manager is pickd from the user tam and search user by dispaly name strategy

src/App.tsx

@@ -24,16 +24,9 @@ import { ApprovalActionModal } from '@/components/modals/ApprovalActionModal';
 import { Toaster } from '@/components/ui/sonner';
 import { toast } from 'sonner';
 import { CUSTOM_REQUEST_DATABASE } from '@/utils/customRequestDatabase';
-import { CLAIM_MANAGEMENT_DATABASE } from '@/utils/claimManagementDatabase';
 import { AuthCallback } from '@/pages/Auth/AuthCallback';
 import { createClaimRequest } from '@/services/dealerClaimApi';
-
+import { ManagerSelectionModal } from '@/components/modals/ManagerSelectionModal';
-// Combined Request Database for backward compatibility
-// This combines both custom and claim management requests
-export const REQUEST_DATABASE: any = {
-  ...CUSTOM_REQUEST_DATABASE,
-  ...CLAIM_MANAGEMENT_DATABASE
-};
 
 interface AppProps {
   onLogout?: () => void;
@@ -62,6 +55,20 @@ function AppRoutes({ onLogout }: AppProps) {
   const [dynamicRequests, setDynamicRequests] = useState<any[]>([]);
   const [selectedRequestId, setSelectedRequestId] = useState<string>('');
   const [selectedRequestTitle, setSelectedRequestTitle] = useState<string>('');
+  const [managerModalOpen, setManagerModalOpen] = useState(false);
+  const [managerModalData, setManagerModalData] = useState<{
+    errorType: 'NO_MANAGER_FOUND' | 'MULTIPLE_MANAGERS_FOUND';
+    managers?: Array<{
+      userId: string;
+      email: string;
+      displayName: string;
+      firstName?: string;
+      lastName?: string;
+      department?: string;
+    }>;
+    message?: string;
+    pendingClaimData?: any;
+  } | null>(null);
 
   // Retrieve dynamic requests from localStorage on mount
   useEffect(() => {
@@ -266,7 +273,7 @@ function AppRoutes({ onLogout }: AppProps) {
     setApprovalAction(null);
   };
 
-  const handleClaimManagementSubmit = async (claimData: any) => {
+  const handleClaimManagementSubmit = async (claimData: any, selectedManagerEmail?: string) => {
     try {
       // Prepare payload for API
       const payload = {
@@ -283,12 +290,17 @@ function AppRoutes({ onLogout }: AppProps) {
         periodStartDate: claimData.periodStartDate ? new Date(claimData.periodStartDate).toISOString() : undefined,
         periodEndDate: claimData.periodEndDate ? new Date(claimData.periodEndDate).toISOString() : undefined,
         estimatedBudget: claimData.estimatedBudget || undefined,
+        selectedManagerEmail: selectedManagerEmail || undefined,
       };
 
       // Call API to create claim request
       const response = await createClaimRequest(payload);
       const createdRequest = response.request;
 
+      // Close manager modal if open
+      setManagerModalOpen(false);
+      setManagerModalData(null);
+
       toast.success('Claim Request Submitted', {
         description: 'Your claim management request has been created successfully.',
       });
@@ -301,6 +313,36 @@ function AppRoutes({ onLogout }: AppProps) {
       }
     } catch (error: any) {
       console.error('[App] Error creating claim request:', error);
+      
+      // Check for manager-related errors
+      const errorData = error?.response?.data;
+      const errorCode = errorData?.code || errorData?.error?.code;
+      
+      if (errorCode === 'NO_MANAGER_FOUND') {
+        // Show modal for no manager found
+        setManagerModalData({
+          errorType: 'NO_MANAGER_FOUND',
+          message: errorData?.message || errorData?.error?.message || 'No reporting manager found. Please ensure your manager is correctly configured in the system.',
+          pendingClaimData: claimData,
+        });
+        setManagerModalOpen(true);
+        return;
+      }
+      
+      if (errorCode === 'MULTIPLE_MANAGERS_FOUND') {
+        // Show modal with manager list for selection
+        const managers = errorData?.managers || errorData?.error?.managers || [];
+        setManagerModalData({
+          errorType: 'MULTIPLE_MANAGERS_FOUND',
+          managers: managers,
+          message: errorData?.message || errorData?.error?.message || 'Multiple managers found. Please select one.',
+          pendingClaimData: claimData,
+        });
+        setManagerModalOpen(true);
+        return;
+      }
+      
+      // Other errors - show toast
       const errorMessage = error?.response?.data?.message || error?.message || 'Failed to create claim request';
       toast.error('Failed to Submit Claim Request', {
         description: errorMessage,
@@ -719,6 +761,27 @@ function AppRoutes({ onLogout }: AppProps) {
         }}
       />
 
+      {/* Manager Selection Modal */}
+      <ManagerSelectionModal
+        open={managerModalOpen}
+        onClose={() => {
+          setManagerModalOpen(false);
+          setManagerModalData(null);
+        }}
+        onSelect={async (managerEmail: string) => {
+          if (managerModalData?.pendingClaimData) {
+            // Retry creating claim request with selected manager
+            // The pendingClaimData contains all the form data from the wizard
+            // This preserves the entire submission state while waiting for manager selection
+            await handleClaimManagementSubmit(managerModalData.pendingClaimData, managerEmail);
+          }
+        }}
+        managers={managerModalData?.managers}
+        errorType={managerModalData?.errorType || 'NO_MANAGER_FOUND'}
+        message={managerModalData?.message}
+        isLoading={false} // Will be set to true during retry if needed
+      />
+
       {/* Approval Action Modal */}
       {approvalAction && (
         <ApprovalActionModal

