From 8b60f04379651231c8085b7ade0133a8baab7c66 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Tue, 12 May 2026 15:42:43 +0530
Subject: [PATCH 1/7] FIX_EXISTING_CLIENT_TOGGLE_HIDE_FOR_RENEWAL

---
 app/Views/leads_form.php | 7 ++++++-
 1 file changed, 6 insertions(+), 1 deletion(-)

diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index ddd850a6..e2242c4f 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -219,7 +219,7 @@
                             <div class="card-body">
                                 <div class="d-flex justify-content-between align-items-center mb-3">
                                     <h4 class="card-title mb-0">Client Information</h4>
-                                    <div class="form-group freshFields mb-0 d-flex align-items-center">
+                                    <div class="form-group freshFields existing-client-toggle mb-0 d-flex align-items-center">
                                         <label for="exixting_client" class="mb-0 mr-2">Existing Client</label>
                                         <label class="switch mb-0">
                                             <input id="exixting_client" type="checkbox" name="exixting_client">
@@ -2357,6 +2357,11 @@
     function leadTypeBsedHideAndShow(value, resetValues = false, fallbackPolicyTypeId = null) {
 
         togglePolicyDateFields(value, fallbackPolicyTypeId);
+        if (value == 2) {
+            $('.existing-client-toggle').removeClass('d-flex').addClass('d-none');
+        } else {
+            $('.existing-client-toggle').removeClass('d-none').addClass('d-flex');
+        }
 
         if (value == 1) {
             $('.btnDiv').show();

From 8261aea835cf62cc467fe7af377caa66fbfc29d8 Mon Sep 17 00:00:00 2001
From: "sanjeev.p" <sanjeev.p@venbainfotech.com>
Date: Tue, 12 May 2026 16:03:47 +0530
Subject: [PATCH 2/7] FIX_Sales Tracker Fixes

---
 app/Config/Routes.php                         |   6 +
 app/Controllers/LeadsController.php           |  15 +-
 app/Controllers/SalesController.php           | 304 +++++++++++++++++-
 app/Views/leads_form.php                      |  36 ++-
 app/Views/leads_non_eb.php                    |  33 +-
 app/Views/sales/activity_view.php             | 100 ++++--
 .../sales/branch_level_dashboard_view.php     |  15 +-
 app/Views/sales/tracker_view.php              | 191 ++++++++---
 8 files changed, 617 insertions(+), 83 deletions(-)

diff --git a/app/Config/Routes.php b/app/Config/Routes.php
index 081b44cd..908dfe62 100755
--- a/app/Config/Routes.php
+++ b/app/Config/Routes.php
@@ -1010,6 +1010,9 @@ $routes->group('sales', function($routes) {
     
     // Get all leads with filters
     $routes->get('leads', 'SalesController::getLeads');
+
+    // Export leads by created date range
+    $routes->get('leads/export', 'SalesController::exportLeads');
     
     // Get lead statistics
     $routes->get('leads/stats', 'SalesController::getLeadStats');
@@ -1056,6 +1059,9 @@ $routes->group('sales', function($routes) {
     
     // Get all activities with filters
     $routes->get('activities', 'SalesController::getActivities');
+
+    // Export activities by created date range
+    $routes->get('activities/export', 'SalesController::exportActivities');
     
     // Get upcoming activities
     $routes->get('activities/upcoming', 'SalesController::getUpcomingActivities');
diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index ce2dc8f0..d4750154 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -680,7 +680,7 @@ class LeadsController extends BaseController
             $data['client_code'] = generate_client_code('IC');
         }
 
-        if (isset($data['lead_form_type'])) {
+        if ((int) ($data['lead_form_type'] ?? 1) === 2) {
             $data = $this->prepareSingleLeadData($data);
         } else {
             $data = $this->prepareMultipleLeadData($data);
@@ -4774,7 +4774,18 @@ class LeadsController extends BaseController
 
             // 🔹 Client Details (Single Row)
             $data['actual_lead_client_details'] = $this->leadModel
-                ->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')
+                ->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,
+                    COALESCE(NULLIF(sales_actual_leads.gst_number, ''), clients.gst) AS gst_number,
+                    sales_actual_leads.status,
+                    sales_actual_leads.assigned_to
+                ", false)
                 ->join('clients', 'clients.id = sales_actual_leads.client_id', 'left')
                 ->where('sales_actual_leads.lead_id', $actual_lead_id)
                 ->first();   // first row only
diff --git a/app/Controllers/SalesController.php b/app/Controllers/SalesController.php
index 195ace88..659299cd 100644
--- a/app/Controllers/SalesController.php
+++ b/app/Controllers/SalesController.php
@@ -371,6 +371,102 @@ class SalesController extends BaseController
         }
     }
 
