diff --git a/accounts/admin.py b/accounts/admin.py
index 1d58e16..d741357 100644
--- a/accounts/admin.py
+++ b/accounts/admin.py
@@ -33,9 +33,9 @@ class ProfileAdmin(admin.ModelAdmin):
 
 @admin.register(Company)
 class CompanyAdmin(admin.ModelAdmin):
-    list_display = ['name', 'logo', 'signature', 'address', 'phone']
+    list_display = ['name', 'logo', 'signature', 'address', 'phone', 'broker', 'registration_number']
     prepopulated_fields = {'slug': ('name',)}
     search_fields = ['name', 'address', 'phone']
-    list_filter = ['is_active']
+    list_filter = ['is_active', 'broker']
     date_hierarchy = 'created'
     ordering = ['-created']
\ No newline at end of file
diff --git a/accounts/migrations/0002_company_broker.py b/accounts/migrations/0002_company_broker.py
new file mode 100644
index 0000000..df12560
--- /dev/null
+++ b/accounts/migrations/0002_company_broker.py
@@ -0,0 +1,20 @@
+# Generated by Django 5.2.4 on 2025-09-07 13:43
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0001_initial'),
+        ('locations', '0003_remove_broker_company'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='company',
+            name='broker',
+            field=models.OneToOneField(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='company', to='locations.broker', verbose_name='کارگزار'),
+        ),
+    ]
diff --git a/accounts/migrations/0003_company_account_number_company_bank_name_and_more.py b/accounts/migrations/0003_company_account_number_company_bank_name_and_more.py
new file mode 100644
index 0000000..6e692ff
--- /dev/null
+++ b/accounts/migrations/0003_company_account_number_company_bank_name_and_more.py
@@ -0,0 +1,34 @@
+# Generated by Django 5.2.4 on 2025-09-07 14:11
+
+import django.core.validators
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0002_company_broker'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='company',
+            name='account_number',
+            field=models.CharField(blank=True, max_length=20, null=True, validators=[django.core.validators.RegexValidator(code='invalid_account_number', message='شماره حساب باید فقط شامل اعداد باشد.', regex='^\\d+$')], verbose_name='شماره حساب'),
+        ),
+        migrations.AddField(
+            model_name='company',
+            name='bank_name',
+            field=models.CharField(blank=True, choices=[('mellat', 'بانک ملت'), ('saman', 'بانک سامان'), ('parsian', 'بانک پارسیان'), ('sina', 'بانک سینا'), ('tejarat', 'بانک تجارت'), ('tosee', 'بانک توسعه'), ('iran_zamin', 'بانک ایران زمین'), ('meli', 'بانک ملی'), ('saderat', 'بانک توسعه صادرات'), ('iran_zamin', 'بانک ایران زمین'), ('refah', 'بانک رفاه'), ('eghtesad_novin', 'بانک اقتصاد نوین'), ('pasargad', 'بانک پاسارگاد'), ('other', 'سایر')], max_length=255, null=True, verbose_name='نام بانک'),
+        ),
+        migrations.AddField(
+            model_name='company',
+            name='card_number',
+            field=models.CharField(blank=True, max_length=16, null=True, validators=[django.core.validators.RegexValidator(code='invalid_card_number', message='شماره کارت باید فقط شامل اعداد باشد.', regex='^\\d+$')], verbose_name='شماره کارت'),
+        ),
+        migrations.AddField(
+            model_name='company',
+            name='sheba_number',
+            field=models.CharField(blank=True, max_length=30, null=True, verbose_name='شماره شبا'),
+        ),
+    ]
diff --git a/accounts/migrations/0004_company_branch_name.py b/accounts/migrations/0004_company_branch_name.py
new file mode 100644
index 0000000..25114e1
--- /dev/null
+++ b/accounts/migrations/0004_company_branch_name.py
@@ -0,0 +1,18 @@
+# Generated by Django 5.2.4 on 2025-09-07 14:12
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0003_company_account_number_company_bank_name_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='company',
+            name='branch_name',
+            field=models.CharField(blank=True, max_length=255, null=True, verbose_name='شعبه بانک'),
+        ),
+    ]
diff --git a/accounts/migrations/0005_company_registration_number.py b/accounts/migrations/0005_company_registration_number.py
new file mode 100644
index 0000000..b38ab10
--- /dev/null
+++ b/accounts/migrations/0005_company_registration_number.py