src/components/modals/ManagerSelectionModal.tsx

@@ -0,0 +1,164 @@
+/**
+ * Manager Selection Modal
+ * Shows when multiple managers are found or no manager is found
+ * Allows user to select a manager from the list
+ */
+
+import { Dialog, DialogContent, DialogDescription, DialogHeader, DialogTitle } from '@/components/ui/dialog';
+import { Button } from '@/components/ui/button';
+import { AlertCircle, CheckCircle2, User, Mail, Building2 } from 'lucide-react';
+import { Badge } from '@/components/ui/badge';
+
+interface Manager {
+  userId: string;
+  email: string;
+  displayName: string;
+  firstName?: string;
+  lastName?: string;
+  department?: string;
+}
+
+interface ManagerSelectionModalProps {
+  open: boolean;
+  onClose: () => void;
+  onSelect: (managerEmail: string) => void;
+  managers?: Manager[];
+  errorType: 'NO_MANAGER_FOUND' | 'MULTIPLE_MANAGERS_FOUND';
+  message?: string;
+  isLoading?: boolean;
+}
+
+export function ManagerSelectionModal({
+  open,
+  onClose,
+  onSelect,
+  managers = [],
+  errorType,
+  message,
+  isLoading = false,
+}: ManagerSelectionModalProps) {
+  const handleSelect = (managerEmail: string) => {
+    onSelect(managerEmail);
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onClose}>
+      <DialogContent className="sm:max-w-[600px]">
+        <DialogHeader>
+          <DialogTitle className="flex items-center gap-2">
+            {errorType === 'NO_MANAGER_FOUND' ? (
+              <>
+                <AlertCircle className="w-5 h-5 text-amber-500" />
+                Manager Not Found
+              </>
+            ) : (
+              <>
+                <CheckCircle2 className="w-5 h-5 text-blue-500" />
+                Select Your Manager
+              </>
+            )}
+          </DialogTitle>
+          <DialogDescription>
+            {errorType === 'NO_MANAGER_FOUND' ? (
+              <div className="mt-2">
+                <p className="text-sm text-gray-600">
+                  {message || 'No reporting manager found in the system. Please ensure your manager is correctly configured in your profile.'}
+                </p>
+                <p className="text-sm text-gray-500 mt-2">
+                  Please contact your administrator to update your manager information, or try again later.
+                </p>
+              </div>
+            ) : (
+              <div className="mt-2">
+                <p className="text-sm text-gray-600">
+                  {message || 'Multiple managers were found with the same name. Please select the correct manager from the list below.'}
+                </p>
+              </div>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="mt-4">
+          {errorType === 'NO_MANAGER_FOUND' ? (
+            <div className="bg-amber-50 border border-amber-200 rounded-lg p-4">
+              <div className="flex items-start gap-3">
+                <AlertCircle className="w-5 h-5 text-amber-600 flex-shrink-0 mt-0.5" />
+                <div className="flex-1">
+                  <p className="text-sm font-medium text-amber-900">
+                    Unable to Proceed
+                  </p>
+                  <p className="text-sm text-amber-700 mt-1">
+                    We couldn't find your reporting manager in the system. The claim request cannot be created without a valid manager assigned.
+                  </p>
+                </div>
+              </div>
+            </div>
+          ) : (
+            <div className="space-y-3 max-h-[400px] overflow-y-auto">
+              {managers.map((manager) => (
+                <div
+                  key={manager.userId}
+                  className="border rounded-lg p-4 hover:bg-gray-50 transition-colors cursor-pointer"
+                  onClick={() => !isLoading && handleSelect(manager.email)}
+                >
+                  <div className="flex items-start justify-between gap-4">
+                    <div className="flex items-start gap-3 flex-1">
+                      <div className="w-10 h-10 rounded-full bg-blue-100 flex items-center justify-center flex-shrink-0">
+                        <User className="w-5 h-5 text-blue-600" />
+                      </div>
+                      <div className="flex-1 min-w-0">
+                        <div className="flex items-center gap-2 mb-1">
+                          <p className="font-medium text-gray-900">
+                            {manager.displayName || `${manager.firstName || ''} ${manager.lastName || ''}`.trim() || 'Unknown'}
+                          </p>
+                        </div>
+                        <div className="space-y-1">
+                          <div className="flex items-center gap-2 text-sm text-gray-600">
+                            <Mail className="w-4 h-4" />
+                            <span className="truncate">{manager.email}</span>
+                          </div>
+                          {manager.department && (
+                            <div className="flex items-center gap-2 text-sm text-gray-500">
+                              <Building2 className="w-4 h-4" />
+                              <span>{manager.department}</span>
+                            </div>
+                          )}
+                        </div>
+                      </div>
+                    </div>
+                    <Button
+                      onClick={(e) => {
+                        e.stopPropagation();
+                        handleSelect(manager.email);
+                      }}
+                      disabled={isLoading}
+                      className="flex-shrink-0"
+                      size="sm"
+                    >
+                      Select
+                    </Button>
+                  </div>
+                </div>
+              ))}
+            </div>
+          )}
+        </div>
+
+        <div className="flex justify-end gap-3 mt-6">
+          {errorType === 'NO_MANAGER_FOUND' ? (
+            <Button onClick={onClose} variant="outline">
+              Close
+            </Button>
+          ) : (
+            <>
+              <Button onClick={onClose} variant="outline" disabled={isLoading}>
+                Cancel
+              </Button>
+            </>
+          )}
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+}
+