+    /**
+     * Export leads filtered by created_at date range.
+     * GET /sales/leads/export?from_date=YYYY-MM-DD&to_date=YYYY-MM-DD
+     */
+    public function exportLeads()
+    {
+        try {
+            $range = $this->getExportDateRange();
+        } catch (\InvalidArgumentException $e) {
+            return $this->failValidationErrors($e->getMessage());
+        }
+
+        try {
+            $db = \Config\Database::connect();
+            $builder = $db->table('sales_actual_leads sal')
+                ->select('
+                    sal.company_name,
+                    c.short_name,
+                    sal.address,
+                    sal.website,
+                    sal.gst_number,
+                    sal.email,
+                    sal.phone,
+                    sal.status,
+                    sal.created_at,
+                    up.first_name as assigned_to_name,
+                    COUNT(DISTINCT sa.activity_id) as total_activity
+                ')
+                ->join('clients c', 'c.id = sal.client_id', 'left')
+                ->join('user_profiles up', 'up.id = sal.assigned_to', 'left')
+                ->join('sales_activities sa', 'sa.lead_id = sal.lead_id', 'left')
+                ->where("sal.created_at BETWEEN {$db->escape($range['from'])} AND {$db->escape($range['to'])}", null, false);
+
+            $status = $this->request->getGet('status');
+            if (!empty($status)) {
+                $builder->where('sal.status', $status);
+            }
+
+            $assignedToIds = $this->getExportAssignedToIds();
+            if (!empty($assignedToIds)) {
+                $builder->whereIn('sal.assigned_to', $assignedToIds);
+            }
+
+            $search = $this->request->getGet('search');
+            if (!empty($search)) {
+                $builder->groupStart()
+                    ->like('sal.company_name', $search)
+                    ->orLike('c.short_name', $search)
+                    ->orLike('sal.address', $search)
+                    ->orLike('sal.website', $search)
+                    ->orLike('sal.gst_number', $search)
+                    ->orLike('sal.email', $search)
+                    ->orLike('sal.phone', $search)
+                    ->orLike('up.first_name', $search)
+                    ->groupEnd();
+            }
+
+            $leads = $builder
+                ->groupBy('sal.lead_id, sal.company_name, c.short_name, sal.address, sal.website, sal.gst_number, sal.email, sal.phone, sal.status, sal.created_at, up.first_name')
+                ->orderBy('sal.created_at', 'DESC')
+                ->get()
+                ->getResultArray();
+
+            if (empty($leads)) {
+                return $this->exportNotFoundResponse("Leads Not Found {$range['display']}");
+            }
+
+            $rows = [];
+            $serialNo = 1;
+            foreach ($leads as $lead) {
+                $rows[] = [
+                    $serialNo++,
+                    $lead['company_name'] ?? '',
+                    $lead['short_name'] ?? '',
+                    $lead['address'] ?? '',
+                    $lead['website'] ?? '',
+                    $lead['gst_number'] ?? '',
+                    $lead['email'] ?? '',
+                    $lead['phone'] ?? '',
+                    $lead['status'] ?? '',
+                    $lead['assigned_to_name'] ?? '',
+                    $lead['total_activity'] ?? 0,
+                    $this->formatExportDate($lead['created_at'] ?? ''),
+                ];
+            }
+
+            return $this->streamCsvDownload(
+                "sales-leads-{$range['from_label']}-to-{$range['to_label']}.csv",
+                ['S.No', 'Company', 'Company Short Name', 'Address', 'Website', 'GST', 'Email', 'Phone', 'Status', 'Assigned To', 'Total Activity', 'Created At'],
+                $rows
+            );
+        } catch (\Exception $e) {
+            return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
+        }
+    }
+
     /**
      * Get single lead with complete details
      * GET /api/sales/leads/{id}
@@ -757,6 +853,104 @@ class SalesController extends BaseController
         }
     }
 
+    /**
+     * Export activities filtered by created_at date range.
+     * GET /sales/activities/export?from_date=YYYY-MM-DD&to_date=YYYY-MM-DD
+     */
+    public function exportActivities()
+    {
+        try {
+            $range = $this->getExportDateRange();
+        } catch (\InvalidArgumentException $e) {
+            return $this->failValidationErrors($e->getMessage());
+        }
+
+        try {
+            $db = \Config\Database::connect();
+            $builder = $db->table('sales_activities sa')
+                ->select("
+                    sa.activity_type,
+                    sa.status,
+                    sa.scheduled_date,
+                    sa.created_at,
+                    sa.notes,
+                    sa.completion_notes,
+                    sal.company_name,
+                    c.short_name,
+                    up1.first_name as assigned_to_name,
+                    GROUP_CONCAT(DISTINCT up2.first_name SEPARATOR ', ') as additional_assigned_names
+                ")
+                ->join('sales_actual_leads sal', 'sal.lead_id = sa.lead_id', 'left')
+                ->join('clients c', 'c.id = sal.client_id', 'left')
+                ->join('user_profiles up1', 'up1.id = sa.assigned_to', 'left')
+                ->join('user_profiles up2', "
+                    sa.additional_assigned_ids IS NOT NULL
+                    AND sa.additional_assigned_ids != ''
+                    AND sa.additional_assigned_ids != '[]'
+                    AND JSON_VALID(sa.additional_assigned_ids)
+                    AND JSON_CONTAINS(sa.additional_assigned_ids, JSON_QUOTE(CAST(up2.id AS CHAR)))
+                ", 'left')
+                ->where("sa.created_at BETWEEN {$db->escape($range['from'])} AND {$db->escape($range['to'])}", null, false);
+
+            $status = $this->request->getGet('status');
+            if (!empty($status)) {
+                $builder->where('sa.status', $status);
+            }
+
+            $assignedToIds = $this->getExportAssignedToIds();
+            if (!empty($assignedToIds)) {
+                $builder->whereIn('sa.assigned_to', $assignedToIds);
+            }
+
+            $search = $this->request->getGet('search');
+            if (!empty($search)) {
+                $builder->groupStart()
+                    ->like('sal.company_name', $search)
+                    ->orLike('c.short_name', $search)
+                    ->orLike('sa.status', $search)
+                    ->orLike('sa.activity_type', $search)
+                    ->orLike('up1.first_name', $search)
+                    ->orLike('up2.first_name', $search)
+                    ->groupEnd();
+            }
+
+            $activities = $builder
+                ->groupBy('sa.activity_id')
+                ->orderBy('sa.created_at', 'DESC')
+                ->get()
+                ->getResultArray();
+
+            if (empty($activities)) {
+                return $this->exportNotFoundResponse("Activities not Found {$range['display']}");
+            }
+
+            $rows = [];
+            $serialNo = 1;
+            foreach ($activities as $activity) {
+                $rows[] = [
+                    $serialNo++,
+                    $activity['company_name'] ?? '',
+                    $activity['short_name'] ?? '',
+                    $activity['activity_type'] ?? '',
+                    ucfirst((string) ($activity['status'] ?? '')),
+                    $activity['assigned_to_name'] ?? '',
+                    $activity['additional_assigned_names'] ?? '',
+                    $this->formatExportDate($activity['scheduled_date'] ?? ''),
+                    $this->formatExportDate($activity['created_at'] ?? ''),
+                    $activity['notes'] ?: ($activity['completion_notes'] ?? ''),
+                ];
+            }
+
+            return $this->streamCsvDownload(
+                "sales-activities-{$range['from_label']}-to-{$range['to_label']}.csv",
+                ['S.No', 'Company', 'Company Short Name', 'Activity Type', 'Status', 'Assigned To', 'Additional Members', 'Scheduled Date', 'Created At', 'Notes'],
+                $rows
+            );
+        } catch (\Exception $e) {
+            return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
+        }
+    }
+
     /**
      * Get activities for a specific lead
      * GET /api/sales/leads/{leadId}/activities
@@ -1251,6 +1445,104 @@ class SalesController extends BaseController
         return $filters;
     }
 
