container) container.innerHTML = `
                             <div class="d-flex justify-content-center align-items-center" style="height: 50vh; width:100%;">
                                 <p class="text-center font-color-black"><i>No Data Found</i></p>
                             </div>
diff --git a/app/Views/leads_non_eb.php b/app/Views/leads_non_eb.php
index c5fdee8e..099f926d 100644
--- a/app/Views/leads_non_eb.php
+++ b/app/Views/leads_non_eb.php
@@ -489,6 +489,8 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
 
 <script>
+    var actualLeadClientName = '';
+    var actualLeadShortName = '';
 
     $(document).ready(function() {
         $('#rfq_qcr_viewers').parsley({
@@ -848,12 +850,29 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         $('#policy_end_date').val("");
         $("#appendArea_1").empty();
 
+        // --- Re-populate Actual Lead data if it was cleared ---
+        if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
+            $('#client_name').val(actualLeadClientName);
+            // Re-generate short name from the stored client name to ensure consistency
+            if (actualLeadClientName.trim() !== '') {
+                let baseName = actualLeadClientName
+                    .trim()
+                    .substring(0, 10)
+                    .replace(/\s+/g, '')
+                    .toUpperCase();
+                makeUniqueShortName(baseName);
+            } else {
+                $('#client_short_name').val('').parsley().reset();
+            }
+        }
+
     })
 
     function leadTypeBsedHideAndShow(value, resetValues = false) {
 
-        if (value == 1) {
+        var actual_lead_id = $('#actual_lead_id').val();
 
+        if (value == 1 || (actual_lead_id && actual_lead_id != 0 && value == 3)) {
             $('.btnDiv').show();
             $('.claim-row').hide();
 
@@ -1336,17 +1355,17 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         // CLIENT DETAILS AUTO FILL
         // -------------------------------
         if (actual_lead_client_details) {
-
-            $('#client_name').val(actual_lead_client_details.company_name || '');
+            actualLeadClientName = actual_lead_client_details.company_name || '';
+            $('#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');
+            // 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 {
+            // } else {}
                 // Auto-generate short name from company name
                 // Use a small delay to ensure DOM is ready
                 setTimeout(function () {
@@ -1358,9 +1377,30 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
                     makeUniqueShortName(baseName);
                 }, 300);
-            }
         }
 
+        // Auto-generate short name from client name on user input.
+        $('#client_name').on('input', function() {
+            let clientName = $(this).val();
+            if (clientName.trim() !== '') {
+                let baseName = clientName
+                    .trim()
+                    .substring(0, 10)
+                    .replace(/\s+/g, '')
+                    .toUpperCase();
+                makeUniqueShortName(baseName);
+            } else {
+                $('#client_short_name').val('').parsley().reset();
+            }
+        });
+
+        // Keep short name variable in sync if it's generated or changed
+        $('#client_short_name').on('input change', function() {
+            if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
+                actualLeadShortName = $(this).val();
+            }
+        });
+
         // -------------------------------
         // CONTACT PERSON AUTO FILL
         // -------------------------------

From f07a8df5ecefdd0b0b854079d2ee19f0900cc635 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Fri, 17 Apr 2026 12:54:19 +0530
Subject: [PATCH 2/8] FIX_UNCOMMENT_THE_JOB_FOR_ICICI

---
 app/Controllers/ApiServiceController.php | 10 +++++-----
 1 file changed, 5 insertions(+), 5 deletions(-)

diff --git a/app/Controllers/ApiServiceController.php b/app/Controllers/ApiServiceController.php
index 2b7c2e45..05d7c790 100644
--- a/app/Controllers/ApiServiceController.php
+++ b/app/Controllers/ApiServiceController.php
@@ -815,13 +815,13 @@ class ApiServiceController extends BaseController
             $requested_data['insurer_or_tpa'] = 'tpa';
             $requested_data['flag_status'] = $event_mapping[$event] ?? "A";
 
-            $ICICILombardController = new ICICILombardController();
-            $apiResponse = $ICICILombardController->ICICIPushEmployeeDetails($requested_data);
+            // $ICICILombardController = new ICICILombardController();
+            // $apiResponse = $ICICILombardController->ICICIPushEmployeeDetails($requested_data);
 
-            // $r = Jobs::addJob(['job_name' => 'ICICIPushEmployeeDetails', 'payload' => $requested_data]);
-            // log_message('error', "ICICIPushEmployeeDetails job pushed successfully.");
+            $r = Jobs::addJob(['job_name' => 'ICICIPushEmployeeDetails', 'payload' => $requested_data]);
+            log_message('error', "ICICIPushEmployeeDetails job pushed successfully.");
 
-            return $this->respond(['status'  => true, 'code' => 200, 'message' => 'Action Triggered','data'    => $apiResponse ]);
+            return $this->respond(['status'  => true, 'code' => 200, 'message' => 'Action Triggered','data'    => [] ]);
 
         }
     }

From a59e19d4254f15580cd88d10e161fccbb5154b57 Mon Sep 17 00:00:00 2001
From: "sanjeev.p" <sanjeev.p@venbainfotech.com>
Date: Fri, 17 Apr 2026 14:25:55 +0530
Subject: [PATCH 3/8] FIX_Bug

---
 app/Controllers/LeadsController.php | 34 ++++++++++++++++++++++-------
 app/Views/leads_list.php            |  7 +++---
 app/Views/leads_non_eb.php          |  6 ++---
 3 files changed, 33 insertions(+), 14 deletions(-)

diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index 48ba5646..4f59c8ae 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -659,8 +659,14 @@ class LeadsController extends BaseController
         $request_data = $this->request->getPost();
         $data         = sanitizeInputArrayAdvanced($request_data);
         $data['client_type'] = 1;
+        $actual_lead_id = $data['actual_lead_id'] ?? null; // adjust to however you get this
 
-        if ($data['lead_type'] != 1) {
+        $isType1Flow = $data['lead_type'] == 1 || (!empty($actual_lead_id) && $actual_lead_id != 0 && $data['lead_type'] == 3);
+
+
+        // if ($data['lead_type'] != 1) 
+        if (!$isType1Flow) {
+         // lead_type != 1 (and not the special type-3 override) → fetch client data
             $client_data               = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
             $data['client_name']       = $client_data['client_name'];
             $data['client_short_name'] = $client_data['short_name'];
@@ -760,7 +766,8 @@ class LeadsController extends BaseController
             $form_docs_name         = "docs_name_" . $index_plus_one;
             $leads_file_primary_key = $data['leads_file_id'] ?? [];
             $files                  = $this->request->getFileMultiple($form_file_name);
-            $multi_file_data        = $this->uploadMultiFiles($files, $data[$form_docs_name], $leads_file_primary_key);
+            $docs_names_from_post   = $data[$form_docs_name] ?? [];
+            $multi_file_data        = $this->uploadMultiFiles($files, $docs_names_from_post, $leads_file_primary_key);
 
             // Separate the insurer and insurer branch, handle missing or invalid data
             if (isset($data['insurer'][$index]) && strpos($data['insurer'][$index], '-') !== false) {
@@ -950,10 +957,15 @@ class LeadsController extends BaseController
             $insertCount[] = $insert;
             $this->insertLeadStatus($insert, $value['status'], 3);
 
-            if ($value['lead_type'] == 1 && $value['status'] == 'won') {
-                $leadDataForClient = $this->leadsModel->find($insert);
-                $this->createClientWithLeadData($leadDataForClient);
-            }
+                $actual_lead_id = $value['actual_lead_id'] ?? null;
+
+                $isType1Flow = $value['lead_type'] == 1
+                    || (! empty($actual_lead_id) && $actual_lead_id != 0 && $value['lead_type'] == 3);
+
+                if ($isType1Flow && $value['status'] == 'won') {
+                    $leadDataForClient = $this->leadsModel->find($insert);
+                    $this->createClientWithLeadData($leadDataForClient);
+                }
 
             if ($value['lead_form_type'] == 1) {
                 //for this push the job to the  calculateMembersDemography() function
@@ -978,10 +990,16 @@ class LeadsController extends BaseController
     {
         if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
 
+            // Define these FIRST before using them
+            $actual_lead_id = $data[0]['actual_lead_id'] ?? null;
+
+            $isType1Flow = $data[0]['lead_type'] == 1
+                || (!empty($actual_lead_id) && $actual_lead_id != 0 && $data[0]['lead_type'] == 3);
+
             $this->insertMultiFilesData($data[0]['multi_file_data'], $id, $data[0]['lead_form_type']);
             $this->insertLeadStatus($id, $data[0]['status'], 3);
 