src/pages/RequestDetail/RequestDetail.tsx

@@ -151,23 +151,55 @@ function RequestDetailInner({ requestId: propRequestId, onBack, dynamicRequests
     (level.levelNumber || level.level_number) === 3
   );
   const deptLeadUserId = step3Level?.approverId || step3Level?.approver?.userId;
-  const isDeptLead = deptLeadUserId && deptLeadUserId === currentUserId;
+  const deptLeadEmail = (step3Level?.approverEmail || step3Level?.approver?.email || step3Level?.approverEmail || '').toLowerCase().trim();
+  
+  // Check if user is department lead by userId or email (case-insensitive)
+  const isDeptLead = (deptLeadUserId && deptLeadUserId === currentUserId) || 
+                     (deptLeadEmail && currentUserEmail && deptLeadEmail === currentUserEmail);
+  
+  // Get step 3 status (case-insensitive check)
+  const step3Status = step3Level?.status ? String(step3Level.status).toUpperCase() : '';
+  const isStep3PendingOrInProgress = step3Status === 'PENDING' || 
+                                     step3Status === 'IN_PROGRESS';
+  
+  // Check if user is current approver for step 3 (can access IO tab when step is pending/in-progress)
+  // Also check if currentLevel is 3 (workflow is at step 3)
+  const currentLevel = apiRequest?.currentLevel || apiRequest?.current_level || 0;
+  const isStep3CurrentLevel = currentLevel === 3;
+  
+  const isStep3CurrentApprover = step3Level && isStep3PendingOrInProgress && isStep3CurrentLevel && (
+    (deptLeadUserId && deptLeadUserId === currentUserId) || 
+    (deptLeadEmail && currentUserEmail && deptLeadEmail === currentUserEmail)
+  );
   
   // Check if IO tab should be visible (for initiator and department lead in claim management requests)
+  // Department lead can access IO tab when they are the current approver for step 3 (to fetch and block IO)
   const showIOTab = isClaimManagementRequest(apiRequest) && 
-                    (isUserInitiator || isDeptLead);
+                    (isUserInitiator || isDeptLead || isStep3CurrentApprover);
   
   // Debug logging for troubleshooting
   console.debug('[RequestDetail] IO Tab visibility:', {
     isClaimManagement: isClaimManagementRequest(apiRequest),
     isUserInitiator,
     isDeptLead,
+    isStep3CurrentApprover,
     currentUserId,
     currentUserEmail,
     initiatorUserId,
     initiatorEmail,
-    step3Level: step3Level ? { levelNumber: step3Level.levelNumber || step3Level.level_number, approverId: step3Level.approverId || step3Level.approver?.userId } : null,
+    currentLevel,
+    isStep3CurrentLevel,
+    step3Level: step3Level ? { 
+      levelNumber: step3Level.levelNumber || step3Level.level_number, 
+      approverId: step3Level.approverId || step3Level.approver?.userId,
+      approverEmail: step3Level.approverEmail || step3Level.approver?.email,
+      status: step3Level.status,
+      statusUpper: step3Status,
+      isPendingOrInProgress: isStep3PendingOrInProgress
+    } : null,
     deptLeadUserId,
+    deptLeadEmail,
+    emailMatch: deptLeadEmail && currentUserEmail ? deptLeadEmail === currentUserEmail : false,
     showIOTab,
   });
 

src/pages/RequestDetail/components/claim-cards/ProposalDetailsCard.tsx

@@ -27,6 +27,26 @@ interface ProposalDetailsCardProps {
 }
 
 export function ProposalDetailsCard({ proposalDetails, className }: ProposalDetailsCardProps) {
+  // Calculate estimated total from costBreakup if not provided
+  const calculateEstimatedTotal = () => {
+    if (proposalDetails.estimatedBudgetTotal !== undefined && proposalDetails.estimatedBudgetTotal !== null) {
+      return proposalDetails.estimatedBudgetTotal;
+    }
+    
+    // Calculate sum from costBreakup items
+    if (proposalDetails.costBreakup && proposalDetails.costBreakup.length > 0) {
+      const total = proposalDetails.costBreakup.reduce((sum, item) => {
+        const amount = item.amount || 0;
+        return sum + (Number.isNaN(amount) ? 0 : amount);
+      }, 0);
+      return total;
+    }
+    
+    return 0;
+  };
+
+  const estimatedTotal = calculateEstimatedTotal();
+
   const formatCurrency = (amount?: number | null) => {
     if (amount === undefined || amount === null || Number.isNaN(amount)) {
       return '₹0.00';
@@ -99,7 +119,7 @@ export function ProposalDetailsCard({ proposalDetails, className }: ProposalDeta
                     Estimated Budget (Total)
                   </td>
                   <td className="px-4 py-3 text-sm text-green-700 text-right">
-                    {formatCurrency(proposalDetails.estimatedBudgetTotal)}
+                    {formatCurrency(estimatedTotal)}
                   </td>
                 </tr>
               </tbody>