+    private function getExportDateRange(): array
+    {
+        $fromDate = trim((string) $this->request->getGet('from_date'));
+        $toDate = trim((string) $this->request->getGet('to_date'));
+
+        if ($fromDate === '' || $toDate === '') {
+            throw new \InvalidArgumentException('Please select from date and to date.');
+        }
+
+        $from = $this->normalizeExportDate($fromDate, '00:00:00');
+        $to = $this->normalizeExportDate($toDate, '23:59:59');
+
+        if ($from === null || $to === null) {
+            throw new \InvalidArgumentException('Invalid date range. Use YYYY-MM-DD format.');
+        }
+
+        if (strtotime($from) > strtotime($to)) {
+            throw new \InvalidArgumentException('From date cannot be after to date.');
+        }
+
+        return [
+            'from' => $from,
+            'to' => $to,
+            'from_label' => date('Y-m-d', strtotime($from)),
+            'to_label' => date('Y-m-d', strtotime($to)),
+            'display' => date('d-m-Y', strtotime($from)) . ' to ' . date('d-m-Y', strtotime($to)),
+        ];
+    }
+
+    private function normalizeExportDate(string $date, string $time): ?string
+    {
+        $dateTime = \DateTime::createFromFormat('Y-m-d H:i:s', $date . ' ' . $time);
+
+        if (!$dateTime || $dateTime->format('Y-m-d') !== $date) {
+            return null;
+        }
+
+        return $dateTime->format('Y-m-d H:i:s');
+    }
+
+    private function getExportAssignedToIds(): array
+    {
+        $assignedTo = (string) $this->request->getGet('assigned_to');
+
+        if ($assignedTo === '') {
+            return [];
+        }
+
+        return array_values(array_filter(array_map('trim', explode(',', $assignedTo)), static function ($id) {
+            return ctype_digit($id);
+        }));
+    }
+
+    private function streamCsvDownload(string $filename, array $headers, array $rows)
+    {
+        $handle = fopen('php://temp', 'r+');
+        fwrite($handle, "\xEF\xBB\xBF");
+        fputcsv($handle, $headers);
+
+        foreach ($rows as $row) {
+            fputcsv($handle, $row);
+        }
+
+        rewind($handle);
+        $csv = stream_get_contents($handle);
+        fclose($handle);
+
+        return $this->response
+            ->setHeader('Content-Type', 'text/csv; charset=UTF-8')
+            ->setHeader('Content-Disposition', 'attachment; filename="' . $filename . '"')
+            ->setHeader('Cache-Control', 'no-store, no-cache, must-revalidate')
+            ->setBody($csv);
+    }
+
+    private function exportNotFoundResponse(string $message)
+    {
+        return $this->response
+            ->setStatusCode(ResponseInterface::HTTP_NOT_FOUND)
+            ->setJSON([
+                'status' => 'error',
+                'message' => $message,
+            ]);
+    }
+
+    private function formatExportDate(?string $value): string
+    {
+        if (empty($value)) {
+            return '';
+        }
+
+        $timestamp = strtotime($value);
+        if ($timestamp === false) {
+            return $value;
+        }
+
+        return date('d/m/Y h:i A', $timestamp);
+    }
+
 
     // ==================== Dashboard ====================
 
@@ -1707,15 +1999,23 @@ private function buildOppAchievement($db, array $sales_manager_ids, $branchId, s
 
         // ── Won Leads for this user in FY (Table 2 in modal) ──
         // leads.actual_lead_id maps to sales_actual_leads.id
-        // leads.type: 1 = EB, else = Non-EB
+        // leads.lead_form_type: 1 = EB, else = Non-EB
+        // leads.lead_type: 1 = Fresh, 2 = Renewal, 3 = Roll Over
         $wonLeads = $db->query("
             SELECT
                 l.id AS opportunities_id,
                 l.actual_lead_id,
+                COALESCE(l.lead_form_type, 1) AS lead_form_type_id,
                 l.lead_type AS lead_type_id,
                 sal.company_name    AS company,
                 l.client_name       AS client_name,
-                CASE WHEN l.lead_type = 1 THEN 'EB' ELSE 'Non-EB' END AS lead_type,
+                CASE WHEN COALESCE(l.lead_form_type, 1) = 1 THEN 'EB' ELSE 'Non-EB' END AS lead_form_type,
+                CASE
+                    WHEN l.lead_type = 1 THEN 'Fresh'
+                    WHEN l.lead_type = 2 THEN 'Renewal'
+                    WHEN l.lead_type = 3 THEN 'Roll Over'
+                    ELSE ''
+                END AS lead_type,
                 l.created_at        AS created_at,
                 l.status
             FROM leads l
diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index 939d4b57..0aafa1ec 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -166,6 +166,7 @@
                         enctype="multipart/form-data">
 
                         <input type="hidden" name="id" id="leads_primarykey">
+                        <input type="hidden" name="lead_form_type" id="lead_form_type_id" value="<?= isset($selected_lead_type) ? $selected_lead_type : 1 ?>">
                         <input type="hidden" name="actual_lead_id" id="actual_lead_id" value="<?= isset($actual_lead_id) ? $actual_lead_id : 0 ?>">
                         
 
@@ -480,8 +481,24 @@
 <script>
     var actualLeadClientName = '';
     var actualLeadShortName = '';
+    var actualLeadGstNumber = '';
+    var actualLeadContactDetails = null;
     let claimIndex = 1;
 
+    function restoreActualLeadGstNumber() {
+        if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0 && actualLeadGstNumber) {
+            $('#gst').val(actualLeadGstNumber);
+        }
+    }
+
+    function restoreActualLeadContactDetails() {
+        if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0 && actualLeadContactDetails) {
+            $('#contact_person_name').val(actualLeadContactDetails.name || '');
+            $('#contact_person_mobile').val(actualLeadContactDetails.mobile || '');
+            $('#contact_person_email').val(actualLeadContactDetails.email || '');
+        }
+    }
+
     setTimeout(() => {
         var policyStart = $(".policy_start_date");
         var policyEnd = $(".policy_end_date");
@@ -1938,6 +1955,8 @@
         // --- Re-populate Actual Lead data if it was cleared ---
         if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
             $('#client_name').val(actualLeadClientName);
+            restoreActualLeadGstNumber();
+            restoreActualLeadContactDetails();
             // Re-generate short name from the stored client name to ensure consistency
             if (actualLeadClientName.trim() !== '') {
                 let baseName = actualLeadClientName
@@ -2284,6 +2303,8 @@
         });
 
         toggleRequiredFields();
+        restoreActualLeadGstNumber();
+        restoreActualLeadContactDetails();
     }
 
 
@@ -2448,6 +2469,8 @@
         }
 
         toggleRequiredFields();
+        restoreActualLeadGstNumber();
+        restoreActualLeadContactDetails();
     }
 
     function toggleRequiredFields() {
@@ -2561,6 +2584,8 @@
             $("#client_name").prop("required", true);
             $('#client_name').closest('.form-group').show();
         }
+        restoreActualLeadGstNumber();
+        restoreActualLeadContactDetails();
     });
 