@@ -0,0 +1,18 @@
+# Generated by Django 5.2.4 on 2025-09-08 10:10
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0004_company_branch_name'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='company',
+            name='registration_number',
+            field=models.CharField(blank=True, max_length=255, null=True, verbose_name='شماره ثبت شرکت'),
+        ),
+    ]
diff --git a/accounts/migrations/0006_company_card_holder_name.py b/accounts/migrations/0006_company_card_holder_name.py
new file mode 100644
index 0000000..9228034
--- /dev/null
+++ b/accounts/migrations/0006_company_card_holder_name.py
@@ -0,0 +1,18 @@
+# Generated by Django 5.2.4 on 2025-09-08 10:32
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0005_company_registration_number'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='company',
+            name='card_holder_name',
+            field=models.CharField(blank=True, max_length=255, null=True, verbose_name='نام دارنده کارت'),
+        ),
+    ]
diff --git a/accounts/models.py b/accounts/models.py
index a94311a..937c329 100644
--- a/accounts/models.py
+++ b/accounts/models.py
@@ -181,11 +181,94 @@ class Profile(BaseModel):
 
 
 class Company(NameSlugModel):
-    logo = models.ImageField(upload_to='companies/logos', null=True, blank=True, verbose_name='لوگوی شرکت')
-    signature = models.ImageField(upload_to='companies/signatures', null=True, blank=True, verbose_name='امضای شرکت')
-    address = models.TextField(null=True, blank=True, verbose_name='آدرس')
-    phone = models.CharField(max_length=11, null=True, blank=True, verbose_name='شماره تماس')
-   
+    logo = models.ImageField(
+        upload_to='companies/logos',
+        null=True,
+        blank=True,
+        verbose_name='لوگوی شرکت'
+        )
+    signature = models.ImageField(
+        upload_to='companies/signatures',
+        null=True,
+        blank=True,
+        verbose_name='امضای شرکت'
+        )
+    address = models.TextField(
+        null=True,
+        blank=True,
+        verbose_name='آدرس'
+        )
+    phone = models.CharField(
+        max_length=11,
+        null=True,
+        blank=True,
+        verbose_name='شماره تماس'
+        )
+    registration_number = models.CharField(
+        max_length=255,
+        null=True,
+        blank=True,
+        verbose_name='شماره ثبت شرکت'
+        )
+    broker = models.OneToOneField(
+        Broker,
+        on_delete=models.SET_NULL,
+        verbose_name="کارگزار",
+        null=True,
+        blank=True,
+        related_name='company'
+        )
+    card_number = models.CharField(
+        max_length=16,
+        null=True,
+        verbose_name="شماره کارت",
+        blank=True,
+        validators=[
+            RegexValidator(
+                regex=r'^\d+$',
+                message='شماره کارت باید فقط شامل اعداد باشد.',
+                code='invalid_card_number'
+            )
+        ]
+    )
+    account_number = models.CharField(
+        max_length=20,
+        null=True,
+        verbose_name="شماره حساب",
+        blank=True,
+        validators=[
+            RegexValidator(
+                regex=r'^\d+$',
+                message='شماره حساب باید فقط شامل اعداد باشد.',
+                code='invalid_account_number'
+            )
+        ]
+    )
+    card_holder_name = models.CharField(
+        max_length=255,
+        null=True,
+        verbose_name="نام دارنده کارت",
+        blank=True,
+    )
+    sheba_number = models.CharField(
+        max_length=30,
+        null=True,
+        verbose_name="شماره شبا",
+        blank=True,
+    )
+    bank_name = models.CharField(
+        max_length=255,
+        choices=BANK_CHOICES,
+        null=True,
+        verbose_name="نام بانک",
+        blank=True
+    )
+    branch_name = models.CharField(
+        max_length=255,
+        null=True,
+        verbose_name="شعبه بانک",
+        blank=True
+    )
     class Meta:
         verbose_name = 'شرکت'
         verbose_name_plural = 'شرکت‌ها'
diff --git a/contracts/templates/contracts/contract_print.html b/contracts/templates/contracts/contract_print.html
index bc47f05..d6a6b85 100644
--- a/contracts/templates/contracts/contract_print.html
+++ b/contracts/templates/contracts/contract_print.html