src/pages/RequestDetail/components/modals/EmailNotificationTemplateModal.tsx

@@ -0,0 +1,148 @@
+/**
+ * EmailNotificationTemplateModal Component
+ * Modal for displaying email notification templates for automated workflow steps
+ * Used for Step 4: Activity Creation and other auto-triggered steps
+ */
+
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from '@/components/ui/dialog';
+import { Button } from '@/components/ui/button';
+import { Badge } from '@/components/ui/badge';
+import { Mail, User, Building, Calendar, X } from 'lucide-react';
+
+interface EmailNotificationTemplateModalProps {
+  isOpen: boolean;
+  onClose: () => void;
+  stepNumber: number;
+  stepName: string;
+  requestNumber?: string;
+  recipientEmail?: string;
+  subject?: string;
+  emailBody?: string;
+}
+
+export function EmailNotificationTemplateModal({
+  isOpen,
+  onClose,
+  stepNumber,
+  stepName,
+  requestNumber = 'RE-REQ-2024-CM-101',
+  recipientEmail = 'system@royalenfield.com',
+  subject,
+  emailBody,
+}: EmailNotificationTemplateModalProps) {
+  // Default subject if not provided
+  const defaultSubject = `System Notification: Activity Created - ${requestNumber}`;
+  const finalSubject = subject || defaultSubject;
+
+  // Default email body if not provided
+  const defaultEmailBody = `System Notification
+
+Activity has been automatically created for claim ${requestNumber}.
+
+All stakeholders have been notified.
+
+This is an automated message.`;
+
+  const finalEmailBody = emailBody || defaultEmailBody;
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onClose}>
+      <DialogContent className="sm:max-w-2xl max-w-2xl">
+        <DialogHeader>
+          <div className="flex items-center justify-between">
+            <div className="flex items-center gap-3">
+              <div className="w-10 h-10 rounded-full bg-blue-100 flex items-center justify-center">
+                <Mail className="w-5 h-5 text-blue-600" />
+              </div>
+              <div>
+                <DialogTitle className="text-lg leading-none font-semibold">
+                  Email Notification Template
+                </DialogTitle>
+                <DialogDescription className="text-sm">
+                  Step {stepNumber}: {stepName}
+                </DialogDescription>
+              </div>
+            </div>
+          </div>
+        </DialogHeader>
+
+        <div className="space-y-4">
+          {/* Email Header Section */}
+          <div className="bg-gradient-to-r from-blue-50 to-purple-50 rounded-lg p-4 border border-blue-200">
+            <div className="space-y-2">
+              <div className="flex items-start gap-2">
+                <User className="w-4 h-4 text-gray-600 mt-0.5 flex-shrink-0" />
+                <div className="flex-1">
+                  <p className="text-xs text-gray-600">To:</p>
+                  <p className="text-sm font-medium text-gray-900">{recipientEmail}</p>
+                </div>
+              </div>
+              <div className="flex items-start gap-2">
+                <Mail className="w-4 h-4 text-gray-600 mt-0.5 flex-shrink-0" />
+                <div className="flex-1">
+                  <p className="text-xs text-gray-600">Subject:</p>
+                  <p className="text-sm font-semibold text-gray-900">{finalSubject}</p>
+                </div>
+              </div>
+            </div>
+          </div>
+
+          {/* Email Body Section */}
+          <div className="bg-white rounded-lg border border-gray-200 p-6">
+            <div className="space-y-4">
+              {/* Company Header */}
+              <div className="flex items-center gap-2 pb-3 border-b border-gray-200">
+                <Building className="w-5 h-5 text-purple-600" />
+                <span className="font-semibold text-gray-900">Royal Enfield</span>
+              </div>
+
+              {/* Email Content */}
+              <div className="prose prose-sm max-w-none">
+                <pre className="whitespace-pre-wrap font-sans text-sm text-gray-700 leading-relaxed bg-transparent p-0 border-0">
+                  {finalEmailBody}
+                </pre>
+              </div>
+
+              {/* Footer */}
+              <div className="pt-3 border-t border-gray-200">
+                <div className="flex items-center gap-2 text-xs text-gray-500">
+                  <Calendar className="w-3 h-3" />
+                  <span>Automated email • Royal Enfield Claims Portal</span>
+                </div>
+              </div>
+            </div>
+          </div>
+
+          {/* Badges */}
+          <div className="flex items-center gap-2">
+            <Badge className="bg-blue-50 text-blue-700 border-blue-200">
+              Step {stepNumber}
+            </Badge>
+            <Badge className="bg-purple-50 text-purple-700 border-purple-200">
+              Auto-triggered
+            </Badge>
+          </div>
+        </div>
+
+        {/* Footer */}
+        <div className="flex justify-end gap-2 pt-2">
+          <Button
+            variant="outline"
+            onClick={onClose}
+            className="h-9"
+          >
+            <X className="w-4 h-4 mr-2" />
+            Close
+          </Button>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+}
+

src/pages/RequestDetail/components/tabs/DealerClaimWorkflowTab.tsx

@@ -20,6 +20,7 @@ import { InitiatorProposalApprovalModal } from '../modals/InitiatorProposalAppro
 import { DeptLeadIOApprovalModal } from '../modals/DeptLeadIOApprovalModal';
 import { DealerCompletionDocumentsModal } from '../modals/DealerCompletionDocumentsModal';
 import { CreditNoteSAPModal } from '../modals/CreditNoteSAPModal';
+import { EmailNotificationTemplateModal } from '../modals/EmailNotificationTemplateModal';
 import { toast } from 'sonner';
 import { submitProposal, updateIODetails, submitCompletion, updateEInvoice } from '@/services/dealerClaimApi';
 import { getWorkflowDetails, approveLevel, rejectLevel } from '@/services/workflowApi';
@@ -161,6 +162,8 @@ export function DealerClaimWorkflowTab({
   const [showIOApprovalModal, setShowIOApprovalModal] = useState(false);
   const [showCompletionModal, setShowCompletionModal] = useState(false);
   const [showCreditNoteModal, setShowCreditNoteModal] = useState(false);
+  const [showEmailTemplateModal, setShowEmailTemplateModal] = useState(false);
+  const [selectedStepForEmail, setSelectedStepForEmail] = useState<{ stepNumber: number; stepName: string } | null>(null);
   
   // Load approval flows from real API
   const [approvalFlow, setApprovalFlow] = useState<any[]>([]);
@@ -895,14 +898,17 @@ export function DealerClaimWorkflowTab({
                           <Badge className={getStepBadgeVariant(step.status)}>
                             {step.status.toLowerCase()}
                           </Badge>
-                          {/* Email Template Button (Step 4) */}
+                          {/* Email Template Button (Step 4) - Show when approved */}
-                          {step.step === 4 && step.emailTemplateUrl && (
+                          {step.step === 4 && step.status === 'approved' && (
                             <Button
                               variant="ghost"
                               size="sm"
                               className="h-6 w-6 p-0 hover:bg-blue-100"
                               title="View email template"
-                              onClick={() => window.open(step.emailTemplateUrl, '_blank')}
+                              onClick={() => {
+                                setSelectedStepForEmail({ stepNumber: step.step, stepName: step.title });
+                                setShowEmailTemplateModal(true);
+                              }}
                             >
                               <Mail className="w-3.5 h-3.5 text-blue-600" />
                             </Button>
@@ -1235,6 +1241,19 @@ export function DealerClaimWorkflowTab({
       requestId={request?.requestId || request?.id}
       dueDate={request?.dueDate}
     />
+
+    {/* Email Notification Template Modal */}
+    <EmailNotificationTemplateModal
+      isOpen={showEmailTemplateModal}
+      onClose={() => {
+        setShowEmailTemplateModal(false);
+        setSelectedStepForEmail(null);
+      }}
+      stepNumber={selectedStepForEmail?.stepNumber || 4}
+      stepName={selectedStepForEmail?.stepName || 'Activity Creation'}
+      requestNumber={request?.requestNumber || request?.id || request?.request_number}
+      recipientEmail="system@royalenfield.com"
+    />
     </>
   );
 }