 
@@ -2576,7 +2601,8 @@
             actualLeadClientName = actual_lead_client_details.company_name || '';
             $('#client_name').val(actualLeadClientName);
 
-            $('#gst').val(actual_lead_client_details.gst_number || '');
+            actualLeadGstNumber = actual_lead_client_details.gst_number || actual_lead_client_details.gst || '';
+            $('#gst').val(actualLeadGstNumber);
             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));
             }
@@ -2627,12 +2653,8 @@
         // CONTACT PERSON AUTO FILL
         // -------------------------------
         if (actual_lead_contact_person_details) {
-
-            $('#contact_person_name').val(actual_lead_contact_person_details.name || '');
-
-            $('#contact_person_mobile').val(actual_lead_contact_person_details.mobile || '');
-
-            $('#contact_person_email').val(actual_lead_contact_person_details.email || '');
+            actualLeadContactDetails = actual_lead_contact_person_details;
+            restoreActualLeadContactDetails();
         }
         
 
diff --git a/app/Views/leads_non_eb.php b/app/Views/leads_non_eb.php
index a0d9946e..8e1b1aea 100644
--- a/app/Views/leads_non_eb.php
+++ b/app/Views/leads_non_eb.php
@@ -493,6 +493,22 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 <script>
     var actualLeadClientName = '';
     var actualLeadShortName = '';
+    var actualLeadGstNumber = '';
+    var actualLeadContactDetails = null;
+
+    function restoreActualLeadGstNumber() {
+        if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0 && actualLeadGstNumber) {
+            $('#gst').val(actualLeadGstNumber);
+        }
+    }
+
+    function restoreActualLeadContactDetails() {
+        if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0 && actualLeadContactDetails) {
+            $('#contact_person_name').val(actualLeadContactDetails.name || '');
+            $('#contact_person_mobile').val(actualLeadContactDetails.mobile || '');
+            $('#contact_person_email').val(actualLeadContactDetails.email || '');
+        }
+    }
 
     $(document).ready(function() {
         $('#rfq_qcr_viewers').parsley({
@@ -855,6 +871,8 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         // --- Re-populate Actual Lead data if it was cleared ---
         if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
             $('#client_name').val(actualLeadClientName);
+            restoreActualLeadGstNumber();
+            restoreActualLeadContactDetails();
             if (actualLeadShortName.trim() !== '') {
                 $('#client_short_name').val(actualLeadShortName);
             } else if (actualLeadClientName.trim() !== '') {
@@ -955,6 +973,8 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
             }
 
         }
+        restoreActualLeadGstNumber();
+        restoreActualLeadContactDetails();
     }
     var allContacts = "";
     function getBranchData(input,inputType) {
@@ -1348,6 +1368,8 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
             $("#client_id").prop("required", false);
             $("#client_branch_id").prop("required", false);
         }
+        restoreActualLeadGstNumber();
+        restoreActualLeadContactDetails();
     });
 
     $(document).ready(function() {
@@ -1362,7 +1384,8 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
             actualLeadClientName = actual_lead_client_details.company_name || '';
             $('#client_name').val(actualLeadClientName);
 
-            $('#gst').val(actual_lead_client_details.gst_number || '');
+            actualLeadGstNumber = actual_lead_client_details.gst_number || actual_lead_client_details.gst || '';
+            $('#gst').val(actualLeadGstNumber);
             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));
             }
@@ -1411,12 +1434,8 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         // CONTACT PERSON AUTO FILL
         // -------------------------------
         if (actual_lead_contact_person_details) {
-
-            $('#contact_person_name').val(actual_lead_contact_person_details.name || '');
-
-            $('#contact_person_mobile').val(actual_lead_contact_person_details.mobile || '');
-
-            $('#contact_person_email').val(actual_lead_contact_person_details.email || '');
+            actualLeadContactDetails = actual_lead_contact_person_details;
+            restoreActualLeadContactDetails();
         }
         
 
diff --git a/app/Views/sales/activity_view.php b/app/Views/sales/activity_view.php
index 3df4d15c..924beb9d 100644
--- a/app/Views/sales/activity_view.php
+++ b/app/Views/sales/activity_view.php
@@ -224,7 +224,7 @@
                         <option value="<?= esc($year) ?>" <?= (($current_fin_year ?? '') === $year) ? 'selected' : '' ?>><?= esc($year) ?></option>
                     <?php endforeach; ?>
                 </select>
-                <button class="toolbar-icon-btn export-btn" onclick="exportActivitiesCsv()" title="Export" aria-label="Export activities">
+                <button class="toolbar-icon-btn export-btn" id="activityExportExcelBtn" title="Export Excel" aria-label="Export activities">
                     <i class="mdi mdi-file-excel"></i>
                 </button>
                 <button class="toolbar-icon-btn add-btn" onclick="openMainActivityModal()" title="Add Activity" aria-label="Add activity">
@@ -1426,37 +1426,95 @@ function downloadCsv(filename, rows) {
     URL.revokeObjectURL(link.href);
 }
 
-async function exportActivitiesCsv() {
+function getExportFilename(response, fallbackFilename) {
+    const disposition = response.headers.get('content-disposition') || '';
+    const match = disposition.match(/filename="?([^"]+)"?/i);
+    return match ? match[1] : fallbackFilename;
+}
+
+async function downloadExportFile(url, fallbackFilename) {
+    const response = await fetch(url);
+    const contentType = response.headers.get('content-type') || '';
+
+    if (!response.ok || contentType.includes('application/json')) {
+        let message = 'Export failed. Please try again.';
+        try {
+            const json = await response.json();
+            message = json.message || json.messages?.error || message;
+        } catch (err) {
+            // Keep the generic message when the response cannot be parsed.
+        }
+
+        return response.status === 404 ? toastr.warning(message) : toastr.error(message);
+    }
+
+    const blob = await response.blob();
+    const link = document.createElement('a');
+    link.href = URL.createObjectURL(blob);
+    link.download = getExportFilename(response, fallbackFilename);
+    link.click();
+    URL.revokeObjectURL(link.href);
+}
+
+function initActivityExportDateRangePicker() {
+    const $button = $('#activityExportExcelBtn');
+    if (!$button.length) return;
+
+    if (typeof moment === 'undefined' || typeof $.fn.daterangepicker === 'undefined') {
+        $button.on('click', () => toastr.error('Date range picker is not available'));
+        return;
+    }
+
+    $button.daterangepicker({
+        autoUpdateInput: false,
+        startDate: moment().startOf('month'),
+        endDate: moment(),
+        maxDate: moment(),
+        opens: 'left',
+        drops: 'down',
+        locale: {
+            format: 'DD-MM-YYYY',
+            applyLabel: 'Generate Excel',
+            cancelLabel: 'Cancel'
+        },
+        ranges: {
+            'Today': [moment(), moment()],
+            'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+            'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+            'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+            'This Month': [moment().startOf('month'), moment()],
+            'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
+        }
+    });
+
+    $button.on('apply.daterangepicker', function (ev, picker) {
+        exportActivitiesCsv(
+            picker.startDate.format('YYYY-MM-DD'),
+            picker.endDate.format('YYYY-MM-DD')
+        );
+    });
+}
+
+async function exportActivitiesCsv(fromDate, toDate) {
     const selectedMemberIds = getSelectedMemberIds(salesManagerWithHeadIds);
     if (selectedMemberIds.length === 0) return toastr.warning('No members available to export');
+    if (!fromDate || !toDate) return toastr.warning('Please select a date range');
 