@@ -2,45 +2,71 @@
 <html lang="fa" dir="rtl">
 <head>
   <meta charset="utf-8">
-  <meta name="viewport" content="width=device-width, initial-scale=1">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
   <title>چاپ قرارداد {{ instance.code }}</title>
-  <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+  {% load static %}
+
+  <!-- Match app fonts and theme -->
+  <link rel="preconnect" href="https://fonts.googleapis.com">
+  <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
+  <link href="https://fonts.googleapis.com/css2?family=Public+Sans:ital,wght@0,300;0,400;0,500;0,600;0,700;1,300;1,400;1,500,1,600,1,700&display=swap" rel="stylesheet">
+  <link rel="stylesheet" href="{% static 'assets/vendor/fonts/boxicons.css' %}">
+  <link rel="stylesheet" href="{% static 'assets/vendor/fonts/fontawesome.css' %}">
+  <link rel="stylesheet" href="{% static 'assets/vendor/css/rtl/core.css' %}">
+  <link rel="stylesheet" href="{% static 'assets/vendor/css/rtl/theme-default.css' %}">
+  <link rel="stylesheet" href="{% static 'assets/css/demo.css' %}">
+  <link rel="stylesheet" href="{% static 'assets/css/persian-fonts.css' %}">
+
   <style>
     @page { size: A4; margin: 1.2cm; }
-    body { font-family: 'Vazirmatn', sans-serif; }
-    .logo { max-height: 80px; }
-    .signature { height: 90px; border: 1px dashed #ccc; }
+    .invoice-header { border-bottom: 1px solid #dee2e6; padding-bottom: 16px; margin-bottom: 24px; }
+    .brand-box { width:64px; height:64px; display:flex; align-items:center; justify-content:center; background:#eef2ff; border-radius:8px; }
+    .logo { max-height: 58px; max-width: 120px; }
+    .contract-title { font-size: 20px; font-weight: 600; }
+    .small-muted { font-size: 12px; color: #6c757d; }
+    .signature-box { border: 1px dashed #ccc; height: 210px; display:flex; align-items:center; justify-content:center; }
   </style>
   <script>
-    window.addEventListener('load', function(){ setTimeout(function(){ window.print(); }, 300); });
+    window.onload = function(){
+      window.print();
+      setTimeout(function(){ window.close(); }, 200);
+    };
   </script>
 </head>
 <body>
   <div class="container-fluid">
-    <div class="d-flex justify-content-between align-items-center mb-3">
-      <div>
-        <h5>{{ contract.template.company.name }}</h5>
-        <h5 class="mb-1">{{ contract.template.name }}</h5>
-        <div class="text-muted small">کد درخواست: {{ instance.code }} | تاریخ: {{ contract.jcreated }}</div>
-      </div>
-      {% if contract.template.company.logo %}
-        <img class="logo" src="{{ contract.template.company.logo.url }}" alt="لوگو" />
-      {% endif %}
-      
+    <!-- Header: Company and contract info -->
+    <div class="invoice-header">
+      <div class="small text-end text-muted mb-2">تاریخ: {{ contract.jcreated_date }} | کد درخواست: {{ instance.code }}</div>
+      <h5 class="text-center mb-3">
+        {% if instance.broker and instance.broker.company %}
+          {{ instance.broker.company.name }}
+        {% elif template.company %}
+          {{ template.company.name }}
+        {% else %}
+          شرکت آب منطقه‌ای
+        {% endif %}
+      </h5>
+      <h4 class="text-center mb-3">{{ contract.template.name }}</h4>
     </div>
-    <hr>
+
+    <!-- Contract body -->
     <div style="white-space: pre-line; line-height: 1.9;">{{ contract.rendered_body|safe }}</div>
     <hr>
+
+    <!-- Signatures -->
     <div class="row mt-4">
       <div class="col-6 text-center">
         <div>امضای مشترک</div>
-        <div class="signature mt-2"></div>
+        <div class="signature-box mt-2"></div>
       </div>
       <div class="col-6 text-center">
         <div>امضای شرکت</div>
-        <div class="signature mt-2">
-          {% if contract.template.company.signature %}
-            <img src="{{ contract.template.company.signature.url }}" alt="امضای شرکت" style="max-height: 80px;" />
+        <div class="signature-box mt-2">
+          {% if instance.broker and instance.broker.company and instance.broker.company.signature %}
+            <img src="{{ instance.broker.company.signature.url }}" alt="امضای شرکت" style="max-height: 200px;" />