-            if ($data[0]['lead_type'] == 1 && $data[0]['status'] == 'won') {
+            if ($isType1Flow && $data[0]['status'] == 'won') {
                 $leadDataForClient = $this->leadsModel->find($id);
                 if (empty($leadDataForClient['is_client_created'])) {
                     $this->createClientWithLeadData($leadDataForClient);
@@ -1079,7 +1097,7 @@ class LeadsController extends BaseController
             $file_name         = file_Upload_for_lead($value, $uploadFilePath, UPLOAD_EXT_LEAD_FILES);
             $multi_file_data[] = [
                 'file_name' => $file_name,
-                'docs_name' => $docs_names[$index],
+                'docs_name' => $docs_names[$index] ?? '',
                 'id'        => $primaryKey[$index] ?? "",
             ];
         }
diff --git a/app/Views/leads_list.php b/app/Views/leads_list.php
index e9a09ea0..42f32f88 100644
--- a/app/Views/leads_list.php
+++ b/app/Views/leads_list.php
@@ -189,7 +189,7 @@
                                                 </a>
                                                 <div class="dropdown-menu dropdown-menu-right">
                                                     <?php $isNonEb = isset($row['lead_form_type']) && (int) $row['lead_form_type'] === 2; ?>
-                                                    <a class="dropdown-item btnEdit" data-id="<?php echo $row['id']; ?>" data-ft="<?php echo $row['lead_form_type']; ?>" onclick="getLeadsDataForEdit('<?php echo htmlspecialchars($row['id'], ENT_QUOTES) ?>', '<?php echo htmlspecialchars($row['lead_form_type'], ENT_QUOTES) ?>')">
+                                                    <a class="dropdown-item btnEdit" data-id="<?php echo $row['id']; ?>" data-ft="<?php echo $row['lead_form_type']; ?>" onclick="getLeadsDataForEdit('<?php echo htmlspecialchars($row['id'], ENT_QUOTES) ?>', '<?php echo htmlspecialchars($row['lead_form_type'], ENT_QUOTES) ?>', '<?php echo htmlspecialchars($row['actual_lead_id'] ?? 0, ENT_QUOTES) ?>')">
                                                         <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
                                                     </a>
                                                     <?php if ($isNonEb) {?>
@@ -820,11 +820,12 @@
 
     }
 
-    function getLeadsDataForEdit(lead_id, lead_form_type){
+    function getLeadsDataForEdit(lead_id, lead_form_type, actual_lead_id = 0){
 
         console.log('lead_id', lead_id);
         console.log('lead_form_type', lead_form_type);
-        let actual_lead_id = 0; // Hardcoded to 0 since this is an edit operation
+        console.log('actual_lead_id', actual_lead_id);
+        // let actual_lead_id = 0; // Hardcoded to 0 since this is an edit operation
         //Here After Edit URL: /type / actual_lead_id (0) / lead_id
         let url = '<?php echo base_url('/util/getLeadNonEB/') ?>' + lead_form_type + '/' + actual_lead_id + '/' + lead_id;
         // old URL
diff --git a/app/Views/leads_non_eb.php b/app/Views/leads_non_eb.php
index 099f926d..4a775d33 100644
--- a/app/Views/leads_non_eb.php
+++ b/app/Views/leads_non_eb.php
@@ -106,8 +106,8 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
                             <div class="form-group col-md-4">
                                 <label for="lead_type">Opportunity Type<span class="text-danger">*</span></label>
                                 <select class="form-control" id="lead_type" name="lead_type" required>
-                                    <option value="">Select Opportunity Type</option>
-                                    <?php
+                                    <option value="">Select Opportunity Type</option>                                    
+                                    <?php  
                                     if (isset($lead_type) && count($lead_type)) {
                                         foreach ($lead_type as $key => $value) {
                                             if ($key == 1) {
@@ -1364,7 +1364,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
             //     // ── 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

From 88b60780b80334b8b500218ade993ec7663d11c7 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Fri, 17 Apr 2026 16:33:19 +0530
Subject: [PATCH 4/8] CHANGE_ROLL_OVER_TO_FRESH_TYPE_HANDLE

---
 app/Controllers/LeadsController.php | 38 +++++------------
 app/Views/leads_form.php            | 66 +++++++++++------------------
 app/Views/leads_form_handler.php    |  4 +-
 3 files changed, 37 insertions(+), 71 deletions(-)

diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index 4f59c8ae..b6f5f35f 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -447,7 +447,7 @@ class LeadsController extends BaseController
             ],
         ];
 
-        if (isset($postData['lead_type']) && $postData['lead_type'] == 1) {
+        if (isset($postData['lead_type']) && in_array((int) $postData['lead_type'], [1, 3], true)) {
             
             $rules['entity_type_id'] = [
                 'rules'  => 'required',
@@ -659,14 +659,7 @@ class LeadsController extends BaseController
         $request_data = $this->request->getPost();
         $data         = sanitizeInputArrayAdvanced($request_data);
         $data['client_type'] = 1;
-        $actual_lead_id = $data['actual_lead_id'] ?? null; // adjust to however you get this
-
-        $isType1Flow = $data['lead_type'] == 1 || (!empty($actual_lead_id) && $actual_lead_id != 0 && $data['lead_type'] == 3);
-
-
-        // if ($data['lead_type'] != 1) 
-        if (!$isType1Flow) {
-         // lead_type != 1 (and not the special type-3 override) → fetch client data
+        if (! in_array((int) $data['lead_type'], [1, 3], true)) {
             $client_data               = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
             $data['client_name']       = $client_data['client_name'];
             $data['client_short_name'] = $client_data['short_name'];
@@ -957,15 +950,10 @@ class LeadsController extends BaseController
             $insertCount[] = $insert;
             $this->insertLeadStatus($insert, $value['status'], 3);
 
-                $actual_lead_id = $value['actual_lead_id'] ?? null;
-
-                $isType1Flow = $value['lead_type'] == 1
-                    || (! empty($actual_lead_id) && $actual_lead_id != 0 && $value['lead_type'] == 3);
-
-                if ($isType1Flow && $value['status'] == 'won') {
-                    $leadDataForClient = $this->leadsModel->find($insert);
-                    $this->createClientWithLeadData($leadDataForClient);
-                }
+            if (in_array((int) $value['lead_type'], [1, 3], true) && $value['status'] == 'won') {
+                $leadDataForClient = $this->leadsModel->find($insert);
+                $this->createClientWithLeadData($leadDataForClient);
+            }
 
             if ($value['lead_form_type'] == 1) {
                 //for this push the job to the  calculateMembersDemography() function
@@ -990,16 +978,10 @@ class LeadsController extends BaseController
     {
         if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
 
-            // Define these FIRST before using them
-            $actual_lead_id = $data[0]['actual_lead_id'] ?? null;
-
-            $isType1Flow = $data[0]['lead_type'] == 1
-                || (!empty($actual_lead_id) && $actual_lead_id != 0 && $data[0]['lead_type'] == 3);
-
             $this->insertMultiFilesData($data[0]['multi_file_data'], $id, $data[0]['lead_form_type']);
             $this->insertLeadStatus($id, $data[0]['status'], 3);
 
-            if ($isType1Flow && $data[0]['status'] == 'won') {
+            if (in_array((int) $data[0]['lead_type'], [1, 3], true) && $data[0]['status'] == 'won') {
                 $leadDataForClient = $this->leadsModel->find($id);
                 if (empty($leadDataForClient['is_client_created'])) {
                     $this->createClientWithLeadData($leadDataForClient);
@@ -1420,7 +1402,7 @@ class LeadsController extends BaseController
         }
 
         // 4. Conditional query - only fetch if needed
-        if ($lead_data['lead_type'] != 1) {
+        if (! in_array((int) $lead_data['lead_type'], [1, 3], true)) {
             $client_policy_data = $this->clientPolicyModel
                 ->select('policy_terms, placement_json')
                 ->where('is_active', 1)
@@ -2183,7 +2165,7 @@ class LeadsController extends BaseController
         } //  dd($data);
 
         $lead_data = [];
-        if ($rfq_data['lead_type'] == 1) {
+        if (in_array((int) $rfq_data['lead_type'], [1, 3], true)) {
 
             if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) {
                 $lead_data = [
@@ -4860,7 +4842,7 @@ class LeadsController extends BaseController
                 $data['lead_edit_data']['multi_file_html'] = trim($html) !== '' ? $html : null;
             }
 
-            if ($data['lead_edit_data']['lead_type'] != 1 && $data['lead_edit_data']['lead_form_type'] == 2) {
+            if (! in_array((int) $data['lead_edit_data']['lead_type'], [1, 3], true) && $data['lead_edit_data']['lead_form_type'] == 2) {
                 $data['lead_edit_data']['claims_details_html'] = view('rfq/claims_details_non_eb', $data['lead_edit_data']);
             } else {
                 $data['lead_edit_data']['claims_details_html'] = "";
diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index d0745283..af7fbeff 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -541,8 +541,8 @@
 
             var lead_type = $(this).val();
             var increment = 1; // Example increment value (modify as needed)
-            var start_date_id = lead_type == "1" ? `policy_start_date_${increment}` : "policy_start_date";
-            var end_date_id = lead_type == "1" ? `policy_end_date_${increment}` : "policy_end_date";
+            var start_date_id = (lead_type == "1" || lead_type == "3") ? `policy_start_date_${increment}` : "policy_start_date";
+            var end_date_id = (lead_type == "1" || lead_type == "3") ? `policy_end_date_${increment}` : "policy_end_date";
 
             $(".policy_start_date").attr("id", start_date_id);
             // $("label[for]").attr("for", start_date_id);
@@ -553,7 +553,7 @@
             // $('#leads_form_id')[0].reset();
 
