get create client working

2025-11-25 06:22:44 -06:00 · 2025-11-25 06:22:44 -06:00 · cb33d0c3b3
commit cb33d0c3b3
parent 4a3576168a
11 changed files with 1179 additions and 336 deletions
--- a/custom_ui/api/db/clients.py
+++ b/custom_ui/api/db/clients.py
@ -96,6 +96,8 @@ def get_client(client_name):
        customer = frappe.get_doc("Customer", client_name)
        clientData = {**clientData, **customer.as_dict()}
        addresses = frappe.db.get_all("Address", fields=["*"], filters={"custom_customer_to_bill": client_name})
+        contacts = frappe.db.get_all("Contact", fields=["*"], filters={"custom_customer": client_name})
+        clientData["contacts"] = contacts
        for address in addresses if addresses else []:
            addressData = {"jobs": []}
            addressData = {**addressData, **address}
@ -263,7 +265,7 @@ def upsert_client(data):
                "customer_type": data.get("customer_type")
            }).insert(ignore_permissions=True)
        else:
-            customer_doc = frappe.get_doc("Customer", customer)
+            customer_doc = frappe.get_doc("Customer", data.get("customer_name"))
        
        print("Customer:", customer_doc.as_dict())
        
@ -281,6 +283,7 @@ def upsert_client(data):
        # Create address
        address_doc = frappe.get_doc({
            "doctype": "Address",
+            "address_title": data.get("address_title"),
            "address_line1": data.get("address_line1"),
            "address_line2": data.get("address_line2"),
            "city": data.get("city"),
@ -297,12 +300,43 @@ def upsert_client(data):
        }
        address_doc.append("links", link)
        address_doc.save(ignore_permissions=True)
+        contact_exists = frappe.db.exists("Contact", {"email_id": data.get("contact_email")})
+        if not contact_exists:
+            contact_doc = frappe.get_doc({
+                "doctype": "Contact",
+                "first_name": data.get("first_name"),
+                "last_name": data.get("last_name"),
+                "email_id": data.get("email"),
+                "phone": data.get("phone_number"),
+                "custom_customer": customer_doc.name,
+                "links": [{
+                    "link_doctype": "Customer",
+                    "link_name": customer_doc.name
+                }]
+            }).insert(ignore_permissions=True)
+            print("Created new contact:", contact_doc.as_dict())
+        else:
+            contact_doc = frappe.get_doc("Contact", {"email_id": data.get("contact_email")})
+            print("Contact already exists:", contact_doc.as_dict())

        return build_success_response({
            "customer": customer_doc.as_dict(),
-            "address": address_doc.as_dict()
+            "address": address_doc.as_dict(),
+            "contact": contact_doc.as_dict()
        })
    except frappe.ValidationError as ve:
        return build_error_response(str(ve), 400)
    except Exception as e:
        return build_error_response(str(e), 500)
+    
+@frappe.whitelist()
+def get_client_names(search_term):
+    """Search for client names matching the search term."""
+    try:
+        search_pattern = f"%{search_term}%"
+        client_names = frappe.db.get_all(
+            "Customer",
+            pluck="name")
+        return build_success_response(client_names)
+    except Exception as e:
+        return build_error_response(str(e), 500)
--- a/custom_ui/api/proxy.py
+++ b/custom_ui/api/proxy.py
@ -1,6 +1,7 @@
 import frappe
 import requests
 from urllib.parse import urlparse
+from custom_ui.db_utils import build_success_response, build_error_response
 import logging

 allowed_hosts = ["api.zippopotam.us", "nominatim.openstreetmap.org"] # Update this list with trusted domains as needed
@ -24,9 +25,9 @@ def request(url, method="GET", data=None, headers=None):
        )
        resp.raise_for_status()
        try:
-            return resp.json()
+            return build_success_response(resp.json())
        except ValueError:
-            return {"text": resp.text}
+            return build_success_response({"text": resp.text})
    except requests.exceptions.RequestException as e:
        frappe.log_error(message=str(e), title="Proxy Request Failed")
        frappe.throw("Failed to fetch data from external API.")
--- a/frontend/package-lock.json
+++ b/frontend/package-lock.json
@ -16,6 +16,7 @@
        "frappe-ui": "^0.1.205",
        "leaflet": "^1.9.4",
        "pinia": "^3.0.3",
+        "primeicons": "^7.0.0",
        "primevue": "^4.4.1",
        "vue": "^3.5.22",
        "vue-chartjs": "^5.3.3",
@ -3634,6 +3635,12 @@
        "url": "https://github.com/prettier/prettier?sponsor=1"
      }
    },
+    "node_modules/primeicons": {
+      "version": "7.0.0",
+      "resolved": "https://registry.npmjs.org/primeicons/-/primeicons-7.0.0.tgz",
+      "integrity": "sha512-jK3Et9UzwzTsd6tzl2RmwrVY/b8raJ3QZLzoDACj+oTJ0oX7L9Hy+XnVwgo4QVKlKpnP/Ur13SXV/pVh4LzaDw==",
+      "license": "MIT"
+    },
    "node_modules/primevue": {
      "version": "4.4.1",
      "resolved": "https://registry.npmjs.org/primevue/-/primevue-4.4.1.tgz",
--- a/frontend/package.json
+++ b/frontend/package.json
@ -17,6 +17,7 @@
    "frappe-ui": "^0.1.205",
    "leaflet": "^1.9.4",
    "pinia": "^3.0.3",
+    "primeicons": "^7.0.0",
    "primevue": "^4.4.1",
    "vue": "^3.5.22",
    "vue-chartjs": "^5.3.3",
--- a/frontend/src/api.js
+++ b/frontend/src/api.js
@ -328,8 +328,12 @@ class Api {
 		return await this.request(FRAPPE_GET_CLIENT_NAMES_METHOD, { type });
 	}

-	static async getClientNames(type) {
-		return await this.request(FRAPPE_GET_CLIENT_NAMES_METHOD, { type });
+	static async getClientNames(clientName) {
+		return await this.request(FRAPPE_GET_CLIENT_NAMES_METHOD, { searchTerm: clientName });
+	}
+
+	static async searchClientNames(searchTerm) {
+		return await this.request("custom_ui.api.db.clients.search_client_names", { searchTerm });
 	}

 	static async getCompanyNames() {
@ -342,8 +346,7 @@ class Api {
 	// Create methods

 	static async createClient(clientData) {
-		const payload = DataUtils.toSnakeCaseObject(clientData);
-		const result = await this.request(FRAPPE_UPSERT_CLIENT_METHOD, { data: payload });
+		const result = await this.request(FRAPPE_UPSERT_CLIENT_METHOD, { data: clientData });
 		console.log("DEBUG: API - Created/Updated Client: ", result);
 		return result;
 	}
@ -391,7 +394,10 @@ class Api {
 		if (!places || places.length === 0) {
 			throw new Error(`No location data found for zip code ${zipcode}`);
 		}
-		return places;
+		return places.map((place) => ({
+			city: place["place name"],
+			state: place["state abbreviation"],
+		}));
 	}

