FIX_sAles Tracker Oppunity Changes

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) {
-
+            actualLeadClientName = actual_lead_client_details.company_name || '';
-            $('#client_name').val(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 || '';
+            // existingShortName = actual_lead_client_details.short_name || '';
-            if (existingShortName) {
+            // if (existingShortName) {
-                // ── Short name EXISTS — just populate and validate ────────
+            //     // ── Short name EXISTS — just populate and validate ────────
-                $('#client_short_name').val(existingShortName);
+            //     $('#client_short_name').val(existingShortName);
-                // validateInput($('#client_short_name')[0], 'clients', 'short_name');
+            //     // 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 () {
@@ -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
         // -------------------------------

app/Views/leads_list.php

@@ -835,13 +835,23 @@
     }
 
     function showEmailHistoryModal() {
-        var $modal = $('#EmailModal');
+        const el = document.getElementById('EmailModal');
-        if (typeof jQuery !== 'undefined' && jQuery.fn && typeof jQuery.fn.modal === 'function') {
+        if (!el) return;
-            $modal.modal('show');
+
+        // 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");
+                if (container) container.innerHTML = "";
-                    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>

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) {
-
+            actualLeadClientName = actual_lead_client_details.company_name || '';
-            $('#client_name').val(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 || '';
+            // existingShortName = actual_lead_client_details.short_name || '';
-            if (existingShortName) {
+            // if (existingShortName) {
-                // ── Short name EXISTS — just populate and validate ────────
+            //     // ── Short name EXISTS — just populate and validate ────────
-                $('#client_short_name').val(existingShortName);
+            //     $('#client_short_name').val(existingShortName);
-                // validateInput($('#client_short_name')[0], 'clients', 'short_name');
+            //     // 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
         // -------------------------------