     const params = new URLSearchParams({
         status: filter === 'all' ? '' : filter,
         search: document.getElementById('mainSearch')?.value || '',
-        limit: 10000,
-        offset: 0,
         assigned_to: selectedMemberIds.join(','),
-        financial_year: getSelectedFinancialYear()
+        from_date: fromDate,
+        to_date: toDate
     });
 
-    const res = await fetch(`${API}/activities?${params.toString()}`);
-    const json = await res.json();
-    const rows = [
-        ['Company', 'Activity Type', 'Status', 'Assigned To', 'Additional Members', 'Scheduled Date', 'Created At', 'Notes'],
-        ...(json.data || []).map(a => [
-            a.company_name || '',
-            a.activity_type || '',
-            capitalize(a.status),
-            a.assigned_to_name || '',
-            a.additional_assigned_names || '',
-            formatIndianDate(a.scheduled_date),
-            formatIndianDate(a.created_at),
-            a.notes || a.completion_notes || ''
-        ])
-    ];
-    downloadCsv(`sales-activities-${getSelectedFinancialYear()}.csv`, rows);
+    await downloadExportFile(
+        `${API}/activities/export?${params.toString()}`,
+        `sales-activities-${fromDate}-to-${toDate}.csv`
+    );
 }
 
+window.addEventListener('load', initActivityExportDateRangePicker);
 initSalesToolbarFilters();
 fetchActivities();
 
diff --git a/app/Views/sales/branch_level_dashboard_view.php b/app/Views/sales/branch_level_dashboard_view.php
index e73902a5..eba15043 100644
--- a/app/Views/sales/branch_level_dashboard_view.php
+++ b/app/Views/sales/branch_level_dashboard_view.php
@@ -942,20 +942,27 @@ function openModal(id) {
         /* ── Won Leads Table (Table 2) ── */
         const wonLeads = opp.won_leads || [];
         const wonRows  = wonLeads.map(function(l) {
-            const typeBadgeClass = l.lead_type === 'EB'
+            // const opportunityType = [
+            //     l.lead_form_type || '',
+            //     l.lead_type || ''
+            // ].filter(Boolean).join('/').toUpperCase();
+            const opportunityType = [
+                l.lead_form_type || '',
+            ].filter(Boolean).join('').toUpperCase();
+            const typeBadgeClass = l.lead_form_type === 'EB'
                 ? 'style="background:#eff6ff;color:#2563eb;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"'
                 : 'style="background:#f0fdf4;color:#16a34a;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"';
-            const canRedirect = l.lead_type_id && l.actual_lead_id && l.opportunities_id;
+            const canRedirect = l.lead_form_type_id && l.actual_lead_id && l.opportunities_id;
             const rowAttrs = canRedirect
                 ? ' class="won-opportunity-row" title="Open opportunity" onclick=\'redirectToOpportunity('
-                    + JSON.stringify(String(l.lead_type_id)) + ','
+                    + JSON.stringify(String(l.lead_form_type_id)) + ','
                     + JSON.stringify(String(l.actual_lead_id)) + ','
                     + JSON.stringify(String(l.opportunities_id)) + ')\''
                 : '';
 
             return '<tr' + rowAttrs + '>'
                 + '<td style="font-weight:700;color:#0f172a;">' + (l.company || '—') + '</td>'
-                + '<td><span ' + typeBadgeClass + '>' + (l.lead_type || '—') + '</span></td>'
+                + '<td><span ' + typeBadgeClass + '>' + (opportunityType || '—') + '</span></td>'
                 + '<td style="font-size:12px;color:#64748b;">' + fmtCreatedAt(l.created_at) + '</td>'
                 + '</tr>';
         }).join('');
diff --git a/app/Views/sales/tracker_view.php b/app/Views/sales/tracker_view.php
index cd35c28c..52025e51 100644
--- a/app/Views/sales/tracker_view.php
+++ b/app/Views/sales/tracker_view.php
@@ -200,7 +200,7 @@
                         <option value="<?= esc($year) ?>" <?= (($current_fin_year ?? '') === $year) ? 'selected' : '' ?>><?= esc($year) ?></option>
                     <?php endforeach; ?>
                 </select>
-                <button class="toolbar-icon-btn export-btn" onclick="exportLeadsCsv()" title="Export" aria-label="Export leads">
+                <button class="toolbar-icon-btn export-btn" id="leadExportExcelBtn" title="Export Excel" aria-label="Export leads">
                     <i class="mdi mdi-file-excel"></i>
                 </button>
                 <button class="toolbar-icon-btn add-btn" onclick="openModal('addLeadModal')" title="Add Lead" aria-label="Add lead">
@@ -672,31 +672,64 @@
                                     /* Reset Bootstrap's default position: absolute if present */
                                     position: static; 
                                 }
+                                .contact-person-entry-row .form-control-sm {
+                                    width: 100% !important;
+                                    height: 31px;
+                                }
+                                .contact-person-entry-row {
+                                    align-items: flex-start !important;
+                                }
+                                .contact-person-entry-row .contact-field-col {
+                                    flex: 0 0 25%;
+                                    max-width: 25%;
+                                }
+                                .contact-person-entry-row .form-label {
+                                    min-height: 18px;
+                                    margin-bottom: 4px;
+                                }
+                                @media (max-width: 767.98px) {
+                                    .contact-person-entry-row .contact-field-col {
+                                        flex: 0 0 100%;
+                                        max-width: 100%;
+                                    }
+                                }
+                                .contact-action-buttons {
+                                    display: flex;
+                                    align-items: center;
+                                    gap: 6px;
+                                    height: 31px;
+                                }
+                                .contact-action-buttons .btn {
+                                    width: 36px;
+                                    min-width: 36px;
+                                    padding-left: 0;
+                                    padding-right: 0;
+                                }
                                     