             // console.log("Updated ID:", newId);
-            if (lead_type == 1) {
+            if (lead_type == 1 || lead_type == 3) {
 
                 var policy_start_datePicker = flatpickr("#policy_start_date_" + increment, {
                     dateFormat: "d/m/Y",
@@ -585,32 +585,7 @@
                         // }
                     }
                 });
-            } else if (lead_type == 3) {
-
-                if ($('#client_id option[value="add_client"]').length === 0) {
-                    $('#client_id').prepend($('<option>', {
-                        value: 'add_client',
-                        text: '+ Add Client'
-                    }));
-                }
-                $("#source_policy_id").removeAttr("required");
-                $("#source_policy_id").closest("div").find("label .text-danger").remove();
-                $("#source_policy_id").hide();
-                $('#source_policy_id').closest('.form-group').hide();
-
-                $("#source_policy_start_date").removeAttr("required");
-                $("#source_policy_start_date").closest("div").find("label .text-danger").remove();
-                $("#source_policy_start_date").hide();
-                $('#source_policy_start_date').closest('.form-group').hide();
-
-                $("#source_policy_end_date").removeAttr("required");
-                $("#source_policy_end_date").closest("div").find("label .text-danger").remove();
-                $("#source_policy_end_date").hide();
-                $('#source_policy_end_date').closest('.form-group').hide();
-
-
-
-            } else if (lead_type != 3) {
+            } else if (lead_type != 1 && lead_type != 3) {
                 $("#source_policy_id").prop("required", true);
                 $("#source_policy_start_date").prop("required", true);
                 $("#source_policy_end_date").prop("required", true);
@@ -649,7 +624,7 @@
 
             }
 
-            if (lead_type != 1) {
+            if (lead_type != 1 && lead_type != 3) {
                 dataIncrement = 1;
                 // updateRenewalFields(dataIncrement);
 
@@ -757,7 +732,7 @@
                     leadTypeBsedHideAndShow(lead_type)
 
 
-                    if (lead_type == 1) {
+                    if (lead_type == 1 || lead_type == 3) {
 
                         $('.claim-row').hide();
 
@@ -835,8 +810,19 @@
                     $('#lost_reason').val(res.data.lost_reason || '');
                     $('#notes').val(res.data.notes);
 
+                    let existingClientId = res.data.client_id || res.data.is_client_created || 0;
+                    console.log('existingClientId', existingClientId);
+
+                    if (lead_type == 3) {
+                        if (existingClientId && existingClientId != 0) {
+                            $('#exixting_client').prop('checked', true).trigger('change');
+                        } else {
+                            $('#exixting_client').prop('checked', false).trigger('change');
+                        }
+                    }
+
                     setTimeout(function() {
-                        $('#client_id').val(res.data.client_id).change();
+                        $('#client_id').val(existingClientId).change();
                         setTimeout(function() {
                             $('#client_branch_id').val(res.data.client_branch_id).change();
                             setTimeout(function() {
@@ -1132,7 +1118,7 @@
                 leadTypeBsedHideAndShow(lead_type)
 
 
-                if (lead_type == 1) {
+                if (lead_type == 1 || lead_type == 3) {
 
                     $('.claim-row').hide();
 
@@ -1148,7 +1134,7 @@
                         $('.lifeClaimFields').show();
                     } else {
 
-                        if (lead_type == 1) {
+                        if (lead_type == 1 || lead_type == 3) {
                             updateRenewalFields(dataIncrement);
                         }
 
@@ -1352,7 +1338,7 @@
         // $(".policy_end_date").attr("id", end_date_id);
 
         // Initialize date pickers
-        if (lead_type == 1) {
+        if (lead_type == 1 || lead_type == 3) {
 
             var policy_start_datePicker = flatpickr("#policy_start_date_" + increment, {
                 dateFormat: "d/m/Y",
@@ -1566,7 +1552,7 @@
         console.log('Lead Type:', lead_type);
 
         let increment = input.id.split('_').pop(); // Extract increment
-        if (lead_type == 1) {
+        if (lead_type == 1 || lead_type == 3) {
             return;
         }
 
@@ -1684,7 +1670,7 @@
 
         var lead_type = $('#lead_type').val();
 
-        if (lead_type == 1) {
+        if (lead_type == 1 || lead_type == 3) {
 
             let formRow = input.closest('.form-row');
 
@@ -1857,7 +1843,7 @@
         let value = $(this).val()
         leadTypeBsedHideAndShow(value, true)
 
-        if (value != 1) {
+        if (value != 1 && value != 3) {
             removeExtraForms();
         }
 
@@ -2302,9 +2288,7 @@
 
     function leadTypeBsedHideAndShow(value, resetValues = false) {
 
-        var actual_lead_id = $('#actual_lead_id').val();
-
-        if (value == 1 || (actual_lead_id && actual_lead_id != 0 && value == 3)) {
+        if (value == 1 || value == 3) {
             $('.btnDiv').show();
             $('.claim-row').hide();
 
diff --git a/app/Views/leads_form_handler.php b/app/Views/leads_form_handler.php
index 65160ea1..1e984f08 100644
--- a/app/Views/leads_form_handler.php
+++ b/app/Views/leads_form_handler.php
@@ -839,7 +839,7 @@ if (isset($selected_lead_type)) {
                 $('.loader-mask').fadeIn();
 
 
-                if (lead_type == 1) {
+                if (lead_type == 1 || lead_type == 3) {
                     $('.claim-row').hide();
 
                     if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
@@ -1088,7 +1088,7 @@ if (isset($selected_lead_type)) {
                     temp_client_id = data.client_id
                 }
 
-                if(lead_type == 1){
+                if(lead_type == 1 || lead_type == 3){
 
                     if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
                         $('#exixting_client').prop('checked', false);

From ca7dca8575f2c67942f03871d648ad9282ee859e Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Fri, 17 Apr 2026 17:00:48 +0530
Subject: [PATCH 5/8] CHANGE_OPPORTUNITIES_NONEB_ROLL_OVER_TO_FRESH_HANDLE

---
 app/Views/leads_non_eb.php | 8 ++++----
 1 file changed, 4 insertions(+), 4 deletions(-)

diff --git a/app/Views/leads_non_eb.php b/app/Views/leads_non_eb.php
index 4a775d33..3fdbc536 100644
--- a/app/Views/leads_non_eb.php
+++ b/app/Views/leads_non_eb.php
@@ -613,7 +613,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
                 console.log(response.message, 'WARNING');
             }
 
-            if (lead_type != 1) {
+            if (lead_type != 1 && lead_type != 3) {
 
                 let html = `<hr><div class="form-row"> <div class="form-group col-md-3"><h4> Claim Details </h4></div></div>`
                 let referenceDiv = document.getElementById('appendAreaForClaim');
@@ -767,7 +767,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
     $('#lead_type').change(function() {
         let value = $(this).val()
         // alert(value);
-        if (value == 3) {
+        if (value == 1 || value == 3) {
             // alert("Function Called");
                 
             if ($('#client_id option[value="add_client"]').length === 0) {
@@ -782,7 +782,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
                 $('#source_policy_id').closest('.form-group').hide();
 
                 
-        } else if (value != 3) {
+        } else if (value != 1 && value != 3) {
             $("#source_policy_id").prop("required",true);
             $("#source_policy_id").prop("required", true);
             if(value == 2){
@@ -872,7 +872,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
         var actual_lead_id = $('#actual_lead_id').val();
 
-        if (value == 1 || (actual_lead_id && actual_lead_id != 0 && value == 3)) {
+        if (value == 1 || value == 3) {
             $('.btnDiv').show();
             $('.claim-row').hide();
 

From c6d39cb3534f4bfc682306450340277582c7f03b Mon Sep 17 00:00:00 2001
From: "sanjeev.p" <sanjeev.p@venbainfotech.com>
Date: Fri, 17 Apr 2026 18:26:26 +0530
Subject: [PATCH 6/8] FIX_POS

---
 app/Views/pos_list.php | 123 +++++++++++++++++++++++++----------------
 1 file changed, 74 insertions(+), 49 deletions(-)