 	static async getGeocode(address) {
--- a/frontend/src/components/clientSubPages/AddressInformationForm.vue
+++ b/frontend/src/components/clientSubPages/AddressInformationForm.vue
@ -0,0 +1,198 @@
+<template>
+	<div class="form-section">
+		<h3>Address Information</h3>
+		<div class="form-grid">
+			<div class="form-field full-width">
+				<label for="address-title"> Address Title <span class="required">*</span> </label>
+				<InputText
+					id="address-title"
+					v-model="localFormData.addressTitle"
+					:disabled="isSubmitting || isEditMode"
+					placeholder="e.g., Home, Office, Site A"
+					class="w-full"
+				/>
+			</div>
+			<div class="form-field full-width">
+				<label for="address-line1"> Address Line 1 <span class="required">*</span> </label>
+				<InputText
+					id="address-line1"
+					v-model="localFormData.addressLine1"
+					:disabled="isSubmitting"
+					placeholder="Street address"
+					class="w-full"
+				/>
+			</div>
+			<div class="form-field full-width">
+				<label for="address-line2">Address Line 2</label>
+				<InputText
+					id="address-line2"
+					v-model="localFormData.addressLine2"
+					:disabled="isSubmitting"
+					placeholder="Apt, suite, unit, etc."
+					class="w-full"
+				/>
+			</div>
+			<div class="form-field">
+				<label for="zipcode"> Zip Code <span class="required">*</span> </label>
+				<InputText
+					id="zipcode"
+					v-model="localFormData.pincode"
+					:disabled="isSubmitting"
+					@input="handleZipcodeInput"
+					maxlength="5"
+					placeholder="12345"
+					class="w-full"
+				/>
+			</div>
+			<div class="form-field">
+				<label for="city"> City <span class="required">*</span> </label>
+				<InputText
+					id="city"
+					v-model="localFormData.city"
+					:disabled="isSubmitting || zipcodeLookupDisabled"
+					placeholder="City"
+					class="w-full"
+				/>
+			</div>
+			<div class="form-field">
+				<label for="state"> State <span class="required">*</span> </label>
+				<InputText
+					id="state"
+					v-model="localFormData.state"
+					:disabled="isSubmitting || zipcodeLookupDisabled"
+					placeholder="State"
+					class="w-full"
+				/>
+			</div>
+		</div>
+	</div>
+</template>
+
+<script setup>
+import { ref, computed } from "vue";
+import InputText from "primevue/inputtext";
+import Api from "../../api";
+import { useNotificationStore } from "../../stores/notifications-primevue";
+
+const props = defineProps({
+	formData: {
+		type: Object,
+		required: true,
+	},
+	isSubmitting: {
+		type: Boolean,
+		default: false,
+	},
+	isEditMode: {
+		type: Boolean,
+		default: false,
+	},
+});
+
+const emit = defineEmits(["update:formData"]);
+
+const notificationStore = useNotificationStore();
+
+const localFormData = computed({
+	get: () => props.formData,
+	set: (value) => emit("update:formData", value),
+});
+
+const zipcodeLookupDisabled = ref(true);
+
+const handleZipcodeInput = async (event) => {
+	const input = event.target.value;
+
+	// Only allow digits
+	const digitsOnly = input.replace(/\D/g, "");
+
+	// Limit to 5 digits
+	if (digitsOnly.length > 5) {
+		return;
+	}
+
+	localFormData.value.pincode = digitsOnly;
+
+	// Reset city/state if zipcode is not complete
+	if (digitsOnly.length < 5 && zipcodeLookupDisabled.value) {
+		localFormData.value.city = "";
+		localFormData.value.state = "";
+		zipcodeLookupDisabled.value = false;
+	}
+
+	// Fetch city/state when 5 digits entered
+	if (digitsOnly.length === 5) {
+		try {
+			console.log("DEBUG: Looking up city/state for zip code:", digitsOnly);
+			const places = await Api.getCityStateByZip(digitsOnly);
+			console.log("DEBUG: Retrieved places:", places);
+			if (places && places.length > 0) {
+				// Auto-populate city and state
+				localFormData.value.city = places[0]["city"];
+				localFormData.value.state = places[0]["state"];
+				zipcodeLookupDisabled.value = true;
+				notificationStore.addSuccess(`Found: ${places[0]["city"]}, ${places[0]["state"]}`);
+			}
+		} catch (error) {
+			// Enable manual entry if lookup fails
+			zipcodeLookupDisabled.value = false;
+			notificationStore.addWarning(
+				"Could not find city/state for this zip code. Please enter manually.",
+			);
+		}
+	}
+};
+</script>
+
+<style scoped>
+.form-section {
+	background: var(--surface-card);
+	border-radius: 8px;
+	padding: 1.5rem;
+	border: 1px solid var(--surface-border);
+	box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+}
+
+.form-section h3 {
+	margin: 0 0 1rem 0;
+	color: var(--text-color);
+	font-size: 1.25rem;
+	font-weight: 600;
+}
+
+.form-grid {
+	display: grid;
+	grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
+	gap: 1rem;
+}
+
+.form-field {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+}
+
+.form-field.full-width {
+	grid-column: 1 / -1;
+}
+
+.form-field label {
+	font-weight: 500;
+	color: var(--text-color-secondary);
+	font-size: 0.9rem;
+}
+
+.required {
+	color: var(--red-500);
+}
+
+.w-full {
+	width: 100% !important;
+}
+
+@media (max-width: 768px) {
+	.form-grid {
+		grid-template-columns: 1fr;
+	}
+}
+</style>
--- a/frontend/src/components/clientSubPages/ClientInformationForm.vue
+++ b/frontend/src/components/clientSubPages/ClientInformationForm.vue
@ -0,0 +1,322 @@
+<template>
+	<div class="form-section">
+		<div class="section-header">
+			<h3>Client Information</h3>
+			<div class="toggle-container" v-if="!isEditMode">
+				<label for="new-client-toggle" class="toggle-label">New Client</label>
+				<ToggleSwitch v-model="isNewClient" inputId="new-client-toggle" />
+			</div>
+		</div>
+		<div class="form-grid">
+			<div class="form-field">
+				<label for="customer-name"> Customer Name <span class="required">*</span> </label>
+				<div class="input-with-button">
+					<InputText
+						id="customer-name"
+						v-model="localFormData.customerName"
+						:disabled="isSubmitting || isEditMode"
+						placeholder="Enter customer name"
+						class="w-full"
+					/>
+					<Button
+						v-if="!isNewClient && !isEditMode"
+						@click="searchCustomers"
+						:disabled="isSubmitting || !localFormData.customerName.trim()"
+						size="small"
+						class="iconoir-btn"
+					>
+						<IconoirMagnifyingGlass width="20" height="20" />
+					</Button>
+				</div>
+			</div>
+			<div class="form-field">
+				<label for="customer-type"> Customer Type <span class="required">*</span> </label>
+				<Select
+					id="customer-type"
+					v-model="localFormData.customerType"
+					:options="customerTypeOptions"
+					:disabled="isSubmitting || (!isNewClient && !isEditMode)"
+					placeholder="Select customer type"
+					class="w-full"
+				/>
+			</div>
+		</div>
+	</div>
+
+	<!-- Customer Search Results Modal -->
+	<Dialog
+		v-model:visible="showCustomerSearchModal"
+		header="Select Customer"
+		:modal="true"
+		class="search-dialog"
+	>
+		<div class="search-results">
+			<div v-if="customerSearchResults.length === 0" class="no-results">
+				<i class="pi pi-info-circle"></i>
+				<p>No customers found matching your search.</p>
+			</div>
+			<div v-else class="results-list">
+				<div
+					v-for="(customerName, index) in customerSearchResults"
+					:key="index"
+					class="result-item"
+					@click="selectCustomer(customerName)"
+				>
+					<strong>{{ customerName }}</strong>
+					<i class="pi pi-chevron-right"></i>
+				</div>
+			</div>
+		</div>
+		<template #footer>
+			<Button label="Cancel" severity="secondary" @click="showCustomerSearchModal = false" />
+		</template>
+	</Dialog>
+</template>
+
+<script setup>
+import { ref, watch, computed } from "vue";
+import InputText from "primevue/inputtext";
+import Select from "primevue/select";
+import ToggleSwitch from "primevue/toggleswitch";
+import Dialog from "primevue/dialog";
+import Api from "../../api";
+import { useNotificationStore } from "../../stores/notifications-primevue";
+import { DocMagnifyingGlass as IconoirMagnifyingGlass } from "@iconoir/vue";
+
+const props = defineProps({
+	formData: {
+		type: Object,
+		required: true,
+	},
+	isSubmitting: {
+		type: Boolean,
+		default: false,
+	},
+	isEditMode: {
+		type: Boolean,
+		default: false,
+	},
+});
+
+const emit = defineEmits(["update:formData", "newClientToggle", "customerSelected"]);
+
+const notificationStore = useNotificationStore();
+
+const localFormData = computed({
+	get: () => props.formData,
+	set: (value) => emit("update:formData", value),
+});
+
+const isNewClient = ref(true);
+const showCustomerSearchModal = ref(false);
+const customerSearchResults = ref([]);
+const customerTypeOptions = ["Individual", "Partnership", "Company"];
+
+// Watch for toggle changes
+watch(isNewClient, (newValue) => {
+	emit("newClientToggle", newValue);
+});
+
+const searchCustomers = async () => {
+	const searchTerm = localFormData.value.customerName.trim();
+	if (!searchTerm) return;
+
+	try {
+		// Get all customers and filter by search term
+		const allCustomers = await Api.getClientNames(searchTerm);
+		const matchingNames = allCustomers.filter((name) =>
+			name.toLowerCase().includes(searchTerm.toLowerCase()),
+		);
+
+		if (matchingNames.length === 0) {
+			notificationStore.addWarning("No customers found matching your search criteria.");
+		} else {
+			// Store just the names for display
+			customerSearchResults.value = matchingNames;
+			showCustomerSearchModal.value = true;
+		}
+	} catch (error) {
+		console.error("Error searching customers:", error);
+		notificationStore.addError("Failed to search customers. Please try again.");
+	}
+};
+
+const selectCustomer = async (customerName) => {
+	try {
+		// Fetch full customer data
+		const clientData = await Api.getClient(customerName);
+
+		localFormData.value.customerName = clientData.customerName;
+		localFormData.value.customerType = clientData.customerType;
+		showCustomerSearchModal.value = false;
+
+		// Pass the full client data including contacts
+		emit("customerSelected", clientData);
+	} catch (error) {
+		console.error(`Error fetching client ${customerName}:`, error);
+		notificationStore.addError("Failed to load customer details. Please try again.");
+	}
+};
+
+defineExpose({
+	isNewClient,
+});
+</script>
+
+<style scoped>
+.form-section {
+	background: var(--surface-card);
+	border-radius: 8px;
+	padding: 1.5rem;
+	border: 1px solid var(--surface-border);
+	box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+}
+
+.section-header {
+	display: flex;
+	justify-content: space-between;
+	align-items: center;
+	margin-bottom: 1rem;
+}
+
+.section-header h3 {
+	margin: 0;
+	color: var(--text-color);
+	font-size: 1.25rem;
+	font-weight: 600;
+}
+
+.toggle-container {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+}
+
+.toggle-label {
+	font-size: 0.9rem;
+	font-weight: 500;
+	color: var(--text-color-secondary);
+	cursor: pointer;
+	user-select: none;
+}
+
+.form-grid {
+	display: grid;
+	grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
+	gap: 1rem;
+}
+
+.form-field {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+}
+
+.form-field label {
+	font-weight: 500;
+	color: var(--text-color-secondary);
+	font-size: 0.9rem;
+}
+
+.required {
+	color: var(--red-500);
+}
+
+.input-with-button {
+	display: flex;
+	gap: 0.5rem;
+}
+
+.w-full {
+	width: 100% !important;
+}
+
+.search-dialog {
+	max-width: 500px;
+}
+
+.search-results {
+	min-height: 200px;
+}
+
+.no-results {
+	text-align: center;
+	padding: 40px 20px;
+	color: var(--text-color-secondary);
+}
+
+.no-results i {
+	font-size: 2em;
+	color: var(--orange-500);
+	margin-bottom: 10px;
+	display: block;
+}
+
+.results-list {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+}
+
+.result-item {
+	padding: 1rem;
+	border: 1px solid var(--surface-border);
+	border-radius: 6px;
+	cursor: pointer;
+	transition: all 0.2s ease;
+	display: flex;
+	justify-content: space-between;
+	align-items: center;
+}
+
+.result-item:hover {
+	background-color: var(--surface-hover);
