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FIX_LEAD_TO_OPPRTUTITIES_AND_MEDIASSIST_CLAIMS_STATUS_MAPPING

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This commit is contained in:
VENKATESHWARAN 2026-04-18 11:40:35 +05:30
parent ca7dca8575
commit fc10f71680
5 changed files with 30 additions and 19 deletions
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4
app/Controllers/LeadsController.php
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@ -4774,7 +4774,7 @@ class LeadsController extends BaseController
// 🔹 Client Details (Single Row) // 🔹 Client Details (Single Row)
$data['actual_lead_client_details'] = $this->leadModel $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') ->join('clients', 'clients.id = sales_actual_leads.client_id', 'left')
->where('sales_actual_leads.lead_id', $actual_lead_id) ->where('sales_actual_leads.lead_id', $actual_lead_id)
->first(); // first row only ->first(); // first row only
@ -5527,7 +5527,7 @@ class LeadsController extends BaseController
* *
* @param string $recipientType insurer|client|internal * @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 { try {
$leadId = (int) ($lead_data['id'] ?? 0); $leadId = (int) ($lead_data['id'] ?? 0);

6
app/Controllers/MediAssistApiController.php
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@ -596,7 +596,7 @@ class MediAssistApiController extends BaseController
"Confirmation Awaited" => 4, "Confirmation Awaited" => 4,
"Information Awaited Reminder" => 4, "Information Awaited Reminder" => 4,
"Information Awaited Final Reminder" => 4, "Information Awaited Final Reminder" => 4,
"Insurer Concurrence Awaited" => 6, "Insurer Concurrence Awaited" => 7,
"Closed" => 12, "Closed" => 12,
"Physical Documents Awaited" => 9, "Physical Documents Awaited" => 9,
@ -944,7 +944,7 @@ class MediAssistApiController extends BaseController
"Confirmation Awaited" => 4, "Confirmation Awaited" => 4,
"Information Awaited Reminder" => 4, "Information Awaited Reminder" => 4,
"Information Awaited Final Reminder" => 4, "Information Awaited Final Reminder" => 4,
"Insurer Concurrence Awaited" => 6, "Insurer Concurrence Awaited" => 7,
"Closed" => 12, "Closed" => 12,
"Physical Documents Awaited" => 9, "Physical Documents Awaited" => 9,
@ -1191,7 +1191,7 @@ class MediAssistApiController extends BaseController
"Confirmation Awaited" => 4, "Confirmation Awaited" => 4,
"Information Awaited Reminder" => 4, "Information Awaited Reminder" => 4,
"Information Awaited Final Reminder" => 4, "Information Awaited Final Reminder" => 4,
"Insurer Concurrence Awaited" => 6, "Insurer Concurrence Awaited" => 7,
"Closed" => 12, "Closed" => 12,
"Physical Documents Awaited" => 9, "Physical Documents Awaited" => 9,

3
app/Views/leads_form.php
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@ -2516,6 +2516,9 @@
$('#client_name').val(actualLeadClientName); $('#client_name').val(actualLeadClientName);
$('#gst').val(actual_lead_client_details.gst_number || ''); $('#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 || ''; // existingShortName = actual_lead_client_details.short_name || '';
// if (existingShortName) { // if (existingShortName) {

6
app/Views/leads_form_handler.php
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@ -525,10 +525,14 @@ if (isset($selected_lead_type)) {
} }
if(client_type == ""){ if(client_type == ""){
var aid = $('#actual_lead_id').val();
if (!aid || aid === '0') {
toastr.warning('Please select the client type', 'Warning'); toastr.warning('Please select the client type', 'Warning');
$('#client_short_name').val('') $('#client_short_name').val('');
return; return;
} }
// Actual-lead autofill: short name may be set before client type is chosen; do not clear it.
}
let value = $(input).val(); let value = $(input).val();
let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim(); let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim();

26
app/Views/leads_non_eb.php
View File

@ -853,8 +853,10 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
// --- Re-populate Actual Lead data if it was cleared --- // --- Re-populate Actual Lead data if it was cleared ---
if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) { if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
$('#client_name').val(actualLeadClientName); $('#client_name').val(actualLeadClientName);
// Re-generate short name from the stored client name to ensure consistency if (actualLeadShortName.trim() !== '') {
if (actualLeadClientName.trim() !== '') { $('#client_short_name').val(actualLeadShortName);
} else if (actualLeadClientName.trim() !== '') {
// Fallback only when no persisted short name is available.
let baseName = actualLeadClientName let baseName = actualLeadClientName
.trim() .trim()
.substring(0, 10) .substring(0, 10)
@ -1359,15 +1361,16 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
$('#client_name').val(actualLeadClientName); $('#client_name').val(actualLeadClientName);
$('#gst').val(actual_lead_client_details.gst_number || ''); $('#gst').val(actual_lead_client_details.gst_number || '');
// existingShortName = actual_lead_client_details.short_name || ''; if (actual_lead_client_details.client_type !== undefined && actual_lead_client_details.client_type !== null && actual_lead_client_details.client_type !== '') {
// if (existingShortName) { $('#client_type').val(String(actual_lead_client_details.client_type));
// // ── Short name EXISTS — just populate and validate ──────── }
// $('#client_short_name').val(existingShortName); let existingShortName = actual_lead_client_details.short_name || '';
// // validateInput($('#client_short_name')[0], 'clients', 'short_name'); if (existingShortName) {
// Prefer persisted short name while editing.
// } else {} actualLeadShortName = existingShortName;
// Auto-generate short name from company name $('#client_short_name').val(existingShortName);
// Use a small delay to ensure DOM is ready } else {
// Fallback: generate only when short name is unavailable.
setTimeout(function () { setTimeout(function () {
let baseName = actual_lead_client_details.company_name let baseName = actual_lead_client_details.company_name
.trim() .trim()
@ -1378,6 +1381,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
makeUniqueShortName(baseName); makeUniqueShortName(baseName);
}, 300); }, 300);
} }
}
// Auto-generate short name from client name on user input. // Auto-generate short name from client name on user input.
$('#client_name').on('input', function() { $('#client_name').on('input', function() {