src/pages/RequestDetail/components/tabs/IOTab.tsx

@@ -13,9 +13,11 @@ import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/com
 import { Button } from '@/components/ui/button';
 import { Input } from '@/components/ui/input';
 import { Label } from '@/components/ui/label';
-import { DollarSign, Download, CircleCheckBig, AlertCircle } from 'lucide-react';
+import { Badge } from '@/components/ui/badge';
+import { DollarSign, Download, CircleCheckBig, Target } from 'lucide-react';
 import { toast } from 'sonner';
-import { updateIODetails, getClaimDetails } from '@/services/dealerClaimApi';
+import { validateIO, updateIODetails, getClaimDetails } from '@/services/dealerClaimApi';
+import { useAuth } from '@/contexts/AuthContext';
 
 interface IOTabProps {
   request: any;
@@ -26,13 +28,16 @@ interface IOTabProps {
 interface IOBlockedDetails {
   ioNumber: string;
   blockedAmount: number;
-  availableBalance: number;
+  availableBalance: number; // Available amount before block
+  remainingBalance: number; // Remaining amount after block
   blockedDate: string;
+  blockedBy: string; // User who blocked
   sapDocumentNumber: string;
   status: 'blocked' | 'released' | 'failed';
 }
 
 export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
+  const { user } = useAuth();
   const requestId = apiRequest?.requestId || request?.requestId;
   
   // Load existing IO data from apiRequest or request
@@ -42,21 +47,36 @@ export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
   const existingAvailableBalance = internalOrder?.ioAvailableBalance || internalOrder?.io_available_balance || 0;
   const existingRemainingBalance = internalOrder?.ioRemainingBalance || internalOrder?.io_remaining_balance || 0;
   const sapDocNumber = internalOrder?.sapDocumentNumber || internalOrder?.sap_document_number || '';
+  // Get organizer user object from association (organizer) or fallback to organizedBy UUID
+  const organizer = internalOrder?.organizer || null;
   
   const [ioNumber, setIoNumber] = useState(existingIONumber);
   const [fetchingAmount, setFetchingAmount] = useState(false);
   const [fetchedAmount, setFetchedAmount] = useState<number | null>(null);
+  const [amountToBlock, setAmountToBlock] = useState<string>('');
   const [blockedDetails, setBlockedDetails] = useState<IOBlockedDetails | null>(null);
   const [blockingBudget, setBlockingBudget] = useState(false);
 
   // Load existing IO block details from apiRequest
   useEffect(() => {
-    if (internalOrder && existingIONumber) {
+    if (internalOrder && existingIONumber && existingBlockedAmount > 0) {
+      const availableBeforeBlock = Number(existingAvailableBalance) + Number(existingBlockedAmount) || Number(existingAvailableBalance);
+      // Get blocked by user name from organizer association (who blocked the amount)
+      // When amount is blocked, organizedBy stores the user who blocked it
+      const blockedByName = organizer?.displayName || 
+                           organizer?.display_name || 
+                           organizer?.name || 
+                           (organizer?.firstName && organizer?.lastName ? `${organizer.firstName} ${organizer.lastName}`.trim() : null) ||
+                           organizer?.email ||
+                           'Unknown User';
+      
       setBlockedDetails({
         ioNumber: existingIONumber,
         blockedAmount: Number(existingBlockedAmount) || 0,
-        availableBalance: Number(existingAvailableBalance) || 0,
+        availableBalance: availableBeforeBlock, // Available amount before block
+        remainingBalance: Number(existingRemainingBalance) || Number(existingAvailableBalance),
         blockedDate: internalOrder.organizedAt || internalOrder.organized_at || new Date().toISOString(),
+        blockedBy: blockedByName,
         sapDocumentNumber: sapDocNumber,
         status: (internalOrder.status === 'BLOCKED' ? 'blocked' : 
                 internalOrder.status === 'RELEASED' ? 'released' : 'blocked') as 'blocked' | 'released' | 'failed',
@@ -64,16 +84,16 @@ export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
       setIoNumber(existingIONumber);
       
       // Set fetched amount if available balance exists
-      if (existingAvailableBalance > 0) {
+      if (availableBeforeBlock > 0) {
-        setFetchedAmount(Number(existingAvailableBalance));
+        setFetchedAmount(availableBeforeBlock);
       }
     }
-  }, [internalOrder, existingIONumber, existingBlockedAmount, existingAvailableBalance, existingRemainingBalance, sapDocNumber]);
+  }, [internalOrder, existingIONumber, existingBlockedAmount, existingAvailableBalance, existingRemainingBalance, sapDocNumber, organizer]);
 
   /**
    * Fetch available budget from SAP
-   * Validates IO number and gets available balance
+   * Validates IO number and gets available balance (returns dummy data for now)
-   * Calls updateIODetails with blockedAmount=0 to validate without blocking
+   * Does not store anything in database - only validates
    */
   const handleFetchAmount = async () => {
     if (!ioNumber.trim()) {
@@ -88,32 +108,18 @@ export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
 
     setFetchingAmount(true);
     try {
-      // Validate IO number by calling updateIODetails with blockedAmount=0
+      // Call validate IO endpoint - returns dummy data for now, will integrate with SAP later
-      // This validates the IO with SAP and returns available balance without blocking
+      const ioData = await validateIO(requestId, ioNumber.trim());
-      // The backend will validate the IO number and return the availableBalance from SAP
-      await updateIODetails(requestId, {
-        ioNumber: ioNumber.trim(),
-        ioAvailableBalance: 0, // Will be fetched from SAP validation by backend
-        ioBlockedAmount: 0, // No blocking, just validation
-        ioRemainingBalance: 0, // Will be calculated by backend
-      });
       