+	border-color: var(--primary-color);
+	transform: translateY(-1px);
+	box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+}
+
+.customer-info {
+	display: flex;
+	flex-direction: column;
+	gap: 0.25rem;
+}
+
+.customer-type {
+	font-size: 0.85rem;
+	color: var(--text-color-secondary);
+}
+
+.iconoir-btn {
+	background: none;
+	border: none;
+	padding: 0.25rem 0.5rem;
+	cursor: pointer;
+	display: flex;
+	align-items: center;
+	justify-content: center;
+	border-radius: 4px;
+	transition: background 0.2s;
+}
+
+.iconoir-btn:disabled {
+	opacity: 0.5;
+	cursor: not-allowed;
+}
+
+.iconoir-btn:hover:not(:disabled) {
+	background: var(--surface-hover);
+}
+
+@media (max-width: 768px) {
+	.form-grid {
+		grid-template-columns: 1fr;
+	}
+
+	.section-header {
+		flex-direction: column;
+		align-items: flex-start;
+		gap: 0.5rem;
+	}
+}
+</style>
--- a/frontend/src/components/clientSubPages/ContactInformationForm.vue
+++ b/frontend/src/components/clientSubPages/ContactInformationForm.vue
@ -0,0 +1,361 @@
+<template>
+	<div class="form-section">
+		<div class="section-header">
+			<h3>Contact Information</h3>
+			<div class="toggle-container" v-if="!isEditMode">
+				<label for="new-contact-toggle" class="toggle-label">New Contact</label>
+				<ToggleSwitch
+					v-model="isNewContact"
+					inputId="new-contact-toggle"
+					:disabled="isNewClientLocked"
+				/>
+			</div>
+		</div>
+		<div class="form-grid">
+			<!-- Select existing contact mode -->
+			<template v-if="!isNewContact">
+				<div class="form-field full-width">
+					<label for="contact-select"> Contact <span class="required">*</span> </label>
+					<Select
+						id="contact-select"
+						v-model="selectedContact"
+						:options="contactOptions"
+						optionLabel="label"
+						:disabled="isSubmitting || contactOptions.length === 0"
+						placeholder="Select a contact"
+						class="w-full"
+						@change="handleContactSelect"
+					/>
+					<small v-if="contactOptions.length === 0" class="helper-text">
+						No contacts available. Toggle "New Contact" to add one.
+					</small>
+				</div>
+				<div class="form-field">
+					<label for="contact-phone">Phone</label>
+					<InputText
+						id="contact-phone"
+						v-model="localFormData.phoneNumber"
+						disabled
+						class="w-full"
+					/>
+				</div>
+				<div class="form-field">
+					<label for="contact-email">Email</label>
+					<InputText
+						id="contact-email"
+						v-model="localFormData.email"
+						disabled
+						class="w-full"
+					/>
+				</div>
+			</template>
+
+			<!-- New contact mode -->
+			<template v-else>
+				<div class="form-field full-width">
+					<div class="checkbox-container">
+						<Checkbox
+							v-model="sameAsClientName"
+							inputId="same-as-client"
+							:binary="true"
+							:disabled="isSubmitting || isEditMode || !isNewClientLocked"
+						/>
+						<label for="same-as-client" class="checkbox-label">
+							Same as Client Name
+						</label>
+					</div>
+				</div>
+				<div class="form-field">
+					<label for="first-name"> First Name <span class="required">*</span> </label>
+					<InputText
+						id="first-name"
+						v-model="localFormData.firstName"
+						:disabled="isSubmitting || sameAsClientName"
+						placeholder="Enter first name"
+						class="w-full"
+					/>
+				</div>
+				<div class="form-field">
+					<label for="last-name"> Last Name <span class="required">*</span> </label>
+					<InputText
+						id="last-name"
+						v-model="localFormData.lastName"
+						:disabled="isSubmitting || sameAsClientName"
+						placeholder="Enter last name"
+						class="w-full"
+					/>
+				</div>
+				<div class="form-field">
+					<label for="phone-number">Phone</label>
+					<InputText
+						id="phone-number"
+						v-model="localFormData.phoneNumber"
+						:disabled="isSubmitting"
+						placeholder="(555) 123-4567"
+						class="w-full"
+					/>
+				</div>
+				<div class="form-field">
+					<label for="email">Email</label>
+					<InputText
+						id="email"
+						v-model="localFormData.email"
+						:disabled="isSubmitting"
+						type="email"
+						placeholder="email@example.com"
+						class="w-full"
+					/>
+				</div>
+			</template>
+		</div>
+	</div>
+</template>
+
+<script setup>
+import { ref, watch, computed, onMounted } from "vue";
+import InputText from "primevue/inputtext";
+import Select from "primevue/select";
+import ToggleSwitch from "primevue/toggleswitch";
+import Checkbox from "primevue/checkbox";
+
+const props = defineProps({
+	formData: {
+		type: Object,
+		required: true,
+	},
+	isSubmitting: {
+		type: Boolean,
+		default: false,
+	},
+	isEditMode: {
+		type: Boolean,
+		default: false,
+	},
+	isNewClientLocked: {
+		type: Boolean,
+		default: false,
+	},
+	availableContacts: {
+		type: Array,
+		default: () => [],
+	},
+});
+
+const emit = defineEmits(["update:formData", "newContactToggle"]);
+
+const localFormData = computed({
+	get: () => props.formData,
+	set: (value) => emit("update:formData", value),
+});
+
+const isNewContact = ref(false);
+const selectedContact = ref(null);
+const sameAsClientName = ref(false);
+
+// Compute contact options from available contacts
+const contactOptions = computed(() => {
+	if (!props.availableContacts || props.availableContacts.length === 0) {
+		return [];
+	}
+
+	return props.availableContacts.map((contact) => ({
+		label: `${contact.firstName} ${contact.lastName}`,
+		value: contact,
+	}));
+});
+
+// Ensure New Contact is ON and locked when New Client is ON
+watch(
+	() => props.isNewClientLocked,
+	(locked) => {
+		if (locked) {
+			isNewContact.value = true;
+		} else {
+			isNewContact.value = false;
+		}
+	},
+	{ immediate: true },
+);
+
+// On mount, set isNewContact to true if isNewClientLocked is true
+onMounted(() => {
+	if (props.isNewClientLocked) {
+		isNewContact.value = true;
+	}
+});
+
+// Auto-check "Same as Client Name" when customer type is Individual
+watch(
+	() => props.formData.customerType,
+	(customerType) => {
+		if (customerType === "Individual" && props.isNewClientLocked && !props.isEditMode) {
+			sameAsClientName.value = true;
+		}
+	},
+	{ immediate: true },
+);
+
+// Reset "Same as Client Name" when editing or using existing customer
+watch([() => props.isEditMode, () => props.isNewClientLocked], ([editMode, newClientLocked]) => {
+	if (editMode || !newClientLocked) {
+		sameAsClientName.value = false;
+	}
+});
+
+// Auto-fill name fields when "Same as Client Name" is checked
+watch(sameAsClientName, (checked) => {
+	if (checked && props.formData.customerName) {
+		const nameParts = props.formData.customerName.trim().split(" ");
+		if (nameParts.length === 1) {
+			localFormData.value.firstName = nameParts[0];
+			localFormData.value.lastName = "";
+		} else if (nameParts.length >= 2) {
+			localFormData.value.firstName = nameParts[0];
+			localFormData.value.lastName = nameParts.slice(1).join(" ");
+		}
+	}
+});
+
+// Watch for customer name changes when "Same as Client Name" is checked
+watch(
+	() => props.formData.customerName,
+	(newName) => {
+		if (sameAsClientName.value && newName) {
+			const nameParts = newName.trim().split(" ");
+			if (nameParts.length === 1) {
+				localFormData.value.firstName = nameParts[0];
+				localFormData.value.lastName = "";
+			} else if (nameParts.length >= 2) {
+				localFormData.value.firstName = nameParts[0];
+				localFormData.value.lastName = nameParts.slice(1).join(" ");
+			}
+		}
+	},
+);
+
+// Watch for toggle changes
+watch(isNewContact, (newValue) => {
+	if (newValue) {
+		// Clear contact selection when switching to new contact mode
+		selectedContact.value = null;
+		localFormData.value.firstName = "";
+		localFormData.value.lastName = "";
+		localFormData.value.phoneNumber = "";
+		localFormData.value.email = "";
+	}
+	emit("newContactToggle", newValue);
+});
+
+const handleContactSelect = () => {
+	if (selectedContact.value && selectedContact.value.value) {
+		const contact = selectedContact.value.value;
+		localFormData.value.firstName = contact.firstName;
+		localFormData.value.lastName = contact.lastName;
+		localFormData.value.phoneNumber = contact.phone || "";
+		localFormData.value.email = contact.email || "";
+	}
+};
+
+defineExpose({
+	isNewContact,
+});
+</script>
+
+<style scoped>
+.form-section {
+	background: var(--surface-card);
+	border-radius: 8px;
+	padding: 1.5rem;
+	border: 1px solid var(--surface-border);
+	box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
+}
+
+.section-header {
+	display: flex;
+	justify-content: space-between;
+	align-items: center;
+	margin-bottom: 1rem;
+}
+
+.section-header h3 {
+	margin: 0;
+	color: var(--text-color);
+	font-size: 1.25rem;
+	font-weight: 600;
+}
+
+.toggle-container {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+}
+
+.toggle-label {
+	font-size: 0.9rem;
+	font-weight: 500;
+	color: var(--text-color-secondary);
+	cursor: pointer;
+	user-select: none;
+}
+
+.form-grid {
+	display: grid;
+	grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
+	gap: 1rem;
+}
+
+.form-field {
+	display: flex;
+	flex-direction: column;
+	gap: 0.5rem;
+}
+
+.form-field.full-width {
+	grid-column: 1 / -1;
+}
+
+.form-field label {
+	font-weight: 500;
+	color: var(--text-color-secondary);
+	font-size: 0.9rem;
+}
+
+.required {
+	color: var(--red-500);
+}
+
+.helper-text {
+	color: var(--text-color-secondary);
+	font-style: italic;
+}
+
+.checkbox-container {
+	display: flex;
+	align-items: center;
+	gap: 0.5rem;
+}
+
+.checkbox-label {
+	font-size: 0.9rem;
+	font-weight: 500;
+	color: var(--text-color-secondary);
+	cursor: pointer;
+	user-select: none;
+}
+
+.w-full {
+	width: 100% !important;
+}
+
+@media (max-width: 768px) {
+	.form-grid {
+		grid-template-columns: 1fr;
+	}
+
+	.section-header {
+		flex-direction: column;
+		align-items: flex-start;
+		gap: 0.5rem;
+	}
+}
+</style>
--- a/frontend/src/components/clientSubPages/Overview.vue
+++ b/frontend/src/components/clientSubPages/Overview.vue
@ -1,172 +1,113 @@
 <template>
 	<div class="overview-container">
-		<!-- Client Basic Info Card -->
-		<div class="info-card">
-			<div class="card-header">
-				<h3>Client Information</h3>
-				<Button
-					v-if="!isNew && !editMode"
-					@click="toggleEditMode"
-					icon="pi pi-pencil"
-					label="Edit"
-					size="small"
-					severity="secondary"
-				/>
-			</div>
-			<div class="info-grid">
-				<div class="info-item">
-					<label>Customer Name:</label>
-					<AutoComplete
-						v-if="isNew || editMode"
-						v-model="formData.customerName"
-						:suggestions="customerSuggestions"
-						@complete="searchCustomers"
-						@item-select="onCustomerSelect"
-						placeholder="Type or select customer name"
-						class="w-full"
-						:disabled="isSubmitting"
-					/>
-					<span v-else>{{ clientData?.customerName || "N/A" }}</span>
-				</div>
-				<div class="info-item">
-					<label>Customer Type:</label>
-					<Select
-						v-if="isNew || editMode"
-						v-model="formData.customerType"
-						:options="customerTypeOptions"
-						placeholder="Select customer type"
-						class="w-full"
-						:disabled="isSubmitting"
-					/>
-					<span v-else>{{ clientData?.customerType || "N/A" }}</span>
-				</div>
-				<div class="info-item" v-if="!isNew && !editMode">
-					<label>Customer Group:</label>
-					<span>{{ clientData?.customerGroup || "N/A" }}</span>
-				</div>
-				<div class="info-item" v-if="!isNew && !editMode">
-					<label>Territory:</label>
-					<span>{{ clientData?.territory || "N/A" }}</span>
-				</div>
-			</div>
-		</div>
+		<!-- Form Mode (new=true or edit mode) -->
+		<template v-if="isNew || editMode">
+			<ClientInformationForm
+				ref="clientInfoRef"
+				v-model:form-data="formData"
+				:is-submitting="isSubmitting"
+				:is-edit-mode="editMode"
+				@new-client-toggle="handleNewClientToggle"
+				@customer-selected="handleCustomerSelected"
+			/>