diff --git a/app/Views/pos_list.php b/app/Views/pos_list.php
index 58345781..4f164095 100644
--- a/app/Views/pos_list.php
+++ b/app/Views/pos_list.php
@@ -128,10 +128,12 @@
                             <div class="form-group col-md-3">
                                 <label for="email">Email<span class="text-danger">*</span></label>
                                 <input type="email" class="form-control" id="email" name="email" placeholder="Enter Email" required data-parsley-type="email" data-parsley-trigger="keyup">
+                                <small id="email_error" class="text-danger d-none"></small>
                             </div>
                             <div class="form-group col-md-3">
                                 <label for="mobile">Mobile<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="mobile" name="mobile" placeholder="Enter Mobile" required data-parsley-pattern="^[6-9]\d{9}$" data-parsley-trigger="keyup" data-parsley-length="[10,10]" data-parsley-validation-threshold="10" data-parsley-length-message="Mobile number must be 10 digits." data-parsley-pattern-message="Please enter a valid 10-digit mobile number starting with 6, 7, 8, or 9.">
+                                <input type="text" class="form-control" id="mobile" name="mobile" placeholder="Enter Mobile" maxlength="10" inputmode="numeric" pattern="[0-9]{10}" required>
+                                <small id="mobile_error" class="text-danger d-none"></small>
                             </div>
                         </div>
                         <div class="form-row">
@@ -173,7 +175,7 @@
                                     <input type="file" class="form-control" name="aadhar_file_name" id="aadhar_file_name" accept=".pdf,.jpg,.jpeg,.png" data-parsley-file-validation>
                                     <i class="mdi mdi-upload additional-icon"></i>
                                 </div>
-                                <small class="text-muted d-block">Allowed: PDF, XLSX, XLS, PNG, JPG, JPEG. <= Default</small>
+                                <small class="text-muted d-block">Allowed: PDF, PNG, JPG, JPEG.</small>
                             </div>
                             <div class="form-group col-md-4">
                                 <label for="pan_file_name">PAN</label>
@@ -181,7 +183,7 @@
                                     <input type="file" class="form-control" name="pan_file_name" id="pan_file_name" accept=".pdf,.jpg,.jpeg,.png" data-parsley-file-validation>
                                     <i class="mdi mdi-upload additional-icon"></i>
                                 </div>
-                                <small class="text-muted d-block">Allowed: PDF, XLSX, XLS, PNG, JPG, JPEG. <= Default</small>
+                                <small class="text-muted d-block">Allowed: PDF, PNG, JPG, JPEG.</small>
                             </div>
                             <div class="form-group col-md-4">
                                 <label for="certificate_file_name">Certificate</label>
@@ -189,7 +191,7 @@
                                     <input type="file" class="form-control" name="certificate_file_name" id="certificate_file_name" accept=".pdf,.jpg,.jpeg,.png" data-parsley-file-validation>
                                     <i class="mdi mdi-upload additional-icon"></i>
                                 </div>
-                                <small class="text-muted d-block">Allowed: PDF, XLSX, XLS, PNG, JPG, JPEG. <= Default</small>
+                                <small class="text-muted d-block">Allowed: PDF, PNG, JPG, JPEG.</small>
                             </div>                            
                         </div>    
                         <div class="form-row">                  
@@ -227,41 +229,6 @@
 </div>
 
 <script>
-    // Parsley custom validator for file type and size
-    window.Parsley.addValidator('fileValidation', {
-        requirementType: 'string',
-        validateString: function(value, requirement, parsleyInstance) {
-            const file = parsleyInstance.$element[0].files[0];
-            if (!file) {
-                return true; // Skip validation if no file is selected (unless 'required' is also present)
-            }
-
-            const maxImageSize = 500 * 1024; // 500KB
-            const maxPdfSize = 25 * 1024 * 1024; // 25MB
-            const imageTypes = ['image/jpeg', 'image/png', 'image/jpg'];
-            const pdfType = 'application/pdf';
-
-            if (imageTypes.includes(file.type)) {
-                if (file.size > maxImageSize) {
-                    this.errorMessage = 'Image size cannot exceed 500KB.';
-                    return false;
-                }
-            } else if (file.type === pdfType) {
-                if (file.size > maxPdfSize) {
-                    this.errorMessage = 'PDF size cannot exceed 25MB.';
-                    return false;
-                }
-            } else {
-                this.errorMessage = 'Allowed file types are JPG, JPEG, PNG, and PDF.';
-                return false;
-            }
-
-            return true;
-        },
-        messages: {
-            en: 'File is invalid.' // Default fallback message
-        }
-    });
     var table;
     $(document).ready(function () {
         $('#manager_id').select2();
@@ -493,18 +460,77 @@
 
     $('#partnerPOSForm').on('submit', function(e) {
         e.preventDefault();
-        var $form = $(this);
-        
-        // Validate the form using Parsley
-        $form.parsley().validate();
+        const form = this;
 
-        // Check if the form is valid
-        if ($form.parsley().isValid()) {
-            // If valid, submit via AJAX
-            handleSaveEditAndDelete('submit');
+        // HTML5 built-in validation
+        if (!form.checkValidity()) {
+            form.reportValidity(); // shows required/pattern tooltips
+            return;
         }
+
+        // Custom validation
+        if (!validateForm()) return;
+
+        // If valid, submit via AJAX
+        handleSaveEditAndDelete('submit');
     });
 
+
+    function validateForm() {
+        let isValid = true;
+
+        // Clear old errors
+        $('.text-danger').addClass('d-none').text('');
+
+        // Regex patterns
+        const emailRegex  = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
+        const mobileRegex = /^[6-9]\d{9}$/;
+        const aadharRegex = /^\d{12}$/;
+        const panRegex    = /^[A-Z]{5}[0-9]{4}[A-Z]$/;
+
+        // EMAIL
+        const email = $('#email').val().trim();
+        if (email === '') {
+            $('#email_error').text('Email is required').removeClass('d-none');
+            isValid = false;
+        } else if (!emailRegex.test(email)) {
+            $('#email_error').text('Enter a valid email').removeClass('d-none');
+            isValid = false;
+        }
+
+        // MOBILE
+        const mobile = $('#mobile').val().trim();
+        if (mobile === '') {
+            $('#mobile_error').text('Mobile number is required').removeClass('d-none');
+            isValid = false;
+        } else if (!mobileRegex.test(mobile)) {
+            $('#mobile_error').text('Enter a valid 10-digit mobile number').removeClass('d-none');
+            isValid = false;
+        }
+
+        // AADHAAR
+        const aadhar = $('#aadhar').val().trim();
+        if (aadhar === '') {
+            $('#aadhar_error').text('Aadhaar is required').removeClass('d-none');
+            isValid = false;
+        } else if (!aadharRegex.test(aadhar)) {
+            $('#aadhar_error').text('Aadhaar must be 12 digits').removeClass('d-none');
+            isValid = false;
+        }
+
+        // PAN
+        const pan = $('#pan').val().trim();
+        if (pan === '') {
+            $('#pan_error').text('PAN is required').removeClass('d-none');
+            isValid = false;
+        } else if (!panRegex.test(pan)) {
+            $('#pan_error').text('Invalid PAN format (AAAPA1234A)').removeClass('d-none');
+            isValid = false;
+        }
+
+        return isValid;
+    }
+
 </script>
 <script>
     document.addEventListener("DOMContentLoaded", function() {
@@ -594,5 +620,4 @@
             }
         });
     });
-
-</script>
+</script>
\ No newline at end of file

From fc10f71680b3b1927030464726a95dd1ee1f6a19 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Sat, 18 Apr 2026 11:40:35 +0530
Subject: [PATCH 7/8] 
 FIX_LEAD_TO_OPPRTUTITIES_AND_MEDIASSIST_CLAIMS_STATUS_MAPPING

---
 app/Controllers/LeadsController.php         |  4 ++--
 app/Controllers/MediAssistApiController.php |  6 ++---
 app/Views/leads_form.php                    |  3 +++
 app/Views/leads_form_handler.php            | 10 +++++---
 app/Views/leads_non_eb.php                  | 26 ++++++++++++---------
 5 files changed, 30 insertions(+), 19 deletions(-)

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 = $(input).val();
diff --git a/app/Views/leads_non_eb.php b/app/Views/leads_non_eb.php
index 3fdbc536..7ee7ca64 100644
--- a/app/Views/leads_non_eb.php
+++ b/app/Views/leads_non_eb.php
@@ -853,8 +853,10 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         // --- Re-populate Actual Lead data if it was cleared ---
         if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
             $('#client_name').val(actualLeadClientName);
-            // Re-generate short name from the stored client name to ensure consistency
-            if (actualLeadClientName.trim() !== '') {
+            if (actualLeadShortName.trim() !== '') {
+                $('#client_short_name').val(actualLeadShortName);
+            } else if (actualLeadClientName.trim() !== '') {
+                // Fallback only when no persisted short name is available.
                 let baseName = actualLeadClientName
                     .trim()
                     .substring(0, 10)
@@ -1359,15 +1361,16 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" 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 = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
                     makeUniqueShortName(baseName);
                 }, 300);
+            }
         }
 
         // Auto-generate short name from client name on user input.

From f2c170b3e7cb71bc8af1de13e037888a4451e9a0 Mon Sep 17 00:00:00 2001
From: "sanjeev.p" <sanjeev.p@venbainfotech.com>
Date: Sat, 18 Apr 2026 13:55:35 +0530
Subject: [PATCH 8/8] FIX_UI issues noted