                                 </style>
 
                                 <div class="col-12 ml-1">
                                     <label class="form-label fw-bold small ml-1">Contact Persons</label>
                                     <input type="hidden" id="editing_contact_id" value=""> 
-                                    <div class="row g-0-5 align-items-end ml-1"> 
-                                        <div class="col-md-3 col-12 mb-2 mb-md-0">
+                                    <div class="row g-0-5 align-items-end ml-1 contact-person-entry-row"> 
+                                        <div class="col-md-3 col-12 mb-2 mb-md-0 contact-field-col">
                                             <label class="form-label">Person Name <span class="text-danger">*</span></label>
                                             <input type="text" class="form-control form-control-sm" id="contact_name" placeholder="Person Name" oninput="this.value = this.value.replace(/[^A-Za-z\s]/g, ''); validateContactField('name')">
                                             <small id="contact_name_error" class="text-danger d-block mt-1 field-error"></small>
                                         </div>
 
-                                        <div class="col-md-3 col-6">
+                                        <div class="col-md-3 col-6 mb-2 mb-md-0 contact-field-col">
                                             <label class="form-label">Mobile <span class="text-danger">*</span></label>
                                             <input type="text" class="form-control form-control-sm" id="contact_mobile" placeholder="Mobile" maxlength="10" oninput="this.value = this.value.replace(/[^0-9]/g, '').substring(0, 10); validateContactField('mobile')">
                                             <small id="contact_mobile_error" class="text-danger d-block mt-1 field-error"></small>
                                         </div>
 
-                                        <div class="col-md-3 col-6">
+                                        <div class="col-md-3 col-6 mb-2 mb-md-0 contact-field-col">
                                             <label class="form-label">Designation </label>
                                             <input type="text" class="form-control form-control-sm" id="contact_designation" placeholder="Designation" oninput="this.value = this.value.replace(/[^A-Za-z\s]/g, '')">
                                         </div>
 
-                                        <div class="col-md-1 col-3">
+                                        <div class="col-md-1 col-3 mb-2 mb-md-0">
                                             <label class="form-label"> </label>
                                             <div class="primary-container">
                                                 <label for="contact_is_primary" class="primary-label">Primary</label>
@@ -710,13 +743,13 @@
                                                 ✔ Save
                                             </button>
                                         </div> -->
-                                        <div class="col-md-2 col-6">
+                                        <div class="col-md-2 col-6 mb-2 mb-md-0">
                                             <label class="form-label"> </label>
-                                            <div style="display:flex; gap:2px;">
-                                                <button type="button" id="btnSaveContact" class="btn btn-sm btn-info text-white" style="width:42%" title="Save">
+                                            <div class="contact-action-buttons">
+                                                <button type="button" id="btnSaveContact" class="btn btn-sm btn-info text-white" title="Save">
                                                     ✔ 
                                                 </button>
-                                                <button type="button" id="btnClearContact" class="btn btn-sm btn-danger text-white" style="width:42%" title="Clear">
+                                                <button type="button" id="btnClearContact" class="btn btn-sm btn-danger text-white" title="Clear">
                                                     ✕
                                                 </button>
                                             </div>
@@ -1261,8 +1294,9 @@ async function viewDetail(id) {
 function renderCard(opps) {
     const opp_cont = document.getElementById('opportunitiesContainer');
     
-    opp_cont.innerHTML = opps.length ? opps.map(o => {        
-        let lead_type = o.lead_type == 1 ? 'EB' : 'Non-EB';
+    opp_cont.innerHTML = opps.length ? opps.map(o => {
+        const opportunityFormType = Number(o.lead_form_type || 1);
+        let lead_form_type = opportunityFormType === 1 ? 'EB' : 'Non-EB';
         let status = o.status?.toLowerCase();
         let statusClass = {
             won: 'status-text-won',
@@ -1287,7 +1321,7 @@ function renderCard(opps) {
             <div class="opportunities-list" id="leadOpportunitiesList">
                 <div class="opportunity-card" style="bottom:2px;">
                     <div class="opportunity-header">
-                        <div class="opportunity-title">${lead_type}</div>
+                        <div class="opportunity-title">${lead_form_type}</div>
                     </div>
                     <div class="opportunity-details">
                         <div class="opportunity-detail-item">
@@ -2191,12 +2225,12 @@ function submitToRedirectwithactualLeadIDUrl(){
 
         
         let actual_lead_id = document.getElementById('opp_lead_id').value;
-        let lead_type = $('input[name="lead_form_type"]:checked').val();
+        let lead_form_type = $('input[name="lead_form_type"]:checked').val();
         
         // URL: /type / actual_lead_id 
-        let url = '<?=base_url('/util/getLeadNonEB/')?>' + lead_type + '/' + actual_lead_id ;
+        let url = '<?=base_url('/util/getLeadNonEB/')?>' + lead_form_type + '/' + actual_lead_id ;
 
-        console.log('lead_type ', lead_type);
+        console.log('lead_form_type ', lead_form_type);
         console.log('opp_lead_id ', actual_lead_id);
         console.log('url ', url);
 
@@ -2245,7 +2279,8 @@ document.getElementById('do_follow').addEventListener('change', function () {
 });
 
 
-async function openEditLeadModal(id) {
+async function openEditLeadModal(id, preservedFields = {}) {
+    preservedFields = preservedFields || {};
 
     // 1. Reset UI State
     document.getElementById('hidden_lead_id').value = id;
@@ -2290,9 +2325,12 @@ async function openEditLeadModal(id) {
         form.querySelector('[name="company_name"]').value = lead.company_name || '';
         form.querySelector('[name="email"]').value = lead.email || '';
         form.querySelector('[name="phone"]').value = lead.phone || '';
-        form.querySelector('[name="address"]').value = lead.address || '';
-        form.querySelector('[name="website"]').value = lead.website || '';
-        form.querySelector('[name="gst_number"]').value = lead.gst_number || '';
+        form.querySelector('[name="address"]').value =
+            Object.prototype.hasOwnProperty.call(preservedFields, 'address') ? preservedFields.address : (lead.address || '');
+        form.querySelector('[name="website"]').value =
+            Object.prototype.hasOwnProperty.call(preservedFields, 'website') ? preservedFields.website : (lead.website || '');
+        form.querySelector('[name="gst_number"]').value =
+            Object.prototype.hasOwnProperty.call(preservedFields, 'gst_number') ? preservedFields.gst_number : (lead.gst_number || '');
         // form.querySelector('[name="status"]').value = lead.status || 'New';
         form.querySelector('[name="assigned_to"]').value = lead.assigned_to || '';
         form.querySelector('[name="assigned_to"]').value = lead.assigned_to || '';
@@ -2384,15 +2422,27 @@ document.getElementById('contactPersonsList').onclick = async (e) => {
         if (!confirm('Are you sure you want to remove this contact?')) return;
 
         try {
+            const preservedFields = getEditLeadPreservedFields();
             const res = await fetch(`${API}/contacts/${contactId}`, { method: 'DELETE' });
             if (res.ok) {
                 toastr.success('Removed successfully');
-                openEditLeadModal(document.getElementById('hidden_lead_id').value); // Refresh
+                openEditLeadModal(document.getElementById('hidden_lead_id').value, preservedFields); // Refresh
             }
         } catch (err) { console.error(err); }
     }
 };
 