-		<!-- Address Info Card -->
-		<div class="info-card">
-			<h3>Address Information</h3>
-			<div class="info-grid">
-				<div class="info-item" v-if="isNew || editMode">
-					<label>Address Line 1 *:</label>
-					<InputText
-						v-model="formData.addressLine1"
-						placeholder="Street address"
-						class="w-full"
-						:disabled="isSubmitting"
-						required
-					/>
-				</div>
-				<div class="info-item" v-if="isNew || editMode">
-					<label>Address Line 2:</label>
-					<InputText
-						v-model="formData.addressLine2"
-						placeholder="Apt, suite, unit, etc."
-						class="w-full"
-						:disabled="isSubmitting"
-					/>
-				</div>
-				<div class="info-item" v-if="isNew || editMode">
-					<label>Zip Code *:</label>
-					<InputText
-						v-model="formData.zipcode"
-						placeholder="12345"
-						@input="handleZipcodeInput"
-						maxlength="5"
-						class="w-full"
-						:disabled="isSubmitting"
-						required
-					/>
-				</div>
-				<div class="info-item" v-if="isNew || editMode">
-					<label>City *:</label>
-					<InputText
-						v-model="formData.city"
-						placeholder="City"
-						class="w-full"
-						:disabled="isSubmitting || zipcodeLookupDisabled"
-						required
-					/>
-				</div>
-				<div class="info-item" v-if="isNew || editMode">
-					<label>State *:</label>
-					<InputText
-						v-model="formData.state"
-						placeholder="State"
-						class="w-full"
-						:disabled="isSubmitting || zipcodeLookupDisabled"
-						required
-					/>
-				</div>
-				<!-- Read-only mode for existing clients -->
-				<div
-					class="info-item full-width"
-					v-if="!isNew && !editMode && selectedAddressData"
-				>
-					<label>Full Address:</label>
-					<span>{{ fullAddress }}</span>
-				</div>
-				<div class="info-item" v-if="!isNew && !editMode && selectedAddressData">
-					<label>City:</label>
-					<span>{{ selectedAddressData.city || "N/A" }}</span>
-				</div>
-				<div class="info-item" v-if="!isNew && !editMode && selectedAddressData">
-					<label>State:</label>
-					<span>{{ selectedAddressData.state || "N/A" }}</span>
-				</div>
-				<div class="info-item" v-if="!isNew && !editMode && selectedAddressData">
-					<label>Zip Code:</label>
-					<span>{{ selectedAddressData.pincode || "N/A" }}</span>
-				</div>
-			</div>
-		</div>
+			<ContactInformationForm
+				ref="contactInfoRef"
+				v-model:form-data="formData"
+				:is-submitting="isSubmitting"
+				:is-edit-mode="editMode"
+				:is-new-client-locked="isNewClientMode"
+				:available-contacts="availableContacts"
+				@new-contact-toggle="handleNewContactToggle"
+			/>