---
 app/Controllers/TicketController.php          |   2 +
 app/Views/batch_list.php                      | 212 ++++++++++++++++--
 app/Views/claim_dump_file_list.php            |   8 +-
 app/Views/client_basic_info.php               |   4 +-
 app/Views/file_list.php                       |   2 +-
 app/Views/hr_file_upload.php                  |   2 +-
 app/Views/import_export.php                   |   2 +-
 app/Views/insurer_basic_info.php              |   2 +-
 .../policy_transaction_endorsement_list.php   |   2 +-
 .../policy_transaction_inception_form.php     |   8 +-
 .../policy_transaction_inception_list.php     |   2 +-
 .../policy_transaction_inception_list_2.php   |   2 +-
 app/Views/pt_form_file_upload_tab.php         |   1 +
 app/Views/ticket_feedback_list.php            |   9 +-
 app/Views/ticket_form_gmc.php                 |  10 +-
 app/Views/ticket_form_gpa.php                 |  10 +-
 app/Views/ticket_form_motor.php               |  10 +-
 app/Views/ticket_mail_template.php            |   8 +-
 public/assets/css/custom.css                  |  28 +++
 19 files changed, 283 insertions(+), 41 deletions(-)

diff --git a/app/Controllers/TicketController.php b/app/Controllers/TicketController.php
index 146b748e..4302a338 100644
--- a/app/Controllers/TicketController.php
+++ b/app/Controllers/TicketController.php
@@ -737,6 +737,8 @@ class TicketController extends BaseController
     public function ticket_form($ticket_type)
     {
         $data = $this->ticket_form_data($ticket_type);
+        $data['tab_name'] = "Claims";
+        $data['page_name'] = "Claims";
         // dd($data);
         return $this->loadLayout('ticket_form_handler', $data);
     }
diff --git a/app/Views/batch_list.php b/app/Views/batch_list.php
index f368adcd..be7b1e6a 100755
--- a/app/Views/batch_list.php
+++ b/app/Views/batch_list.php
@@ -1,15 +1,105 @@
+<?php
+$batch_header_labels = [
+    'S.No', 'Batch Code', 'File Name', 'Client', 'Client Branch', 'Client Policy',
+    'Event Type', 'Insurer/ TPA', 'Action', 'Count', '(₹)Amount', 'User/Time', 'Status', 'Action',
+];
+$batch_col_count = count($batch_header_labels);
+$batch_col_max_len = array_fill(0, $batch_col_count, 0);
+for ($i = 0; $i < $batch_col_count; $i++) {
+    $batch_col_max_len[$i] = mb_strlen($batch_header_labels[$i]);
+}
+$insurer_or_tpa = $insurer_or_tpa ?? [];
+$import_or_export = $import_or_export ?? [];
+
+if (!empty($batch_list) && is_array($batch_list)) {
+    foreach ($batch_list as $key => $file) {
+        $batch_col_max_len[0] = max($batch_col_max_len[0], mb_strlen((string) ($key + 1)));
+        $batch_col_max_len[1] = max($batch_col_max_len[1], mb_strlen((string) ($file['batch_code'] ?? '')));
+        $batch_col_max_len[2] = max($batch_col_max_len[2], mb_strlen((string) ($file['file_name'] ?? '')));
+        $batch_col_max_len[3] = max($batch_col_max_len[3], mb_strlen((string) ($file['client_short_name'] ?? '')));
+        $batch_col_max_len[4] = max($batch_col_max_len[4], mb_strlen((string) ($file['branch_name'] ?? '')));
+        $policy_display_len = trim(
+            (isset($file['policy_type']) ? $file['policy_type'] : '')
+            . ' - '
+            . (isset($file['policy_no']) ? $file['policy_no'] : '')
+        );
+        $batch_col_max_len[5] = max($batch_col_max_len[5], mb_strlen($policy_display_len));
+        $batch_col_max_len[6] = max($batch_col_max_len[6], mb_strlen((string) ($file['event_type'] ?? '')));
+        $insLabel = $insurer_or_tpa[$file['insurer_or_tpa'] ?? ''] ?? '';
+        $batch_col_max_len[7] = max($batch_col_max_len[7], mb_strlen((string) $insLabel));
+        $actKey = $file['actions'] ?? '';
+        $actLabel = $import_or_export[$actKey] ?? ucfirst((string) $actKey);
+        $batch_col_max_len[8] = max($batch_col_max_len[8], mb_strlen((string) $actLabel));
+        $countStr = ($file['count'] ?? null) === null ? '-' : (string) $file['count'];
+        $batch_col_max_len[9] = max($batch_col_max_len[9], mb_strlen($countStr));
+        $batch_col_max_len[10] = max($batch_col_max_len[10], mb_strlen((string) format_indian_number($file['amount'])));
+        $userTime = change_date_format($file['created_at'] ?? '', 'Y-m-d H:i:s', 'd M Y h:i a')
+            . ' by '
+            . get_username($file['created_by'] ?? '');
+        $batch_col_max_len[11] = max($batch_col_max_len[11], mb_strlen($userTime));
+        $batch_col_max_len[12] = max($batch_col_max_len[12], mb_strlen((string) ($file['status'] ?? '')));
+        $batch_col_max_len[13] = max($batch_col_max_len[13], 2);
+    }
+}
+
+$batch_col_min_px = [48, 72, 100, 72, 80, 120, 88, 96, 72, 56, 80, 160, 96, 52];
+$batch_col_max_px = [64, 220, 480, 240, 240, 640, 200, 200, 140, 110, 160, 560, 320, 64];
+$batch_col_width_px = [];
+for ($i = 0; $i < $batch_col_count; $i++) {
+    $chars = max($batch_col_max_len[$i], mb_strlen($batch_header_labels[$i]));
+    $px = (int) round($chars * 7.0 + 26);
+    $batch_col_width_px[$i] = min(
+        $batch_col_max_px[$i],
+        max($batch_col_min_px[$i], $px)
+    );
+}
+?>
 <style>
 
 .reload:hover {
     cursor: pointer;
 }
 
-.truncate {
-    max-width: 80px;
-    white-space: nowrap;
+/* Column widths from max data length (see PHP above).
+   Avoid table-layout:fixed + identical max-width on TH — it fights DataTables col sizing and skews TH vs TD.
+   Do not max-width THEAD cells (sort icons use position:absolute; narrow max clips them). */
+<?php for ($i = 0; $i < $batch_col_count; $i++) : ?>
+#batch-list-table_wrapper .dataTables_scrollHead table thead th:nth-child(<?= $i + 1 ?>),
+#batch-list-table thead th:nth-child(<?= $i + 1 ?>) {
+    min-width: <?= (int) $batch_col_width_px[$i] ?>px;
+    width: <?= (int) $batch_col_width_px[$i] ?>px;
+    box-sizing: border-box;
+    vertical-align: middle;
+    overflow: visible !important;
+}
+#batch-list-table tbody td:nth-child(<?= $i + 1 ?>) {
+    width: <?= (int) $batch_col_width_px[$i] ?>px;
+    max-width: <?= (int) $batch_col_width_px[$i] ?>px;
+    min-width: <?= (int) $batch_col_width_px[$i] ?>px;
+    box-sizing: border-box;
+    vertical-align: middle;
+}
+<?php endfor; ?>
+#batch-list-table tbody td:nth-child(1),
+#batch-list-table tbody td:nth-child(2),
+#batch-list-table tbody td:nth-child(3),
+#batch-list-table tbody td:nth-child(4),
+#batch-list-table tbody td:nth-child(5),
+#batch-list-table tbody td:nth-child(6),
+#batch-list-table tbody td:nth-child(7),
+#batch-list-table tbody td:nth-child(8),
+#batch-list-table tbody td:nth-child(9),
+#batch-list-table tbody td:nth-child(10),
+#batch-list-table tbody td:nth-child(11),
+#batch-list-table tbody td:nth-child(12) {
     overflow: hidden;
     text-overflow: ellipsis;
 }
+#batch-list-table tbody td:nth-child(13),
+#batch-list-table tbody td:nth-child(14) {
+    overflow: visible;
+    text-overflow: clip;
+}
 
 /* TPA variation modal layout */
 #tpa_variation_modal .modal-dialog {
@@ -93,31 +183,50 @@
 #tpa_variation_modal .dataTables_wrapper .dt-top .dataTables_filter {
     text-align: right;
 }
-/* Compact table + buttons (NHance) */
-#tickets-table thead th,
-#tickets-table tbody td {
+/* Compact tbody; thead must keep padding-right for sort triangles (custom.css uses ~2.35rem). */
+#batch-list-table tbody td {
     padding: 5px 11px !important;
     font-size: 13px;
     line-height: 1.25;
 }
+#batch-list-table_wrapper .dataTables_scrollHead table thead th,
+#batch-list-table thead th {
+    padding: 5px 2.35rem 5px 11px !important;
+    font-size: 13px;
+    line-height: 1.25;
+}
 
 /* Action dropdown toggle in rows */
-#tickets-table .dropdown-toggle.btn-sm {
+#batch-list-table .dropdown-toggle.btn-sm {
     padding: 4px 9px !important;
     font-size: 13px;
     line-height: 1.2;
 }
 
 /* DataTables toolbar buttons (Export/Filter/Clear Filter) */
-#tickets-table_wrapper .dt-buttons .btn {
+#batch-list-table_wrapper .dt-buttons .btn {
     padding: 6px 13px !important;
     font-size: 13px;
 }
 
-#tickets-table_wrapper .dt-buttons .btn .btn-custom {
+#batch-list-table_wrapper .dt-buttons .btn .btn-custom {
     font-size: 13px;
 }
 
+/*
+ * One horizontal scrollbar without breaking thead/tbody width sync:
+ * - Do NOT set overflow-x:visible on .dataTables_scrollBody — that breaks DataTables’
+ *   scrollHead/scrollBody width matching so <th> looks cut off.
+ * - When there is no .dataTables_scrollBody (scrollX off, single table), outer scrolls.
+ * - When .dataTables_scrollBody exists (scrollX on), only that inner strip scrolls (custom.css);
+ *   outer .table-responsive stays overflow visible via nh-dt-no-outer-scroll / :has() rules.
+ */
+#second_page .card-body > .table-responsive:not(:has(.dataTables_scrollBody)) {
+    overflow-x: auto !important;
+    -webkit-overflow-scrolling: touch;
+    max-width: 100%;
+}
+
 </style>
 