+function getEditLeadPreservedFields() {
+    const form = document.getElementById('editLeadForm');
+    if (!form) return {};
+
+    return {
+        address: form.querySelector('[name="address"]')?.value || '',
+        website: form.querySelector('[name="website"]')?.value || '',
+        gst_number: form.querySelector('[name="gst_number"]')?.value || ''
+    };
+}
+
 // --- 2. SAVE / UPDATE LOGIC ---
 const btnSaveContact = document.getElementById('btnSaveContact');
 if (btnSaveContact) {
@@ -2417,6 +2467,7 @@ if (btnSaveContact) {
         const method = editingId ? 'PUT' : 'POST';
 
         try {
+            const preservedFields = getEditLeadPreservedFields();
             const res = await fetch(url, {
                 method: method,
                 headers: { 'Content-Type': 'application/json' },
@@ -2430,7 +2481,7 @@ if (btnSaveContact) {
                 resetContactForm();
 
                 // Refresh List
-                openEditLeadModal(leadId); 
+                openEditLeadModal(leadId, preservedFields); 
             } else {
                 const err = await res.json();
                 if (err.messages?.name) setContactFieldError('name', err.messages.name);
@@ -2537,35 +2588,95 @@ function downloadCsv(filename, rows) {
     URL.revokeObjectURL(link.href);
 }
 
-async function exportLeadsCsv() {
+function getExportFilename(response, fallbackFilename) {
+    const disposition = response.headers.get('content-disposition') || '';
+    const match = disposition.match(/filename="?([^"]+)"?/i);
+    return match ? match[1] : fallbackFilename;
+}
+
+async function downloadExportFile(url, fallbackFilename) {
+    const response = await fetch(url);
+    const contentType = response.headers.get('content-type') || '';
+
+    if (!response.ok || contentType.includes('application/json')) {
+        let message = 'Export failed. Please try again.';
+        try {
+            const json = await response.json();
+            message = json.message || json.messages?.error || message;
+        } catch (err) {
+            // Keep the generic message when the response cannot be parsed.
+        }
+
+        return response.status === 404 ? toastr.warning(message) : toastr.error(message);
+    }
+
+    const blob = await response.blob();
+    const link = document.createElement('a');
+    link.href = URL.createObjectURL(blob);
+    link.download = getExportFilename(response, fallbackFilename);
+    link.click();
+    URL.revokeObjectURL(link.href);
+}
+
+function initLeadExportDateRangePicker() {
+    const $button = $('#leadExportExcelBtn');
+    if (!$button.length) return;
+
+    if (typeof moment === 'undefined' || typeof $.fn.daterangepicker === 'undefined') {
+        $button.on('click', () => toastr.error('Date range picker is not available'));
+        return;
+    }
+
+    $button.daterangepicker({
+        autoUpdateInput: false,
+        startDate: moment().startOf('month'),
+        endDate: moment(),
+        maxDate: moment(),
+        opens: 'left',
+        drops: 'down',
+        locale: {
+            format: 'DD-MM-YYYY',
+            applyLabel: 'Generate Excel',
+            cancelLabel: 'Cancel'
+        },
+        ranges: {
+            'Today': [moment(), moment()],
+            'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+            'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+            'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+            'This Month': [moment().startOf('month'), moment()],
+            'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
+        }
+    });
+
+    $button.on('apply.daterangepicker', function (ev, picker) {
+        exportLeadsCsv(
+            picker.startDate.format('YYYY-MM-DD'),
+            picker.endDate.format('YYYY-MM-DD')
+        );
+    });
+}
+
+async function exportLeadsCsv(fromDate, toDate) {
     const selectedMemberIds = getSelectedMemberIds(salesManagerHeadIds);
     if (selectedMemberIds.length === 0) return toastr.warning('No members available to export');
+    if (!fromDate || !toDate) return toastr.warning('Please select a date range');
 
     const params = new URLSearchParams({
         status: filter === 'all' ? '' : filter,
         search: document.getElementById('mainSearch')?.value || '',
-        limit: 10000,
-        offset: 0,
         assigned_to: selectedMemberIds.join(','),
-        financial_year: getSelectedFinancialYear()
+        from_date: fromDate,
+        to_date: toDate
     });
 
-    const res = await fetch(`${API}/leads?${params.toString()}`);
-    const json = await res.json();
-    const rows = [
-        ['Company', 'Email', 'Phone', 'Status', 'Assigned To', 'Created At'],
-        ...(json.data || []).map(l => [
-            l.company_name || '',
-            l.email || '',
-            l.phone || '',
-            capitalizeStatus(l.status),
-            l.assigned_to_name || '',
-            formatIndianDate(l.created_at)
-        ])
-    ];
-    downloadCsv(`sales-leads-${getSelectedFinancialYear()}.csv`, rows);
+    await downloadExportFile(
+        `${API}/leads/export?${params.toString()}`,
+        `sales-leads-${fromDate}-to-${toDate}.csv`
+    );
 }
 
+window.addEventListener('load', initLeadExportDateRangePicker);
 initSalesToolbarFilters();
 fetchLeads().then(() => {
     const leadId = new URLSearchParams(window.location.search).get('lead_id');

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 3/7] 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);

From 1357d2bcdb87d1d503bfc6e6f274291966549f28 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Tue, 12 May 2026 18:27:02 +0530
Subject: [PATCH 4/7] FIX_EMAIL_RESET_ISSUE

---
 app/Views/leads_form.php | 18 ++++++++++++++----
 1 file changed, 14 insertions(+), 4 deletions(-)

diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index fae264c6..62b702f8 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -491,11 +491,17 @@
         }
     }
 