-		<!-- Contact Info Card (only for new/edit mode) -->
-		<div class="info-card" v-if="isNew || editMode">
-			<h3>Contact Information</h3>
-			<div class="info-grid">
-				<div class="info-item">
-					<label>Contact Name *:</label>
-					<AutoComplete
-						v-model="formData.contactName"
-						:suggestions="contactSuggestions"
-						@complete="searchContacts"
-						@item-select="onContactSelect"
-						placeholder="Type or select contact name"
-						class="w-full"
-						:disabled="isSubmitting || !formData.customerName"
-						required
+			<AddressInformationForm
+				v-model:form-data="formData"
+				:is-submitting="isSubmitting"
+				:is-edit-mode="editMode"
+			/>
+		</template>
+
+		<!-- Display Mode (existing client view) -->
+		<template v-else>
+			<!-- Client Basic Info Card -->
+			<div class="info-card">
+				<div class="card-header">
+					<h3>Client Information</h3>
+					<Button
+						@click="toggleEditMode"
+						icon="pi pi-pencil"
+						label="Edit"
+						size="small"
+						severity="secondary"
 					/>
 				</div>
-				<div class="info-item">
-					<label>Phone Number:</label>
-					<InputText
-						v-model="formData.phoneNumber"
-						placeholder="(555) 123-4567"
-						class="w-full"
-						:disabled="isSubmitting"
-					/>
-				</div>
-				<div class="info-item">
-					<label>Email:</label>
-					<InputText
-						v-model="formData.email"
-						placeholder="email@example.com"
-						type="email"
-						class="w-full"
-						:disabled="isSubmitting"
-					/>
+				<div class="info-grid">
+					<div class="info-item">
+						<label>Customer Name:</label>
+						<span>{{ clientData?.customerName || "N/A" }}</span>
+					</div>
+					<div class="info-item">
+						<label>Customer Type:</label>
+						<span>{{ clientData?.customerType || "N/A" }}</span>
+					</div>
+					<div class="info-item">
+						<label>Customer Group:</label>
+						<span>{{ clientData?.customerGroup || "N/A" }}</span>
+					</div>
+					<div class="info-item">
+						<label>Territory:</label>
+						<span>{{ clientData?.territory || "N/A" }}</span>
+					</div>
 				</div>
 			</div>
-		</div>
+
+			<!-- Address Info Card -->
+			<div class="info-card" v-if="selectedAddressData">
+				<h3>Address Information</h3>
+				<div class="info-grid">
+					<div class="info-item full-width">
+						<label>Address Title:</label>
+						<span>{{ selectedAddressData.addressTitle || "N/A" }}</span>
+					</div>
+					<div class="info-item full-width">
+						<label>Full Address:</label>
+						<span>{{ fullAddress }}</span>
+					</div>
+					<div class="info-item">
+						<label>City:</label>
+						<span>{{ selectedAddressData.city || "N/A" }}</span>
+					</div>
+					<div class="info-item">
+						<label>State:</label>
+						<span>{{ selectedAddressData.state || "N/A" }}</span>
+					</div>
+					<div class="info-item">
+						<label>Zip Code:</label>
+						<span>{{ selectedAddressData.pincode || "N/A" }}</span>
+					</div>
+				</div>
+			</div>
+
+			<!-- Contact Info Card -->
+			<div class="info-card" v-if="selectedAddressData">
+				<h3>Contact Information</h3>
+				<div class="info-grid">
+					<div class="info-item">
+						<label>Contact Name:</label>
+						<span>{{ contactFullName }}</span>
+					</div>
+					<div class="info-item">
+						<label>Phone:</label>
+						<span>{{ selectedAddressData.phone || "N/A" }}</span>
+					</div>
+					<div class="info-item">
+						<label>Email:</label>
+						<span>{{ selectedAddressData.emailId || "N/A" }}</span>
+					</div>
+				</div>
+			</div>
+		</template>