 <div class="col-12" id="second_page">
@@ -130,7 +239,7 @@
 
             </div>
             <div class="table-responsive">
-                <table data-custom-table-css="table" id="tickets-table" class="table table-hover m-0 table-centered dt-responsive w-100">
+                <table data-custom-table-css="table" id="batch-list-table" class="table table-hover m-0 table-centered nowrap w-100">
                     <thead class="bg-light">
                         <tr>
                             <th class="font-weight-medium">S.No&nbsp;</th> 
@@ -159,15 +268,25 @@
                         <tr>
                             <td class="text-center"><b><?php echo ($key + 1) ?></b></td>
                             <td><?php echo $file['batch_code'] ?></td>
-                            <td style="overflow: hidden;" class="reload truncate" data-toggle="tooltip" data-placement="top" title="<?php echo $file['file_name'] ?>">
+                            <td class="reload batch-file-cell" data-toggle="tooltip" data-placement="top" title="<?php echo htmlspecialchars($file['file_name'] ?? '', ENT_QUOTES, 'UTF-8') ?>">
                                 <?php echo $file['file_name']?>
                             </td>
                             <td><?php echo $file['client_short_name'] ?></td>
                             <td><?php echo $file['branch_name'] ?></td>
                             <!-- <td><?php echo isset($file['policy_name']) ?  $file['policy_name'] : '' ?> - <?php echo isset($file['policy_no']) ? $file['policy_no'] : '' ?> - <?php echo isset($file['policy_type']) ? $file['policy_type'] : '' ?></td> -->
-                            <td><?php echo isset($file['policy_type']) ?  $file['policy_type'] : '' ?> - <?php echo isset($file['policy_no']) ? $file['policy_no'] : '' ?></td>
+                            <?php
+                                $policy_display = trim(
+                                    (isset($file['policy_type']) ? $file['policy_type'] : '')
+                                    . ' - '
+                                    . (isset($file['policy_no']) ? $file['policy_no'] : '')
+                                );
+                            ?>
+                            <td class="batch-policy-cell reload"
+                                data-toggle="tooltip"
+                                data-placement="top"
+                                title="<?= esc($policy_display) ?>"><?= esc($policy_display) ?></td>
                             <td><?php echo $file['event_type'] ?></td>
-                            <td><?php echo $insurer_or_tpa[$file['insurer_or_tpa']] ?></td>
+                            <td><?php echo esc($insurer_or_tpa[$file['insurer_or_tpa'] ?? ''] ?? '') ?></td>
                             <td><?php echo $import_or_export[$file['actions']] ?? ucfirst($file['actions']) ?></td>
                             <td><?php echo $file['count'] == null ? '-' : $file['count'] ?></td>
 
@@ -347,7 +466,7 @@
             <div class="modal-body">
                 <ul class="nav nav-tabs" id="tpaVariationTabs" role="tablist">
                     <li class="nav-item">
-                        <a class="nav-link active" id="not-in-nhance-tab" data-toggle="tab" href="#not_in_nhance_tab" role="tab" aria-controls="not_in_nhance_tab" aria-selected="true">Not in Nhance</a>
+                        <a class="nav-link active active_tab" id="not-in-nhance-tab" data-toggle="tab" href="#not_in_nhance_tab" role="tab" aria-controls="not_in_nhance_tab" aria-selected="true">Not in Nhance</a>
                     </li>
                     <li class="nav-item">
                         <a class="nav-link" id="not-in-tpa-tab" data-toggle="tab" href="#not_in_tpa_tab" role="tab" aria-controls="not_in_tpa_tab" aria-selected="false">Not in TPA</a>
@@ -439,6 +558,23 @@
         ],
     };
 
+    /** Activate a TPA variation tab by id (not-in-nhance-tab, not-in-tpa-tab, need-to-review-tab). Works without jQuery .tab('show'). */
+    function showTPAVariationTabByLinkId(tabLinkId) {
+        var paneMap = {
+            'not-in-nhance-tab': 'not_in_nhance_tab',
+            'not-in-tpa-tab': 'not_in_tpa_tab',
+            'need-to-review-tab': 'need_to_review_tab'
+        };
+        var paneId = paneMap[tabLinkId];
+        if (!paneId) {
+            return;
+        }
+        $('#tpaVariationTabs .nav-link').removeClass('active').attr('aria-selected', 'false');
+        $('#' + tabLinkId).addClass('active').attr('aria-selected', 'true');
+        $('#tpaVariationTabContent .tab-pane').removeClass('show active');
+        $('#' + paneId).addClass('show active');
+    }
+
     function renderVariationTable(tableSelector, rows, columns) {
         const $table = $(tableSelector);
         const $thead = $table.find('thead');
@@ -515,8 +651,10 @@
         renderVariationTable('#not_in_tpa_table', notInTpa, tpaVariationColumns.not_in_tpa);
         renderVariationTable('#need_to_review_table', reviewData, tpaVariationColumns.need_to_review);
 
-        const activeId = $('#tpaVariationTabs .nav-link.active').attr('id') || 'not-in-nhance-tab';
-        adjustVariationTableByTabId(activeId);
+        // Default tab: Not in Nhance — select tab and init DataTable for #not_in_nhance_table as soon as data is rendered.
+        showTPAVariationTabByLinkId('not-in-nhance-tab');
+        updateTPAProceedButton('not-in-nhance-tab');
+        adjustVariationTableByTabId('not-in-nhance-tab');
     }
 
     function showTPAVariationModal() {
@@ -650,8 +788,10 @@
         });
 
         $('#tpa_variation_modal').on('shown.bs.modal', function () {
-            const activeId = $('#tpaVariationTabs .nav-link.active').attr('id') || 'not-in-nhance-tab';
-            adjustVariationTableByTabId(activeId);
+            // Always show "Not in Nhance" first; re-measure DataTable now that the modal is visible.
+            showTPAVariationTabByLinkId('not-in-nhance-tab');
+            updateTPAProceedButton('not-in-nhance-tab');
+            adjustVariationTableByTabId('not-in-nhance-tab');
         });
 
         $('#tpa_variation_modal').on('hidden.bs.modal', function () {
@@ -660,10 +800,40 @@
             destroyVariationDataTable('#need_to_review_table');
         });
 
-        const batchListTable = $('#tickets-table').DataTable({
+        /* footer.php sets scrollX/scrollY on $.fn.dataTable.defaults — force off for this init so DT does not split thead into .dataTables_scrollHead / tbody into .dataTables_scrollBody (only the body strip would scroll horizontally). */
+        var _dtDefScroll = {
+            scrollX: $.fn.dataTable.defaults.scrollX,
+            scrollY: $.fn.dataTable.defaults.scrollY,
+            scrollCollapse: $.fn.dataTable.defaults.scrollCollapse
+        };
+        $.extend($.fn.dataTable.defaults, { scrollX: false, scrollY: false, scrollCollapse: false });
+
+        const batchListTable = $('#batch-list-table').DataTable({
             dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
                 "<'row'<'col-sm-12'tr>>" +
-                "<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",            lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
+                "<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
+            lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
+            scrollX: false,
+            scrollY: false,
+            scrollCollapse: false,
+            initComplete: function () {
+                var $wrap = $(this.api().table().container());
+                var $body = $wrap.find('.dataTables_scrollBody');
+                var $head = $wrap.find('.dataTables_scrollHead');
+                if ($body.length && $head.length) {
+                    $body.off('scroll.nhBatchHScroll').on('scroll.nhBatchHScroll', function () {
+                        $head.scrollLeft($(this).scrollLeft());
+                    });
+                    $head.off('scroll.nhBatchHScroll').on('scroll.nhBatchHScroll', function () {
+                        $body.scrollLeft($(this).scrollLeft());
+                    });
+                }
+            },
+            columnDefs: [
+<?php for ($i = 0; $i < $batch_col_count; $i++) : ?>
+                { targets: <?= $i ?>, width: '<?= (int) $batch_col_width_px[$i] ?>px' },
+<?php endfor; ?>
+            ],
             buttons: [
                 {
                     extend: 'collection',
@@ -710,6 +880,8 @@
             responsive: false
         });
 
+        $.extend($.fn.dataTable.defaults, _dtDefScroll);
+
         // Keep TH and TD widths in sync after any table redraw (search/sort/paginate).
         batchListTable.on('draw.dt', function () {
             batchListTable.columns.adjust();
diff --git a/app/Views/claim_dump_file_list.php b/app/Views/claim_dump_file_list.php
index 37deebe0..146aaa4b 100644
--- a/app/Views/claim_dump_file_list.php
+++ b/app/Views/claim_dump_file_list.php
@@ -85,6 +85,10 @@
 }
 
 </style>
+<script>
+    var pageHideMainNavTitle = true;
+    var pageTitle = 'Claim Dump Upload';
+</script>
 
 <!-- <div class="row">
     <div class="col-xl-12" style="margin-left: 14px;max-width: 98%;">
@@ -125,12 +129,12 @@
 <div class="col-12">
     <div class="card">
         <div class="card-body">
-            <div class="row" style="padding-bottom: 10px;">
+            <!-- <div class="row" style="padding-bottom: 10px;">
                 <div class="col-6" style="align-self: center;">
                     <h4 style="position: relative;">Claim Dump Upload</h4>
                 </div>
 