-      // Fetch updated claim details to get the validated IO data
+      if (ioData.isValid && ioData.availableBalance > 0) {
-      const claimData = await getClaimDetails(requestId);
+        setFetchedAmount(ioData.availableBalance);
-      const updatedInternalOrder = claimData?.internalOrder || claimData?.internal_order;
+        // Pre-fill amount to block with available balance
-      
+        setAmountToBlock(String(ioData.availableBalance));
-      if (updatedInternalOrder) {
+        toast.success(`IO fetched from SAP. Available balance: ₹${ioData.availableBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`);
-        const availableBalance = Number(updatedInternalOrder.ioAvailableBalance || updatedInternalOrder.io_available_balance || 0);
-        if (availableBalance > 0) {
-          setFetchedAmount(availableBalance);
-          toast.success(`IO validated successfully. Available balance: ₹${availableBalance.toLocaleString('en-IN')}`);
-        } else {
-          toast.error('No available balance found for this IO number');
-          setFetchedAmount(null);
-        }
       } else {
-        toast.error('Failed to fetch IO details after validation');
+        toast.error('Invalid IO number or no available balance found');
         setFetchedAmount(null);
+        setAmountToBlock('');
       }
     } catch (error: any) {
       console.error('Failed to fetch IO budget:', error);
@@ -139,27 +145,27 @@ export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
       return;
     }
 
-    // Get claim amount from budget tracking or proposal details
+    const blockAmount = parseFloat(amountToBlock);
-    const claimAmount = apiRequest?.budgetTracking?.proposalEstimatedBudget || 
-                       apiRequest?.proposalDetails?.totalEstimatedBudget ||
-                       apiRequest?.claimDetails?.estimatedBudget ||
-                       request?.claimAmount || 
-                       request?.amount || 
-                       0;
     
-    if (claimAmount > fetchedAmount) {
+    if (!amountToBlock || isNaN(blockAmount) || blockAmount <= 0) {
-      toast.error('Claim amount exceeds available IO budget');
+      toast.error('Please enter a valid amount to block');
+      return;
+    }
+    
+    if (blockAmount > fetchedAmount) {
+      toast.error('Amount to block exceeds available IO budget');
       return;
     }
 
     setBlockingBudget(true);
     try {
-      // Call updateIODetails with blockedAmount to block budget in SAP
+      // Call updateIODetails with blockedAmount to block budget in SAP and store in database
+      // This will store in internal_orders and claim_budget_tracking tables
       await updateIODetails(requestId, {
         ioNumber: ioNumber.trim(),
         ioAvailableBalance: fetchedAmount,
-        ioBlockedAmount: claimAmount,
+        ioBlockedAmount: blockAmount,
-        ioRemainingBalance: fetchedAmount - claimAmount,
+        ioRemainingBalance: fetchedAmount - blockAmount,
       });
       
       // Fetch updated claim details to get the blocked IO data
@@ -167,16 +173,29 @@ export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
       const updatedInternalOrder = claimData?.internalOrder || claimData?.internal_order;
       
       if (updatedInternalOrder) {
+        const currentUser = user as any;
+        // When blocking, always use the current user who is performing the block action
+        // The organizer association may be from initial IO organization, but we want who blocked the amount
+        const blockedByName = currentUser?.displayName || 
+                             currentUser?.display_name || 
+                             currentUser?.name || 
+                             (currentUser?.firstName && currentUser?.lastName ? `${currentUser.firstName} ${currentUser.lastName}`.trim() : null) ||
+                             currentUser?.email || 
+                             'Current User';
+        
         const blocked: IOBlockedDetails = {
           ioNumber: updatedInternalOrder.ioNumber || updatedInternalOrder.io_number || ioNumber,
-          blockedAmount: Number(updatedInternalOrder.ioBlockedAmount || updatedInternalOrder.io_blocked_amount || claimAmount),
+          blockedAmount: Number(updatedInternalOrder.ioBlockedAmount || updatedInternalOrder.io_blocked_amount || blockAmount),
-          availableBalance: Number(updatedInternalOrder.ioAvailableBalance || updatedInternalOrder.io_available_balance || fetchedAmount),
+          availableBalance: fetchedAmount, // Available amount before block
+          remainingBalance: Number(updatedInternalOrder.ioRemainingBalance || updatedInternalOrder.io_remaining_balance || (fetchedAmount - blockAmount)),
           blockedDate: updatedInternalOrder.organizedAt || updatedInternalOrder.organized_at || new Date().toISOString(),
+          blockedBy: blockedByName,
           sapDocumentNumber: updatedInternalOrder.sapDocumentNumber || updatedInternalOrder.sap_document_number || '',
           status: 'blocked',
         };
         
         setBlockedDetails(blocked);
+        setAmountToBlock(''); // Clear the input
         toast.success('IO budget blocked successfully in SAP');
         
         // Refresh request details
@@ -236,14 +255,6 @@ export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
     }
   };
 
-  // Get claim amount for display purposes (from budget tracking or proposal details)
-  const claimAmount = apiRequest?.budgetTracking?.proposalEstimatedBudget || 
-                     apiRequest?.proposalDetails?.totalEstimatedBudget ||
-                     apiRequest?.claimDetails?.estimatedBudget ||
-                     request?.claimAmount || 
-                     request?.amount || 
-                     0;
-
   return (
     <div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
       {/* IO Budget Management Card */}
@@ -283,49 +294,51 @@ export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
 