 		<!-- Status Cards (only for existing clients) -->
 		<div class="status-cards" v-if="!isNew && !editMode && selectedAddressData">
@ -204,13 +145,13 @@
 		<div class="form-actions" v-if="isNew || editMode">
 			<Button
 				@click="handleCancel"
-				label="Cancel"
+				:label="editMode ? 'Cancel' : 'Clear'"
 				severity="secondary"
 				:disabled="isSubmitting"
 			/>
 			<Button
 				@click="handleSave"
-				:label="isNew ? 'Create Client' : 'Save Changes'"
+				:label="isNew ? 'Create' : 'Update'"
 				:loading="isSubmitting"
 				:disabled="!isFormValid"
 			/>
@ -262,11 +203,11 @@
 import { computed, ref, watch, onMounted } from "vue";
 import Badge from "primevue/badge";
 import Button from "primevue/button";
-import InputText from "primevue/inputtext";
-import AutoComplete from "primevue/autocomplete";
-import Select from "primevue/select";
 import Dialog from "primevue/dialog";
 import LeafletMap from "../common/LeafletMap.vue";
+import ClientInformationForm from "./ClientInformationForm.vue";
+import ContactInformationForm from "./ContactInformationForm.vue";
+import AddressInformationForm from "./AddressInformationForm.vue";
 import DataUtils from "../../utils";
 import Api from "../../api";
 import { useRouter } from "vue-router";
@ -290,46 +231,42 @@ const props = defineProps({
 const router = useRouter();
 const notificationStore = useNotificationStore();