-            </div>
+            </div> -->
             <table data-custom-table-css="table" class="table table-hover m-0 table-centered w-100" cellspacing="0" id="tickets-table">
                 <thead class="bg-light">
                     <tr>
diff --git a/app/Views/client_basic_info.php b/app/Views/client_basic_info.php
index d2bae3a3..4cf5ab23 100755
--- a/app/Views/client_basic_info.php
+++ b/app/Views/client_basic_info.php
@@ -162,7 +162,7 @@ input:checked + .slider:before {
                                                 </div>
                                             </div>
                                         </div>
-                                        <small class="mt-1 text-muted d-block">Allowed: PNG, JPG, JPEG. Size : 200KB Dimension : 100 X 100 Pixels</small>
+                                        <small class="mt-1 text-muted d-block">Allowed: JPG, JPEG, PNG. Size : 200KB Dimension : 100 X 100 Pixels</small>
                                         <div id="client_logo_error_container"></div>
 
                                         <!-- Hidden File Input -->
@@ -465,7 +465,7 @@ input:checked + .slider:before {
                                 $.each(res.data, function (index, item) {
                                     var row = `<tr>
                                                 <td> ${item.file_name}</td>
-                                                <td id="form_${item.id}" style=""><form class="ajax" ><input class="file-input__input" type="file" name="file_name" accept=".jpg,.jpeg,.png"><br><small class="text-muted">Allowed: PNG, JPG, JPEG.</small>
+                                                <td id="form_${item.id}" style=""><form class="ajax" ><input class="file-input__input" type="file" name="file_name" accept=".jpg,.jpeg,.png"><br><small class="text-muted">Allowed: JPG, JPEG, PNG.</small>
                                                     <input type="hidden" class="form-control" value="<?= csrf_hash() ?>" name="<?= csrf_token() ?>" />
                                                     <input type="hidden" class="form-control" value="${item.id}" name="kyc_doc_type_id" />
                                                     <input type="hidden" name="client_id" id="id_for_kyc_file" value="${client_id_for_file}"/>
diff --git a/app/Views/file_list.php b/app/Views/file_list.php
index 759cdba6..1fcba673 100755
--- a/app/Views/file_list.php
+++ b/app/Views/file_list.php
@@ -220,7 +220,7 @@
                     <input type="hidden" id="file_upload_actions" name="upload-action-type">
                     <input type="file" id="fileInput" name="emplist" required
                         accept=" application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel,application/vnd.oasis.opendocument.spreadsheet">
-                    <small class="text-muted d-block">Allowed: XLS, XLSX. Size : 25MB Dimension : 100 X 100</small>
+                    <small class="text-muted d-block">Allowed: XLS, XLSX. Size : 25MB</small>
                     <button type="submit" class="btn btn-primary">Upload</button>
                 </form>
             </div>
diff --git a/app/Views/hr_file_upload.php b/app/Views/hr_file_upload.php
index 62979743..50464d26 100644
--- a/app/Views/hr_file_upload.php
+++ b/app/Views/hr_file_upload.php
@@ -230,7 +230,7 @@
                     <input type="hidden" id="hr_file_upload_actions" name="upload-action-type">
                     <input type="file" id="fileInput" name="emplist" required
                         accept=" application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel,application/vnd.oasis.opendocument.spreadsheet">
-                    <small class="text-muted d-block">Allowed: XLS, XLSX. Size : 25MB Dimension : 100 X 100</small>
+                    <small class="text-muted d-block">Allowed: XLS, XLSX. Size : 25MB</small>
                     <button type="submit" class="btn btn-primary">Upload</button>
                 </form>
             </div>
diff --git a/app/Views/import_export.php b/app/Views/import_export.php
index 89584e0f..84fe0c7c 100755
--- a/app/Views/import_export.php
+++ b/app/Views/import_export.php
@@ -258,7 +258,7 @@ table.dataTable thead th {
                         <button class="scroll-btn left-btn" type="button">&#9664;</button>
                     </li>
                     <li class="nav-item d-flex justify-content-center align-items-center">
-                        <a href="#general-q-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2 active-tab " id="general_tab">
+                        <a href="#general-q-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2 active-tab active" id="general_tab">
                             <span class="mr-1"><i class="mdi mdi-contacts"></i></span>
                             <span class="d-none d-sm-inline-block ">Data From Client</span>
                         </a>
diff --git a/app/Views/insurer_basic_info.php b/app/Views/insurer_basic_info.php
index 089f8c08..ce0720ba 100755
--- a/app/Views/insurer_basic_info.php
+++ b/app/Views/insurer_basic_info.php
@@ -176,7 +176,7 @@ input:checked + .slider:before {
                             <i class="mdi mdi-upload additional-icon"></i>
                         </div>
                         <div id="logo_error_container"></div>
-                        <small class="text-muted">Allowed: JPG, JPEG, PNG. Max size: 200KB.</small>
+                        <small class="text-muted">Allowed: JPG, JPEG, PNG. Size: 200KB.</small>
                 </div>
                 <div class="col-md-3">
                     <img src="<?= isset($insurer['insurer_logo']) && !empty($insurer['insurer_logo']) ? base_url() . "public/uploads/logo/" . $insurer['insurer_logo'] : base_url() . "public/assets/images/avatar_2x.png" ?>" 
diff --git a/app/Views/policy_transaction_endorsement_list.php b/app/Views/policy_transaction_endorsement_list.php
index e978854e..7fbfff67 100644
--- a/app/Views/policy_transaction_endorsement_list.php
+++ b/app/Views/policy_transaction_endorsement_list.php
@@ -1010,7 +1010,7 @@
             <div class="form-group col-md-5">
                 <label for="file">Upload File<span class="text-danger">${required_star}</span></label>
                 <input type="file" class="form-control" id="file_name" name="file[]" ${required} accept=".pdf,.jpg,.jpeg,.png">
-                <small class="text-muted d-block">Allowed: PDF, XLSX, XLS, PNG, JPG, JPEG. <= Default</small>
+                <small class="text-muted d-block">Allowed: PDF, PNG, JPG, JPEG. </small>
             </div>
             <div class="form-group col-md-2" style="position: relative;top: 28px;">
                 <a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this, '${container_id}')">x</a>
diff --git a/app/Views/policy_transaction_inception_form.php b/app/Views/policy_transaction_inception_form.php
index ba60a971..403a1fb4 100644
--- a/app/Views/policy_transaction_inception_form.php
+++ b/app/Views/policy_transaction_inception_form.php
@@ -321,9 +321,11 @@
     <input type="hidden" id="entity_type_id">
     <div class="row" id="inception_form">
         <div class="col-xl-12" style="max-width: 100% !important;">
+        <!--
             <div class="card">
                 <div class="card-body">
-                    <div class="row" style="margin-bottom:1rem;">
+        -->
+                    <!-- <div class="row" style="margin-bottom:1rem;"> -->
 
                         <!-- <div class="col-6" style="align-self: center;">
                             <h4 id="page_title" style="position: relative;">Add Policy</h4>
@@ -335,7 +337,7 @@
                             <a href="<?= base_url('policy_tranction/inception/list') ?>" type="button" id="btnAdd" class="btn btn-primary waves-effect waves-light"
                                 >Back</a>
                         </div> -->
-                    </div>
+                    <!-- </div> -->
                     <form role="form" class="parsley-examples" method="post" id="inception_form_id" enctype="multipart/form-data" novalidate>
 
                         <input type="hidden" name="id" id="policy_tranction_primarykey">
@@ -1151,8 +1153,10 @@
                                 id="btnSubmit">Submit</button>
                         </div>
                     </form>
+        <!--
                 </div>
             </div>
+        -->
         </div>
     </div>
 </div>
diff --git a/app/Views/policy_transaction_inception_list.php b/app/Views/policy_transaction_inception_list.php
index 09d60686..d2d678d3 100644
--- a/app/Views/policy_transaction_inception_list.php
+++ b/app/Views/policy_transaction_inception_list.php
@@ -1175,7 +1175,7 @@ function addHTMLInput(data = null, container_id = 'dynamic-form-container')
         <div class="form-group col-md-5">
             <label for="file">Upload File<span class="text-danger">${required_star}</span></label>
             <input type="file" class="form-control" id="file_name" name="file[]" ${required} accept=".pdf,.jpg,.jpeg,.png">
-            <small class="text-muted d-block">Allowed: PDF, XLSX, XLS, PNG, JPG, JPEG. <= Default</small>
+            <small class="text-muted d-block">Allowed: PDF, JPG, JPEG, PNG.</small>
         </div>
         <div class="form-group col-md-2" style="position: relative;top: 28px;">
             <a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this, '${container_id}')">x</a>
diff --git a/app/Views/policy_transaction_inception_list_2.php b/app/Views/policy_transaction_inception_list_2.php
index 98da20dd..3b3d9912 100644
--- a/app/Views/policy_transaction_inception_list_2.php
+++ b/app/Views/policy_transaction_inception_list_2.php
@@ -1017,7 +1017,7 @@ function addHTMLInput(data = null)
         <div class="form-group col-md-5">
             <label for="file">Upload File<span class="text-danger">*</span></label>
             <input type="file" class="form-control" id="file_name" name="file[]" accept=".pdf,.jpg,.jpeg,.png" required>
-            <small class="text-muted d-block">Allowed: PDF, XLSX, XLS, PNG, JPG, JPEG. <= Default</small>
+            <small class="text-muted d-block">Allowed: PDF, JPG, JPEG, PNG.</small>
         </div>
         <div class="form-group col-md-2" style="position: relative;top: 28px;">
             <a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
diff --git a/app/Views/pt_form_file_upload_tab.php b/app/Views/pt_form_file_upload_tab.php
index a3d0f737..7719f235 100644
--- a/app/Views/pt_form_file_upload_tab.php
+++ b/app/Views/pt_form_file_upload_tab.php
@@ -1,5 +1,6 @@
 <div class="row" id="pt_onboarding">  <!-- style="position: relative; bottom: 25px; display:none;" -->
     <div class="col-xl-12">
+        <div style="margin-top:10px !important;"></div>
         <div class="card-body">
             <div class="tab-wrapper position-relative">
                 <ul class="nav nav-pills navtab-bg" id="myTab">
diff --git a/app/Views/ticket_feedback_list.php b/app/Views/ticket_feedback_list.php
index 048c3663..ba227b5b 100644
--- a/app/Views/ticket_feedback_list.php
+++ b/app/Views/ticket_feedback_list.php
@@ -37,18 +37,21 @@ table.dataTable tbody td {
 .dataTables_length label {height: 21px !important;}
 