+          {% elif contract.template.company and contract.template.company.signature %}
+            <img src="{{ contract.template.company.signature.url }}" alt="امضای شرکت" style="max-height: 200px;" />
           {% endif %}
         </div>
       </div>
diff --git a/contracts/templates/contracts/contract_step.html b/contracts/templates/contracts/contract_step.html
index df4fdfc..700d44b 100644
--- a/contracts/templates/contracts/contract_step.html
+++ b/contracts/templates/contracts/contract_step.html
@@ -19,6 +19,10 @@
 
 {% block content %}
 {% include '_toasts.html' %}
+
+<!-- Instance Info Modal -->
+{% instance_info_modal instance %}
+
 <div class="container-xxl flex-grow-1 container-p-y">
   <div class="row">
     <div class="col-12 mb-4">
@@ -26,13 +30,18 @@
         <div>
           <h4 class="mb-1">{{ step.name }}: {{ instance.process.name }}</h4>
           <small class="text-muted d-block">
-            اشتراک آب: {{ instance.well.water_subscription_number|default:"-" }}
-            | نماینده: {{ instance.representative.profile.national_code|default:"-" }}
+            {% instance_info instance %}
           </small>
         </div>
         <div class="d-flex gap-2">
-          <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">بازگشت</a>
-          <a href="{% url 'contracts:contract_print' instance.id %}" target="_blank" class="btn btn-outline-secondary">پرینت</a>
+          <a href="{% url 'contracts:contract_print' instance.id %}" target="_blank" class="btn btn-outline-secondary">
+            <i class="bx bx-printer me-2"></i> پرینت
+          </a>
+          <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">
+            <i class="bx bx-chevron-right bx-sm ms-sm-n2"></i>
+            بازگشت
+          </a>
+          
         </div>
       </div>
 
@@ -41,29 +50,32 @@
         <div class="bs-stepper-content">
           <div class="card border">
             <div class="card-body">
+              <div class="small text-end text-muted mb-2">تاریخ: {{ contract.jcreated_date }} | کد درخواست: {{ instance.code }}</div>
+              <h5 class="text-center mb-3">
+                {% if instance.broker and instance.broker.company %}
+                {{ instance.broker.company.name }}
+              {% elif template.company %}
+                {{ template.company.name }}
+              {% else %}
+                شرکت آب منطقه‌ای
+              {% endif %}</h5>
+              <h4 class="text-center mb-3">{{ contract.template.name }}</h4>
               {% if can_view_contract_body %}
-                {% if template.company.logo %}
-                  <div class="text-center mb-3">
-                    <img src="{{ template.company.logo.url }}" alt="لوگوی شرکت" style="max-height:80px;">
-                    <h4 class="text-muted">{{ contract.template.company.name }}</h4>
-                    <h5 class="text-muted">{{ contract.template.name }}</h5>
-                  </div>
-                {% endif %}
-
-                <div class="small text-muted mb-2">تاریخ: {{ contract.jcreated }}</div>
                 <hr>
                 <div class="contract-body" style="white-space: pre-line; line-height:1.9;">{{ contract.rendered_body|safe }}</div>
                 <hr>
                 <div class="row mt-4">
                   <div class="col-6 text-center">
                     <div>امضای مشترک</div>
-                    <div style="height:90px;border:1px dashed #ccc; margin-top:10px;"></div>
+                    <div style="height:210px;border:1px dashed #ccc; margin-top:10px;"></div>
                   </div>
                   <div class="col-6 text-center">
                     <div>امضای شرکت</div>
-                    <div style="height:90px;border:1px dashed #ccc; margin-top:10px;">
-                      {% if template.company.signature %}
-                        <img src="{{ template.company.signature.url }}" alt="امضای شرکت" style="max-height:80px;">
+                    <div style="height:210px;border:1px dashed #ccc; margin-top:10px;">
+                      {% if instance.broker and instance.broker.company and instance.broker.company.signature %}
+                        <img src="{{ instance.broker.company.signature.url }}" alt="امضای شرکت" style="max-height:200px;">