+// Refs for child components
+const clientInfoRef = ref(null);
+const contactInfoRef = ref(null);
+
 // Form state
 const editMode = ref(false);
 const showEditConfirmDialog = ref(false);
 const isSubmitting = ref(false);
-const zipcodeLookupDisabled = ref(true);
+const isNewClientMode = ref(false);
+const availableContacts = ref([]);

 // Form data
 const formData = ref({
 	customerName: "",
 	customerType: "",
+	addressTitle: "",
 	addressLine1: "",
 	addressLine2: "",
-	zipcode: "",
+	pincode: "",
 	city: "",
 	state: "",
-	contactName: "",
+	firstName: "",
+	lastName: "",
 	phoneNumber: "",
 	email: "",
 });

-// Autocomplete data
-const customerSuggestions = ref([]);
-const contactSuggestions = ref([]);
-const selectedCustomerData = ref(null);
-
-// Options
-const customerTypeOptions = ref(["Company", "Individual"]);
-
 // Initialize form data when component mounts
 onMounted(() => {
 	if (props.isNew) {
-		// Initialize empty form for new client
 		resetForm();
 		console.log("Mounted in new client mode - initialized empty form");
 	} else if (props.clientData && Object.keys(props.clientData).length > 0) {
-		// Populate form with existing client data
 		populateFormFromClientData();
 		console.log("Mounted with existing client data - populated form");
 	} else {
-		// Default to empty form if no client data
 		resetForm();
 		console.log("Mounted with no client data - initialized empty form");
 	}
@ -340,32 +277,27 @@ watch(
 	() => props.clientData,
 	(newData) => {
 		if (props.isNew) {
-			// Always keep form empty for new clients, regardless of clientData
 			resetForm();
 		} else if (newData && Object.keys(newData).length > 0) {
 			populateFormFromClientData();
 		} else {
-			// No client data, reset form
 			resetForm();
 		}
 	},
 	{ deep: true },
 );

-// Watch for isNew prop changes to reset form when switching to new client mode
+// Watch for isNew prop changes
 watch(
 	() => props.isNew,
 	(isNewValue) => {
 		if (isNewValue) {
-			// Reset form when switching to new client mode
 			resetForm();
 			editMode.value = false;
 			console.log("Switched to new client mode - reset form data");
 		} else if (props.clientData && Object.keys(props.clientData).length > 0) {
-			// Populate form when switching back to existing client
 			populateFormFromClientData();
 		} else {
-			// No client data, reset form
 			resetForm();
 		}
 	},
@ -386,15 +318,11 @@ const selectedAddressData = computed(() => {
 // Get coordinates from the selected address
 const latitude = computed(() => {
 	if (!selectedAddressData.value) return null;
-
-	// Check custom fields first, then fallback to regular fields
 	return selectedAddressData.value.customLatitude || selectedAddressData.value.latitude || null;
 });

 const longitude = computed(() => {
 	if (!selectedAddressData.value) return null;
-
-	// Check custom fields first, then fallback to regular fields
 	return (
 		selectedAddressData.value.customLongitude || selectedAddressData.value.longitude || null
 	);
@ -406,16 +334,36 @@ const fullAddress = computed(() => {
 	return DataUtils.calculateFullAddress(selectedAddressData.value);
 });

+// Calculate contact full name
+const contactFullName = computed(() => {
+	if (!selectedAddressData.value) return "N/A";
+	const firstName = selectedAddressData.value.customContactFirstName || "";
+	const lastName = selectedAddressData.value.customContactLastName || "";
+	return `${firstName} ${lastName}`.trim() || "N/A";
+});
+
 // Form validation
 const isFormValid = computed(() => {
+	const hasCustomerName = formData.value.customerName?.trim();
+	const hasCustomerType = formData.value.customerType?.trim();
+	const hasAddressTitle = formData.value.addressTitle?.trim();
+	const hasAddressLine1 = formData.value.addressLine1?.trim();
+	const hasPincode = formData.value.pincode?.trim();
+	const hasCity = formData.value.city?.trim();
+	const hasState = formData.value.state?.trim();
+	const hasFirstName = formData.value.firstName?.trim();
+	const hasLastName = formData.value.lastName?.trim();
+
 	return (
-		formData.value.customerName &&
-		formData.value.customerType &&
-		formData.value.addressLine1 &&
-		formData.value.zipcode &&
-		formData.value.city &&
-		formData.value.state &&
-		formData.value.contactName
+		hasCustomerName &&
+		hasCustomerType &&
+		hasAddressTitle &&
+		hasAddressLine1 &&
+		hasPincode &&
+		hasCity &&
+		hasState &&
+		hasFirstName &&
+		hasLastName
 	);
 });

@ -425,7 +373,7 @@ const getStatusSeverity = (status) => {
 		case "Not Started":
 			return "secondary";
 		case "In Progress":
-			return "warn"; // Use 'warn' instead of 'warning' for PrimeVue Badge
+			return "warn";
 		case "Completed":
 			return "success";
 		default:
@ -438,18 +386,20 @@ const resetForm = () => {
 	formData.value = {
 		customerName: "",
 		customerType: "",
+		addressTitle: "",
 		addressLine1: "",
 		addressLine2: "",
-		zipcode: "",
+		pincode: "",
 		city: "",
 		state: "",
-		contactName: "",
+		firstName: "",
+		lastName: "",
 		phoneNumber: "",
 		email: "",
 	};
-	selectedCustomerData.value = null;
-	zipcodeLookupDisabled.value = false; // Allow manual entry for new clients
-	editMode.value = false; // Ensure edit mode is off
+	availableContacts.value = [];
+	isNewClientMode.value = false;
+	editMode.value = false;
 	console.log("Form reset - all fields cleared");
 };

@ -459,15 +409,46 @@ const populateFormFromClientData = () => {
 	formData.value = {
 		customerName: props.clientData.customerName || "",
 		customerType: props.clientData.customerType || "",
+		addressTitle: selectedAddressData.value.addressTitle || "",
 		addressLine1: selectedAddressData.value.addressLine1 || "",
 		addressLine2: selectedAddressData.value.addressLine2 || "",
-		zipcode: selectedAddressData.value.pincode || "",
+		pincode: selectedAddressData.value.pincode || "",
 		city: selectedAddressData.value.city || "",
 		state: selectedAddressData.value.state || "",
-		contactName: selectedAddressData.value.customContactName || "",
+		firstName: selectedAddressData.value.customContactFirstName || "",
+		lastName: selectedAddressData.value.customContactLastName || "",
 		phoneNumber: selectedAddressData.value.phone || "",
 		email: selectedAddressData.value.emailId || "",
 	};
+
+	// Populate available contacts if any
+	if (selectedAddressData.value.contacts && selectedAddressData.value.contacts.length > 0) {
+		availableContacts.value = selectedAddressData.value.contacts;
+	}
+};
+
+// Event handlers
+const handleNewClientToggle = (isNewClient) => {
+	isNewClientMode.value = isNewClient;
+	if (isNewClient) {
+		// Reset form when toggling to new client
+		resetForm();
+	}
+};
+
+const handleCustomerSelected = (clientData) => {
+	// When a customer is selected, populate available contacts from the first address
+	if (clientData.addresses && clientData.addresses.length > 0) {
+		availableContacts.value = clientData.addresses[0].contacts || [];
+	} else {
+		availableContacts.value = [];
+	}
+};
+
+const handleNewContactToggle = (isNewContact) => {
+	if (!isNewContact && availableContacts.value.length === 0) {
+		notificationStore.addWarning("No contacts available for this customer.");
+	}
 };