 </style>
-
+<script>
+    var pageHideMainNavTitle = true;
+    var pageTitle = 'Claim Feedback List';
+</script>
 
 
 <div class="col-12">
     <div class="card">
         <div class="card-body">
-            <div class="row" style="padding-bottom: 10px;">
+            <!-- <div class="row" style="padding-bottom: 10px;">
                 <div class="col-6" style="align-self: center;">
                     <h4 style="position: relative;">Claim Feedback List </h4>
                 </div>
 
-            </div>
+            </div> -->
             <div class="table-responsive">
                 <table data-custom-table-css="table" id="scroll-horizontal-datatable" class="table w-100 nowrap">
                     <thead class="bg-light">
diff --git a/app/Views/ticket_form_gmc.php b/app/Views/ticket_form_gmc.php
index 16c58010..4db28f7d 100644
--- a/app/Views/ticket_form_gmc.php
+++ b/app/Views/ticket_form_gmc.php
@@ -28,7 +28,13 @@
         font-size: 0.875rem;
     }
 </style>
-
+<?php if (!isset($ticket_data)) { ?>
+<script>
+    var pageHideMainNavTitle = true;
+    var pageTitle = '<?= isset($claim_ticket_type_id) && $claim_ticket_type_id == 72 ? 'Claim OPD' : 'Claim GMC' ?>';
+    var pageBackButton = '<a href="<?= base_url('ticket/list') ?>" class="topbar-icon-btn" title="Back"><i class="ri-arrow-left-s-line"></i></a>';
+</script>
+<?php } ?>
 <div class="container-fluid-min">
     <div class="row">
         <div class="col-12">
@@ -36,6 +42,7 @@
                 <div class="card-body">
                     <?php if (!isset($ticket_data)) { ?>
                         <!-- Header Section -->
+                        <!--
                         <div class="row mb-3">
                             <div class="col-6 d-flex align-items-center">
                                 <h4 class="mb-0"><?= isset($claim_ticket_type_id) && $claim_ticket_type_id == 72 ? 'Claim OPD' : 'Claim GMC' ?></h4>
@@ -46,6 +53,7 @@
                                 </a>
                             </div>
                         </div>
+                        -->
                     <?php } ?>
                     <form role="form" class="parsley-examples" method="post" id="ticket_form_data" onsubmit="submitClaimForm(event, this)" enctype="multipart/form-data">
 
diff --git a/app/Views/ticket_form_gpa.php b/app/Views/ticket_form_gpa.php
index 05ccc9e9..29fa66ae 100644
--- a/app/Views/ticket_form_gpa.php
+++ b/app/Views/ticket_form_gpa.php
@@ -22,13 +22,20 @@
     }
 
 </style>
-
+<?php if (!isset($ticket_data)) { ?>
+<script>
+    var pageHideMainNavTitle = true;
+    var pageTitle = 'Claim <?= $ticket_form ?>';
+    var pageBackButton = '<a href="<?= base_url('ticket/list') ?>" class="topbar-icon-btn" title="Back"><i class="ri-arrow-left-s-line"></i></a>';
+</script>
+<?php } ?>
 <div class="row">
     <div class="col-12">
         <div class="<?= !isset($ticket_data) ? "card" : "" ?>" style="margin-right: 23px;">
             <div class="card-body">
                 <?php if (!isset($ticket_data)) { ?>
                     <!-- Header Section -->
+                    <!--
                     <div class="row mb-3">
                         <div class="col-6 d-flex align-items-center">
                             <h4 class="mb-0">Claim <?= $ticket_form ?></h4>
@@ -39,6 +46,7 @@
                             </a>
                         </div>
                     </div>
+                    -->
                 <?php } ?>
                 <form role="form" class="parsley-examples" method="post" id="ticket_form_data" onsubmit="submitClaimForm(event, this)"
                     enctype="multipart/form-data">
diff --git a/app/Views/ticket_form_motor.php b/app/Views/ticket_form_motor.php
index 807143b0..be5d040f 100644
--- a/app/Views/ticket_form_motor.php
+++ b/app/Views/ticket_form_motor.php
@@ -22,13 +22,20 @@
     }
 
 </style>
-
+<?php if (!isset($ticket_data)) { ?>
+<script>
+    var pageHideMainNavTitle = true;
+    var pageTitle = 'Claim <?= $ticket_form ?>';
+    var pageBackButton = '<a href="<?= base_url('ticket/list') ?>" class="topbar-icon-btn" title="Back"><i class="ri-arrow-left-s-line"></i></a>';
+</script>
+<?php }?>
 <div class="row">
     <div class="col-12">
         <div class="<?= !isset($ticket_data) ? "card" : "" ?>" style="margin-right: 23px;">
             <div class="card-body">
                 <?php if (!isset($ticket_data)) { ?>
                     <!-- Header Section -->
+                    <!--
                     <div class="row mb-3">
                         <div class="col-6 d-flex align-items-center">
                             <h4 class="mb-0">Claim <?= $ticket_form ?></h4>
@@ -39,6 +46,7 @@
                             </a>
                         </div>
                     </div>
+                    -->
                 <?php } ?>
                 <form role="form" class="parsley-examples" method="post" id="ticket_form_data" 
                     onsubmit="return validateBeforeSubmit(event, this)"
diff --git a/app/Views/ticket_mail_template.php b/app/Views/ticket_mail_template.php
index b8808f69..87a29e55 100644
--- a/app/Views/ticket_mail_template.php
+++ b/app/Views/ticket_mail_template.php
@@ -57,16 +57,20 @@
     }
     .dataTables_length label {height: 21px !important;}
 </style>
+<script>
+    var pageHideMainNavTitle = true;
+    var pageTitle = 'Mail Template List';
+</script>
 
 <div class="col-12">
     <div class="card">
         <div class="card-body">
-            <div class="row" style="padding-bottom: 10px;">
+            <!-- <div class="row" style="padding-bottom: 10px;">
                 <div class="col-6" style="align-self: center;">
                     <h4 style="position: relative;">Mail Template List </h4>
                 </div>
 
-            </div>
+            </div> -->
             <div class="table-responsive">
                 <table data-custom-table-css="table" id="scroll-horizontal-datatable" class="table w-100 nowrap">
                     <thead class="bg-light">
diff --git a/public/assets/css/custom.css b/public/assets/css/custom.css
index 160dea96..7f6fc33b 100644
--- a/public/assets/css/custom.css
+++ b/public/assets/css/custom.css
@@ -698,6 +698,34 @@ div.dataTables_wrapper {
   max-width: 100%;
 }
 
+/*
+ * DataTables — consistent minimum height on main app pages (≈10" laptops → large monitors).
+ * vmin tracks the smaller viewport edge; caps limit empty space on very large displays.
+ * Scroll split: min height on .dataTables_scroll / .dataTables_scrollBody.
+ * No scroll split: min height on wrapper only (avoids stacking min-heights with scroll region).
+ */
+.content-page div.dataTables_wrapper:not(:has(.dataTables_scroll)) {
+  min-height: clamp(18rem, 36vmin, 40rem);
+}
+
+.content-page div.dataTables_wrapper .dataTables_scroll {
+  min-height: clamp(16rem, 32vmin, 34rem);
+}
+
+.content-page div.dataTables_wrapper .dataTables_scrollBody {
+  min-height: clamp(14rem, 28vmin, 30rem);
+}
+
+/* Modals / overlays: do not reserve main-page list height */
+.modal div.dataTables_wrapper,
+.modal div.dataTables_wrapper .dataTables_scroll,
+.modal div.dataTables_wrapper .dataTables_scrollBody,
+#tpa_variation_modal div.dataTables_wrapper,
+#tpa_variation_modal div.dataTables_wrapper .dataTables_scroll,
+#tpa_variation_modal div.dataTables_wrapper .dataTables_scrollBody {
+  min-height: 0 !important;
+}
+
 /* Let the middle row shrink inside flex layouts so the wrapper doesn’t widen the page */
 div.dataTables_wrapper > .row .dataTables_scroll {
   max-width: 100%;