           {/* Fetched Amount Display */}
           {fetchedAmount !== null && !blockedDetails && (
-            <div className="bg-green-50 border border-green-200 rounded-lg p-4 space-y-3">
+            <>
-              <div className="flex items-start justify-between">
+              <div className="bg-green-50 border-2 border-green-200 rounded-lg p-4">
-                <div>
+                <div className="flex items-center justify-between">
-                  <p className="text-sm text-green-600 font-medium">Available Budget</p>
+                  <div>
-                  <p className="text-2xl font-bold text-green-900">
+                    <p className="text-xs text-gray-600 uppercase tracking-wide mb-1">Available Amount</p>
-                    ₹{fetchedAmount.toLocaleString('en-IN')}
+                    <p className="text-2xl font-bold text-green-700">
-                  </p>
+                      ₹{fetchedAmount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
+                    </p>
+                  </div>
+                  <CircleCheckBig className="w-8 h-8 text-green-600" />
                 </div>
-                <CircleCheckBig className="w-8 h-8 text-green-600" />
+                <div className="mt-3 pt-3 border-t border-green-200">
-              </div>
+                  <p className="text-xs text-gray-600"><strong>IO Number:</strong> {ioNumber}</p>
-
+                  <p className="text-xs text-gray-600 mt-1"><strong>Fetched from:</strong> SAP System</p>
-              <div className="border-t border-green-200 pt-3 space-y-2">
-                <div className="flex justify-between text-sm">
-                  <span className="text-green-700">Claim Amount:</span>
-                  <span className="font-semibold text-green-900">
-                    ₹{claimAmount.toLocaleString('en-IN')}
-                  </span>
-                </div>
-                <div className="flex justify-between text-sm">
-                  <span className="text-green-700">Balance After Block:</span>
-                  <span className="font-semibold text-green-900">
-                    ₹{(fetchedAmount - claimAmount).toLocaleString('en-IN')}
-                  </span>
                 </div>
               </div>
 
-              {claimAmount > fetchedAmount ? (
+              {/* Amount to Block Input */}
-                <div className="flex items-center gap-2 bg-red-100 text-red-700 p-3 rounded-md">
+              <div className="space-y-3">
-                  <AlertCircle className="w-4 h-4" />
+                <Label htmlFor="blockAmount">Amount to Block *</Label>
-                  <p className="text-xs font-medium">
+                <div className="relative">
-                    Insufficient budget! Claim amount exceeds available balance.
+                  <span className="absolute left-3 top-1/2 -translate-y-1/2 text-gray-500">₹</span>
-                  </p>
+                  <Input
+                    type="number"
+                    id="blockAmount"
+                    placeholder="Enter amount to block"
+                    min="0"
+                    step="0.01"
+                    value={amountToBlock}
+                    onChange={(e) => setAmountToBlock(e.target.value)}
+                    className="pl-8"
+                  />
                 </div>
-              ) : (
+              </div>
-                <Button
+
-                  onClick={handleBlockBudget}
+              {/* Block Button */}
-                  disabled={blockingBudget}
+              <Button
-                  className="w-full bg-[#2d4a3e] hover:bg-[#1f3329]"
+                onClick={handleBlockBudget}
-                >
+                disabled={blockingBudget || !amountToBlock || parseFloat(amountToBlock) <= 0 || parseFloat(amountToBlock) > fetchedAmount}
-                  {blockingBudget ? 'Blocking in SAP...' : 'Block Budget in SAP'}
+                className="w-full bg-[#2d4a3e] hover:bg-[#1f3329]"
-                </Button>
+              >
-              )}
+                <Target className="w-4 h-4 mr-2" />
-            </div>
+                {blockingBudget ? 'Blocking in SAP...' : 'Block IO in SAP'}
+              </Button>
+            </>
           )}
         </CardContent>
       </Card>
@@ -345,64 +358,69 @@ export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
           {blockedDetails ? (
             <div className="space-y-4">
               {/* Success Banner */}
-              <div className="bg-gradient-to-r from-emerald-50 to-green-50 rounded-lg border-2 border-emerald-300 p-4">
+              <div className="bg-green-50 border-2 border-green-500 rounded-lg p-4">
-                <div className="flex items-center gap-3 mb-3">
+                <div className="flex items-start gap-3">
-                  <div className="w-10 h-10 rounded-full bg-emerald-500 flex items-center justify-center">
+                  <CircleCheckBig className="w-6 h-6 text-green-600 flex-shrink-0 mt-0.5" />
-                    <CircleCheckBig className="w-6 h-6 text-white" />
-                  </div>
                   <div>
-                    <p className="font-semibold text-emerald-900">Budget Blocked Successfully!</p>
+                    <p className="font-semibold text-green-900">IO Blocked Successfully</p>
-                    <p className="text-xs text-emerald-700">SAP integration completed</p>
+                    <p className="text-sm text-green-700 mt-1">Budget has been reserved in SAP system</p>
                   </div>
                 </div>
               </div>
 
