From 3b56b0d1f83575d505b5a1358481ed64aa926c9b Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Tue, 12 May 2026 17:17:01 +0530
Subject: [PATCH] FIX_Opportunities_TOGGLE_ISSUE

---
 app/Controllers/LeadsController.php | 20 ++++++++++----------
 app/Views/leads_form.php            | 10 +++++++---
 app/Views/leads_form_handler.php    | 15 ++++++++++++---
 app/Views/leads_non_eb.php          | 16 ++++++++++++++++
 4 files changed, 45 insertions(+), 16 deletions(-)

diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index 9eb1da12..66337c36 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -1014,10 +1014,10 @@ class LeadsController extends BaseController
             $insertCount[] = $insert;
             $this->insertLeadStatus($insert, $value['status'], 3);
 
-            if (in_array((int) $value['lead_type'], [1, 3], true) && $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
@@ -1045,12 +1045,12 @@ class LeadsController extends BaseController
             $this->insertMultiFilesData($data[0]['multi_file_data'], $id, $data[0]['lead_form_type']);
             $this->insertLeadStatus($id, $data[0]['status'], 3);
 
-            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);
-                }
-            }
+            // 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);
+            //     }
+            // }
 
             return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Opportunity updated successfully", 'data' => $data], 200);
         }
diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index e2242c4f..836ec3b8 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -822,11 +822,15 @@
                     $('#lost_reason').val(res.data.lost_reason || '');
                     $('#notes').val(res.data.notes);
 
-                    let existingClientId = res.data.client_id || res.data.is_client_created || 0;
+                    const isExistingClient = res.data.client_id !== undefined
+                        && res.data.client_id !== null
+                        && String(res.data.client_id) !== ''
+                        && String(res.data.client_id) !== '0';
+                    let existingClientId = isExistingClient ? res.data.client_id : 0;
                     console.log('existingClientId', existingClientId);
 
-                    if (lead_type == 3) {
-                        if (existingClientId && existingClientId != 0) {
+                    if (lead_type == 1 || lead_type == 3) {
+                        if (isExistingClient) {
                             $('#exixting_client').prop('checked', true).trigger('change');
                         } else {
                             $('#exixting_client').prop('checked', false).trigger('change');
diff --git a/app/Views/leads_form_handler.php b/app/Views/leads_form_handler.php
index 96987f29..426f43fe 100644
--- a/app/Views/leads_form_handler.php
+++ b/app/Views/leads_form_handler.php
@@ -831,6 +831,10 @@ if (isset($selected_lead_type)) {
 
                 let policy_type_id = data.policy_type_id || null;
                 let lead_type = data.lead_type || null;
+                const isExistingClient = data.client_id !== undefined
+                    && data.client_id !== null
+                    && String(data.client_id) !== ''
+                    && String(data.client_id) !== '0';
 
                 if ([1, 6, 7].includes(policy_type_id)) {
                     let newId = 'appendAreaForClaim_' + dataIncrement;
@@ -849,7 +853,7 @@ if (isset($selected_lead_type)) {
                 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 == ""){
+                    if(!isExistingClient){
                         $('#exixting_client').prop('checked', false);
                         $('#exixting_client').prop('disabled', true);
 
@@ -1117,7 +1121,12 @@ if (isset($selected_lead_type)) {
 
                 leadTypeBsedHideAndShow(lead_type);
 
-                if(data.client_id == 0 || data.client_id == null){
+                const isExistingClient = data.client_id !== undefined
+                    && data.client_id !== null
+                    && String(data.client_id) !== ''
+                    && String(data.client_id) !== '0';
+
+                if(!isExistingClient){
                     temp_client_id = 0;
                 }else{
                     temp_client_id = data.client_id
@@ -1125,7 +1134,7 @@ if (isset($selected_lead_type)) {
 
                 if(lead_type == 1 || lead_type == 3){
 
-                    if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
+                    if(!isExistingClient){
                         $('#exixting_client').prop('checked', false);
                         $('#exixting_client').prop('disabled', true);
 
diff --git a/app/Views/leads_non_eb.php b/app/Views/leads_non_eb.php
index a0d9946e..0bd1f5ab 100644
--- a/app/Views/leads_non_eb.php
+++ b/app/Views/leads_non_eb.php
@@ -561,6 +561,22 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         addFileField(1);
     })
 
+    function togglePolicyDateFields(value, fallbackPolicyTypeId = null) {
+        const policyTypesToHide = ['1', '2', '3', '4', '5', '6', '7'];
+        const selectedPolicyTypeId = $('#policy_type_id').val();
+        const policyTypeId = String(selectedPolicyTypeId || fallbackPolicyTypeId || '');
+        const shouldHide = value == 1 && policyTypesToHide.includes(policyTypeId);
+        const $policyDateFields = $('#policy_start_date, #policy_end_date').closest('.form-group');
+
+        $policyDateFields.toggle(!shouldHide);
+
+        if (shouldHide) {
+            $policyDateFields.find('input').prop('required', false).val('');
+        } else if (value == 1 || value == 3) {
+            $policyDateFields.find('input').prop('required', true);
+        }
+    }
+
     function getPolicyTypeFields(input) {
 
         console.log('getPolicyTypeFields', input);