 // Edit mode methods
@ -478,95 +459,7 @@ const toggleEditMode = () => {
 const confirmEdit = () => {
 	showEditConfirmDialog.value = false;
 	editMode.value = true;
-	populateFormFromClientData(); // Refresh form with current data
-};
-
-// Zipcode handling
-const handleZipcodeInput = async (event) => {
-	const input = event.target.value;
-
-	// Only allow digits
-	const digitsOnly = input.replace(/\D/g, "");
-
-	// Limit to 5 digits
-	if (digitsOnly.length > 5) {
-		return;
-	}
-
-	formData.value.zipcode = digitsOnly;
-
-	// Fetch city/state when 5 digits entered
-	if (digitsOnly.length === 5) {
-		try {
-			const places = await Api.getCityStateByZip(digitsOnly);
-			if (places && places.length > 0) {
-				// Auto-populate city and state
-				formData.value.city = places[0]["place name"];
-				formData.value.state = places[0]["state abbreviation"];
-				zipcodeLookupDisabled.value = true;
-				notificationStore.addSuccess(
-					`Found: ${places[0]["place name"]}, ${places[0]["state abbreviation"]}`,
-				);
-			}
-		} catch (error) {
-			// Enable manual entry if lookup fails
-			zipcodeLookupDisabled.value = false;
-			notificationStore.addWarning(
-				"Could not find city/state for this zip code. Please enter manually.",
-			);
-		}
-	} else {
-		// Reset city/state if zipcode is incomplete
-		if (zipcodeLookupDisabled.value) {
-			formData.value.city = "";
-			formData.value.state = "";
-		}
-	}
-};
-
-// Customer search
-const searchCustomers = async (event) => {
-	try {
-		const customers = await Api.getCustomerNames("all");
-		customerSuggestions.value = customers.filter((name) =>
-			name.toLowerCase().includes(event.query.toLowerCase()),
-		);
-	} catch (error) {
-		console.error("Error searching customers:", error);
-		customerSuggestions.value = [];
-	}
-};
-
-const onCustomerSelect = (event) => {
-	// Store selected customer for contact lookup
-	selectedCustomerData.value = event.value;
-	// Reset contact data when customer changes
-	formData.value.contactName = "";
-	formData.value.phoneNumber = "";
-	formData.value.email = "";
-};
-
-// Contact search
-const searchContacts = async (event) => {
-	if (!selectedCustomerData.value) {
-		contactSuggestions.value = [];
-		return;
-	}
-
-	try {
-		// TODO: Implement contact search API method
-		// For now, just allow typing
-		contactSuggestions.value = [event.query];
-	} catch (error) {
-		console.error("Error searching contacts:", error);
-		contactSuggestions.value = [];
-	}
-};
-
-const onContactSelect = (event) => {
-	// TODO: Auto-populate phone and email from selected contact
-	// For now, just set the name
-	formData.value.contactName = event.value;
+	populateFormFromClientData();
 };

 // Save/Cancel actions
@ -579,33 +472,37 @@ const handleSave = async () => {
 	isSubmitting.value = true;

 	try {
+		// Prepare client data for upsert
+		const clientData = {
+			customerName: formData.value.customerName,
+			customerType: formData.value.customerType,
+			addressTitle: formData.value.addressTitle,
+			addressLine1: formData.value.addressLine1,
+			addressLine2: formData.value.addressLine2,
+			pincode: formData.value.pincode,
+			city: formData.value.city,
+			state: formData.value.state,
+			firstName: formData.value.firstName,
+			lastName: formData.value.lastName,
+			phoneNumber: formData.value.phoneNumber,
+			email: formData.value.email,
+		};
+
+		console.log("Upserting client with data:", clientData);
+
+		// Call the upsert API
+		const result = await Api.createClient(clientData);
+
+		// Calculate full address for redirect
+		const fullAddressParts = [formData.value.addressLine1];
+		if (formData.value.addressLine2?.trim()) {
+			fullAddressParts.push(formData.value.addressLine2);
+		}
+		fullAddressParts.push(`${formData.value.city}, ${formData.value.state}`);
+		fullAddressParts.push(formData.value.pincode);
+		const fullAddress = fullAddressParts.join(" ");
+
 		if (props.isNew) {
-			// Create new client
-			const clientData = {
-				customerName: formData.value.customerName,
-				customerType: formData.value.customerType,
-				addressLine1: formData.value.addressLine1,
-				addressLine2: formData.value.addressLine2,
-				zipcode: formData.value.zipcode,
-				city: formData.value.city,
-				state: formData.value.state,
-				contactName: formData.value.contactName,
-				phoneNumber: formData.value.phoneNumber,
-				email: formData.value.email,
-			};
-
-			// TODO: Implement API call to create client
-			console.log("Would create client with data:", clientData);
-
-			// For now, just show success and redirect
-			const fullAddress = DataUtils.calculateFullAddress({
-				addressLine1: formData.value.addressLine1,
-				addressLine2: formData.value.addressLine2,
-				city: formData.value.city,
-				state: formData.value.state,
-				pincode: formData.value.zipcode,
-			});
-
 			notificationStore.addSuccess(
 				`Client ${formData.value.customerName} created successfully!`,
 			);
@ -619,12 +516,11 @@ const handleSave = async () => {
 				},
 			});
 		} else {
-			// Update existing client (edit mode)
-			// TODO: Implement API call to update client
-			console.log("Would update client with data:", formData.value);
-
 			notificationStore.addSuccess("Client updated successfully!");
 			editMode.value = false;
+
+			// Reload the client data
+			// Note: Parent component should handle reloading
 		}
 	} catch (error) {
 		console.error("Error saving client:", error);
@ -636,8 +532,8 @@ const handleSave = async () => {

 const handleCancel = () => {
 	if (props.isNew) {
-		// Go back for new client
-		router.back();
+		// Clear form for new client
+		resetForm();
 	} else {
 		// Exit edit mode and restore original data
 		editMode.value = false;
--- a/frontend/src/main.js
+++ b/frontend/src/main.js
@ -7,6 +7,7 @@ import { globalSettings } from "./globalSettings";
 import { createPinia } from "pinia";

 // Vuetify
+import "@primeuix/themes/aura";
 import "vuetify/styles";
 import { createVuetify } from "vuetify";
 import * as components from "vuetify/components";
--- a/frontend/src/style.css
+++ b/frontend/src/style.css
@ -55,3 +55,19 @@
 	justify-content: flex-end;
 	gap: 5px;
 }
+
+/* Fix ToggleSwitch z-index so slider is visible but input receives clicks */
+.p-toggleswitch {
+	position: relative;
+}
+
+.p-toggleswitch-slider {
+	position: relative;
+	z-index: 0;
+	pointer-events: none;
+}
+
+.p-toggleswitch-input {
+	position: absolute;
+	z-index: 1;
+}