+                      {% elif template.company and template.company.signature %}
+                        <img src="{{ template.company.signature.url }}" alt="امضای شرکت" style="max-height:200px;">
                       {% endif %}
                     </div>
                   </div>
@@ -76,15 +88,23 @@
           <form method="post" class="d-flex justify-content-between mt-3">
             {% csrf_token %}
             {% if previous_step %}
-              <a href="{% url 'processes:step_detail' instance.id previous_step.id %}" class="btn btn-label-secondary">قبلی</a>
+              <a href="{% url 'processes:step_detail' instance.id previous_step.id %}" class="btn btn-label-secondary">
+                <i class="bx bx-chevron-right bx-sm me-sm-2"></i>
+                قبلی
+              </a>
             {% else %}
               <span></span>
             {% endif %}
             {% if next_step %}
               {% if is_broker %}
-                <button type="submit" class="btn btn-primary">تایید و بعدی</button>
+                <button type="submit" class="btn btn-primary">تایید و بعدی
+                  <i class="bx bx-chevron-left bx-sm me-sm-n2"></i>
+                </button>
               {% else %}
-              <a href="{% url 'processes:step_detail' instance.id next_step.id %}" class="btn btn-primary">بعدی</a>
+              <a href="{% url 'processes:step_detail' instance.id next_step.id %}" class="btn btn-primary">
+                بعدی
+                <i class="bx bx-chevron-left bx-sm me-sm-n2"></i>
+              </a>
               {% endif %}
             {% else %}
               {% if is_broker %}
diff --git a/contracts/views.py b/contracts/views.py
index 1949665..7a1788b 100644
--- a/contracts/views.py
+++ b/contracts/views.py
@@ -2,29 +2,51 @@ from django.shortcuts import render, get_object_or_404, redirect
 from django.contrib.auth.decorators import login_required
 from django.urls import reverse
 from django.utils import timezone
+from decimal import Decimal
 from django.template import Template, Context
+from django.utils.safestring import mark_safe
 from processes.models import ProcessInstance, StepInstance
 from common.consts import UserRoles
 from .models import ContractTemplate, ContractInstance
+from invoices.models import Invoice, Quote
 from _helpers.utils import jalali_converter2
+from django.http import JsonResponse
 
 
 def build_contract_context(instance: ProcessInstance) -> dict:
     representative = instance.representative
     profile = getattr(representative, 'profile', None)
     well = instance.well
+    # Compute prepayment from Quote-linked invoice payments
+    quote = Quote.objects.filter(process_instance=instance).first()
+    invoice = Invoice.objects.filter(quote=quote).first() if quote else None
+    payments_qs = invoice.payments.filter(is_deleted=False, direction='in').all() if invoice else []
+    total_paid = sum((p.amount for p in payments_qs), Decimal('0'))
+    try:
+        latest_payment_date = max((p.payment_date for p in payments_qs)) if payments_qs else None
+    except Exception:
+        latest_payment_date = None
+    
     return {
-        'customer_full_name': representative.get_full_name() if representative else '',
-        'national_code': profile.national_code if profile else '',
-        'address': profile.address if profile else '',
-        'phone': profile.phone_number_1 if profile else '',
-        'phone2': profile.phone_number_2 if profile else '',
-        'water_subscription_number': well.water_subscription_number if well else '',
-        'electricity_subscription_number': well.electricity_subscription_number if well else '',
-        'water_meter_serial_number': well.water_meter_serial_number if well else '',
-        'well_power': well.well_power if well else '',
-        'request_code': instance.code,
-        'today': jalali_converter2(timezone.now()),
+        'customer_full_name': mark_safe(f"<span class=\"fw-bold\">{representative.get_full_name() if representative else ''}</span>"),
+        'registration_number': mark_safe(f"<span class=\"fw-bold\">{instance.broker.company.registration_number if instance.broker and instance.broker.company else ''}</span>"),