-    function restoreActualLeadContactDetails() {
+    function restoreActualLeadContactDetails(force = false) {
         if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0 && actualLeadContactDetails) {
-            $('#contact_person_name').val(actualLeadContactDetails.name || '');
-            $('#contact_person_mobile').val(actualLeadContactDetails.mobile || '');
-            $('#contact_person_email').val(actualLeadContactDetails.email || '');
+            if (force || !$('#contact_person_name').val()) {
+                $('#contact_person_name').val(actualLeadContactDetails.name || '');
+            }
+            if (force || !$('#contact_person_mobile').val()) {
+                $('#contact_person_mobile').val(actualLeadContactDetails.mobile || '');
+            }
+            if (force || !$('#contact_person_email').val()) {
+                $('#contact_person_email').val(actualLeadContactDetails.email || '');
+            }
         }
     }
 
@@ -2452,6 +2458,10 @@
 
 
             $('.rolloverhide').hide();
+            $('.rolloverhide').find('select, input, textarea').removeAttr('required').prop('required', false);
+            $('#source_policy_id, #source_policy_start_date, #source_policy_end_date')
+                .removeAttr('required')
+                .prop('required', false);
 
 
             if (resetValues) {

From c2c4c18faf1cf48d51d55872486724357a6af07f Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Wed, 13 May 2026 12:35:08 +0530
Subject: [PATCH 5/7] FIX_CLAIM_HISTORY_TOGGLE_NOT_SHOWING_FOR_EDLI_AND_GTLI

---
 app/Controllers/FhplApiController.php | 13 ++++++++++---
 app/Views/leads_form.php              |  2 +-
 app/Views/rfq/gpa.php                 |  2 +-
 3 files changed, 12 insertions(+), 5 deletions(-)

diff --git a/app/Controllers/FhplApiController.php b/app/Controllers/FhplApiController.php
index 2d6cc36c..866f19f6 100644
--- a/app/Controllers/FhplApiController.php
+++ b/app/Controllers/FhplApiController.php
@@ -503,12 +503,19 @@ class FhplApiController extends BaseController
                     log_message('error', "Failed to update file table status.");
                 }
 
-                log_message('error', 'FHPL - TPA ID Pull API FAILED | API failed: Empty menber data for this pull request');
+                log_message('error', 'FHPL - TPA ID Pull API FAILED | API failed: Empty member data for this pull request');
+
+                $file_model = new BatchFileModel();
+                $bfData = [
+                    'error_data' => json_encode(['error_data' => 'API failed: Empty member data for this pull request.']),
+                    'status'     => 'failed-7',
+                ];
+                $file_model->where('id', $requestData['file_id'])->set($bfData)->update();
 
                 if($function_calling_type == "job"){
-                    return ['status' => false, 'message' => 'API call failed', 'data' => 'Empty menber data for this pull request'];
+                    return ['status' => false, 'message' => 'API call failed', 'data' => 'Empty member data for this pull request'];
                 }else{
-                    return $this->respond(['status' => false, 'message' => 'API call failed', 'data' => 'Empty menber data for this pull request']);
+                    return $this->respond(['status' => false, 'message' => 'API call failed', 'data' => 'Empty member data for this pull request']);
                 }
 
             }
diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index 62b702f8..278fec55 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -2197,7 +2197,7 @@
         console.log('policy_type_id', policy_type_id);
 
         let lead_type = $('#lead_type').val();
-        let showClaimHistorySwitch = lead_type == 2 && policy_type_id == 1;
+        let showClaimHistorySwitch = lead_type == 2 && (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7);
 
         console.log('claimIndex from parent', claimIndex);
         let increment = claimIndex;
diff --git a/app/Views/rfq/gpa.php b/app/Views/rfq/gpa.php
index bc5cb726..8d29fd05 100644
--- a/app/Views/rfq/gpa.php
+++ b/app/Views/rfq/gpa.php
@@ -46,7 +46,7 @@
     $isClaimHistoryChecked = (isset($lead_edit_data['claim_history']) && (int) $lead_edit_data['claim_history'] === 1) || !empty($savedClaims);
     $showClaimHistorySwitch = isset($lead_edit_data['lead_type'], $lead_edit_data['policy_type_id'])
         && (int) $lead_edit_data['lead_type'] === 2
-        && (int) $lead_edit_data['policy_type_id'] === 1;
+        && in_array((int) $lead_edit_data['policy_type_id'], [1, 6, 7], true);
     ?>
     <?php if ($showClaimHistorySwitch) { ?>
         <div class="custom-control custom-switch">

From 20329dfa20a9d4a68692dab7a62db8971b270821 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Wed, 13 May 2026 13:00:24 +0530
Subject: [PATCH 6/7] FIX_DOWNLOAD_ISSUE

---
 .../PolicyTransactionController.php           | 21 +++++++++++++++++++
 1 file changed, 21 insertions(+)

diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index 0f15f31d..b0a7cb12 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -5065,6 +5065,27 @@ class PolicyTransactionController extends BaseController
         }
     }
 
+    public function downloadInsurerStatement($id)
+    {
+        $statement = $this->insurerStatements
+            ->where('id', (int) $id)
+            ->where('is_active', 1)
+            ->first();
+
+        if (empty($statement) || empty($statement['file_name'])) {
+            throw \CodeIgniter\Exceptions\PageNotFoundException::forPageNotFound('Statement file not found');
+        }
+
+        $fileName = basename($statement['file_name']);
+        $filePath = WRITEPATH . 'uploads/statements/' . $fileName;
+
+        if (!is_file($filePath)) {
+            throw \CodeIgniter\Exceptions\PageNotFoundException::forPageNotFound('Statement file not found');
+        }
+
+        return $this->response->download($filePath, null)->setFileName($fileName);
+    }
+
     public function getFileErr()
     {
         $file_id = $this->request->getUri()->getSegment(4);

From 0577fe4efd6249177a95b7a9dca01cb5c593801b Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Wed, 13 May 2026 18:15:28 +0530
Subject: [PATCH 7/7] FIX_VIE_CLAIM_ACCESS

---
 app/Config/Acl.php | 1 +
 1 file changed, 1 insertion(+)

diff --git a/app/Config/Acl.php b/app/Config/Acl.php
index 67edbd35..54c64819 100644
--- a/app/Config/Acl.php
+++ b/app/Config/Acl.php
@@ -43,6 +43,7 @@ class Acl
         '#^/expense#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, STAFF_ROLE_ID]],
         '#^/sendDataToTPA#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, ACCOUNT_MANAGER_ROLE_ID, MANAGER_ROLE_ID]],
         '#^/swagger#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, ACCOUNT_MANAGER_ROLE_ID, MANAGER_ROLE_ID]],
+        '#^/viewClaimFile#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, ACCOUNT_MANAGER_ROLE_ID, MANAGER_ROLE_ID, STAFF_ROLE_ID]],