               {/* Blocked Details */}
-              <div className="space-y-3">
+              <div className="border rounded-lg divide-y">
-                <div className="flex justify-between py-2 border-b">
+                <div className="p-4">
-                  <span className="text-sm text-gray-600">IO Number:</span>
+                  <p className="text-xs text-gray-500 uppercase tracking-wide mb-1">IO Number</p>
-                  <span className="text-sm font-semibold text-gray-900">{blockedDetails.ioNumber}</span>
+                  <p className="text-sm font-semibold text-gray-900">{blockedDetails.ioNumber}</p>
                 </div>
-                <div className="flex justify-between py-2 border-b">
+                <div className="p-4">
-                  <span className="text-sm text-gray-600">Blocked Amount:</span>
+                  <p className="text-xs text-gray-500 uppercase tracking-wide mb-1">SAP Document Number</p>
-                  <span className="text-sm font-semibold text-green-700">
+                  <p className="text-sm font-semibold text-gray-900">{blockedDetails.sapDocumentNumber || 'N/A'}</p>
-                    ₹{blockedDetails.blockedAmount.toLocaleString('en-IN')}
-                  </span>
                 </div>
-                <div className="flex justify-between py-2 border-b">
+                <div className="p-4 bg-green-50">
-                  <span className="text-sm text-gray-600">Available Balance:</span>
+                  <p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked Amount</p>
-                  <span className="text-sm font-semibold text-gray-900">
+                  <p className="text-xl font-bold text-green-700">
-                    ₹{blockedDetails.availableBalance.toLocaleString('en-IN')}
+                    ₹{blockedDetails.blockedAmount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
-                  </span>
+                  </p>
                 </div>
-                <div className="flex justify-between py-2 border-b">
+                <div className="p-4">
-                  <span className="text-sm text-gray-600">Blocked Date:</span>
+                  <p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Available Amount (Before Block)</p>
-                  <span className="text-sm font-medium text-gray-900">
+                  <p className="text-sm font-medium text-gray-900">
-                    {new Date(blockedDetails.blockedDate).toLocaleString('en-IN')}
+                    ₹{blockedDetails.availableBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
-                  </span>
+                  </p>
                 </div>
-                <div className="flex justify-between py-2 border-b">
+                <div className="p-4 bg-blue-50">
-                  <span className="text-sm text-gray-600">SAP Document No:</span>
+                  <p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Remaining Amount (After Block)</p>
-                  <span className="text-sm font-mono font-medium text-blue-700">
+                  <p className="text-sm font-bold text-blue-700">
-                    {blockedDetails.sapDocumentNumber}
+                    ₹{blockedDetails.remainingBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
-                  </span>
+                  </p>
                 </div>
-                <div className="flex justify-between py-2">
+                <div className="p-4">
-                  <span className="text-sm text-gray-600">Status:</span>
+                  <p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked By</p>
-                  <span className="text-xs font-semibold px-2 py-1 bg-green-100 text-green-800 rounded-full">
+                  <p className="text-sm font-medium text-gray-900">{blockedDetails.blockedBy}</p>
-                    {blockedDetails.status.toUpperCase()}
+                </div>
-                  </span>
+                <div className="p-4">
+                  <p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked At</p>
+                  <p className="text-sm font-medium text-gray-900">
+                    {new Date(blockedDetails.blockedDate).toLocaleString('en-IN', {
+                      year: 'numeric',
+                      month: 'short',
+                      day: 'numeric',
+                      hour: 'numeric',
+                      minute: 'numeric',
+                      hour12: true
+                    })}
+                  </p>
+                </div>
+                <div className="p-4 bg-gray-50">
+                  <p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Status</p>
+                  <Badge className="bg-green-100 text-green-800 border-green-200">
+                    <CircleCheckBig className="w-3 h-3 mr-1" />
+                    Blocked
+                  </Badge>
                 </div>
               </div>
-
-              {/* Release Button */}
-              <Button
-                variant="outline"
-                onClick={handleReleaseBudget}
-                className="w-full border-red-300 text-red-700 hover:bg-red-50"
-              >
-                Release Budget
-              </Button>
             </div>
           ) : (
             <div className="text-center py-12">

src/services/dealerClaimApi.ts

@@ -19,6 +19,7 @@ export interface CreateClaimRequestPayload {
   periodStartDate?: string; // ISO date string
   periodEndDate?: string; // ISO date string
   estimatedBudget?: string | number;
+  selectedManagerEmail?: string; // Optional: When multiple managers found, user selects one
 }
 
 export interface ClaimRequestResponse {
@@ -180,8 +181,34 @@ export async function submitCompletion(
 }
 
 /**
- * Update IO details (Step 3)
+ * Validate/Fetch IO details from SAP (returns dummy data for now)
+ * GET /api/v1/dealer-claims/:requestId/io/validate?ioNumber=IO1234
+ * This only validates and returns IO details, does not store anything
+ */
+export async function validateIO(
+  requestId: string,
+  ioNumber: string
+): Promise<{
+  ioNumber: string;
+  availableBalance: number;
+  currency: string;
+  isValid: boolean;
+}> {
+  try {
+    const response = await apiClient.get(`/dealer-claims/${requestId}/io/validate`, {
+      params: { ioNumber }
+    });
+    return response.data?.data || response.data;
+  } catch (error: any) {
+    console.error('[DealerClaimAPI] Error validating IO:', error);
+    throw error;
+  }
+}
+
+/**
+ * Update IO details and block amount (Step 3)
  * PUT /api/v1/dealer-claims/:requestId/io
+ * Only stores data when blocking amount > 0
  */
 export async function updateIODetails(
   requestId: string,

src/utils/claimDataMapper.ts

@@ -215,15 +215,17 @@ export function mapToClaimManagementRequest(
     }
 
     // Map proposal details
+    const expectedCompletionDate = proposalDetails?.expectedCompletionDate || proposalDetails?.expected_completion_date;
     const proposal = proposalDetails ? {
       proposalDocumentUrl: proposalDetails.proposalDocumentUrl || proposalDetails.proposal_document_url,
       costBreakup: proposalDetails.costBreakup || proposalDetails.cost_breakup || [],
       totalEstimatedBudget: proposalDetails.totalEstimatedBudget || proposalDetails.total_estimated_budget || 0,
       timelineMode: proposalDetails.timelineMode || proposalDetails.timeline_mode,
-      expectedCompletionDate: proposalDetails.expectedCompletionDate || proposalDetails.expected_completion_date,
+      expectedCompletionDate: expectedCompletionDate,
       expectedCompletionDays: proposalDetails.expectedCompletionDays || proposalDetails.expected_completion_days,
+      timelineForClosure: expectedCompletionDate, // Map expectedCompletionDate to timelineForClosure for ProposalDetailsCard
       dealerComments: proposalDetails.dealerComments || proposalDetails.dealer_comments,
-      submittedAt: proposalDetails.submittedAt || proposalDetails.submitted_at,
+      submittedOn: proposalDetails.submittedAt || proposalDetails.submitted_at || proposalDetails.submittedOn,
     } : undefined;
 
     // Map IO details from dedicated internal_orders table