+        'national_code': mark_safe(f"<span class=\"fw-bold\">{profile.national_code if profile else ''}</span>"),
+        'address': mark_safe(f"<span class=\"fw-bold\">{profile.address if profile else ''}</span>"),
+        'phone': mark_safe(f"<span class=\"fw-bold\">{profile.phone_number_1 if profile else ''}</span>"),
+        'phone2': mark_safe(f"<span class=\"fw-bold\">{profile.phone_number_2 if profile else ''}</span>"),
+        'water_subscription_number': mark_safe(f"<span class=\"fw-bold\">{well.water_subscription_number if well else ''}</span>"),
+        'electricity_subscription_number': mark_safe(f"<span class=\"fw-bold\">{well.electricity_subscription_number if well else ''}</span>"),
+        'water_meter_serial_number': mark_safe(f"<span class=\"fw-bold\">{well.water_meter_serial_number if well else ''}</span>"),
+        'well_power': mark_safe(f"<span class=\"fw-bold\">{well.well_power if well else ''}</span>"),
+        'request_code': mark_safe(f"<span class=\"fw-bold\">{instance.code}</span>"),
+        'today': mark_safe(f"<span class=\"fw-bold\">{jalali_converter2(timezone.now())}</span>"),
+        'company_name': mark_safe(f"<span class=\"fw-bold\">{instance.broker.company.name if instance.broker and instance.broker.company else ''}</span>"),
+        'city_name': mark_safe(f"<span class=\"fw-bold\">{instance.broker.affairs.county.city.name if instance.broker and instance.broker.affairs and instance.broker.affairs.county and instance.broker.affairs.county.city else ''}</span>"),
+        'card_number': mark_safe(f"<span class=\"fw-bold\">{instance.representative.profile.card_number if instance.representative else ''}</span>"),
+        'account_number': mark_safe(f"<span class=\"fw-bold\">{instance.representative.profile.account_number if instance.representative else ''}</span>"),
+        'bank_name': mark_safe(f"<span class=\"fw-bold\">{instance.representative.profile.get_bank_name_display() if instance.representative else ''}</span>"),
+        'prepayment_amount': mark_safe(f"<span class=\"fw-bold\">{int(total_paid):,}</span>"),
+        'prepayment_date': mark_safe(f"<span class=\"fw-bold\">{jalali_converter2(latest_payment_date)}</span>") if latest_payment_date else '',
     }
 
 
@@ -35,10 +57,7 @@ def contract_step(request, instance_id, step_id):
     step = get_object_or_404(instance.process.steps, id=step_id)
     previous_step = instance.process.steps.filter(order__lt=step.order).last()
     next_step = instance.process.steps.filter(order__gt=step.order).first()
-    # Access control:
-    # - INSTALLER: can open step but cannot view contract body (show inline message)
-    # - Others: can view
-    # - Only BROKER can submit/complete this step
+
     profile = getattr(request.user, 'profile', None)
     is_broker = False
     can_view_contract_body = True
@@ -72,7 +91,6 @@ def contract_step(request, instance_id, step_id):
     # If user submits to go next, only broker can complete and go to next
     if request.method == 'POST':
         if not is_broker:
-            from django.http import JsonResponse
             return JsonResponse({'success': False, 'message': 'شما مجوز تایید این مرحله را ندارید'}, status=403)
         StepInstance.objects.update_or_create(
             process_instance=instance,
diff --git a/db.sqlite3 b/db.sqlite3
deleted file mode 100644
index e02ec79..0000000
Binary files a/db.sqlite3 and /dev/null differ
diff --git a/invoices/models.py b/invoices/models.py
index 10d8f83..ddf1334 100644
--- a/invoices/models.py
+++ b/invoices/models.py
@@ -7,6 +7,7 @@ from decimal import Decimal
 from django.utils import timezone
 from django.core.validators import MinValueValidator
 from django.conf import settings
+from _helpers.utils import jalali_converter2
 
 User = get_user_model()
 
@@ -91,6 +92,7 @@ class Quote(NameSlugModel):
         verbose_name="ایجاد کننده",
         related_name='created_quotes'
     )
+    
     history = HistoricalRecords()
 
     class Meta:
@@ -371,3 +373,6 @@ class Payment(BaseModel):
         except Exception:
             pass
         return result
+
+    def jpayment_date(self):
+        return jalali_converter2(self.payment_date)
diff --git a/invoices/templates/invoices/final_settlement_step.html b/invoices/templates/invoices/final_settlement_step.html
index ca11dec..2335298 100644
--- a/invoices/templates/invoices/final_settlement_step.html
+++ b/invoices/templates/invoices/final_settlement_step.html
@@ -150,7 +150,7 @@
                   <tr>
                     <td>{% if p.direction == 'in' %}<span class="badge bg-success">دریافتی{% else %}<span class="badge bg-warning text-dark">پرداختی{% endif %}</span></td>
                     <td>{{ p.amount|floatformat:0|intcomma:False }} تومان</td>
-                    <td>{{ p.payment_date|date:'Y/m/d' }}</td>
+                    <td>{{ p.jpayment_date }}</td>
                     <td>{{ p.get_payment_method_display }}</td>
                     <td>{{ p.reference_number|default:'-' }}</td>
                     <td>
@@ -316,11 +316,32 @@
   (function initPersianDatePicker(){
     if (window.$ && $.fn.persianDatepicker && $('#id_payment_date').length) {
       $('#id_payment_date').persianDatepicker({
-        format: 'YYYY/MM/DD', initialValue: false, autoClose: true, persianDigit: false, observer: true,
+        format: 'YYYY/MM/DD', 
+        initialValue: false, 
+        autoClose: true, 
+        persianDigit: false, 
+        observer: true,
         calendar: { persian: { locale: 'fa', leapYearMode: 'astronomical' } },
         onSelect: function(unix){
-          const g = new window.persianDate(unix).toCalendar('gregorian').format('YYYY-MM-DD');
-          $('#id_payment_date').attr('data-gregorian', g);
+          // تبدیل تاریخ شمسی به میلادی برای ارسال به سرور
+          const gregorianDate = new Date(unix);
+          const year = gregorianDate.getFullYear();
+          const month = String(gregorianDate.getMonth() + 1).padStart(2, '0');
+          const day = String(gregorianDate.getDate()).padStart(2, '0');
+          const gregorianDateString = `${year}-${month}-${day}`;
+          
+          // نمایش تاریخ شمسی در فیلد
+          if (window.persianDate) {
+            const persianDate = new window.persianDate(unix);
+            const persianDateString = persianDate.format('YYYY/MM/DD');
+            $('#id_payment_date').val(persianDateString);
+          } else {
+            // اگر persianDate در دسترس نبود، تاریخ میلادی را نمایش بده
+            $('#id_payment_date').val(gregorianDateString);
+          }
+          
+          // ذخیره تاریخ میلادی در فیلد مخفی برای ارسال به سرور
+          $('#id_payment_date').attr('data-gregorian', gregorianDateString);
         }
       });
     }
@@ -328,8 +349,14 @@
 
   function buildForm(){
     const fd = new FormData(document.getElementById('formFinalPayment'));
-    const g = document.getElementById('id_payment_date').getAttribute('data-gregorian');
-    if (g) { fd.set('payment_date', g); }
+    
+    // تبدیل تاریخ شمسی به میلادی برای ارسال
+    const persianDateValue = $('#id_payment_date').val();
+    const gregorianDateValue = $('#id_payment_date').attr('data-gregorian');
+    if (persianDateValue && gregorianDateValue) {
+      fd.set('payment_date', gregorianDateValue);
+    }
+    
     return fd;
   }
   (function(){
diff --git a/invoices/templates/invoices/quote_payment_step.html b/invoices/templates/invoices/quote_payment_step.html
index 1b963ee..551420b 100644
--- a/invoices/templates/invoices/quote_payment_step.html
+++ b/invoices/templates/invoices/quote_payment_step.html
@@ -18,15 +18,16 @@
 <link rel="stylesheet" href="{% static 'assets/vendor/libs/bs-stepper/bs-stepper.css' %}">
 <!-- Persian Date Picker CSS -->
 <link rel="stylesheet" href="https://unpkg.com/persian-datepicker@latest/dist/css/persian-datepicker.min.css">
-<style>
-@media print {
-  .no-print { display: none !important; }
-}
-</style>
+
 {% endblock %}
 
 {% block content %}
 {% include '_toasts.html' %}
+
+<!-- Instance Info Modal -->
+{% instance_info_modal instance %}
+
+
 {% csrf_token %}
 <div class="container-xxl flex-grow-1 container-p-y">
   <div class="row">
@@ -35,19 +36,21 @@
         <div>
           <h4 class="mb-1">{{ step.name }}: {{ instance.process.name }}</h4>
           <small class="text-muted d-block">
-            اشتراک آب: {{ instance.well.water_subscription_number|default:"-" }}
-            | نماینده: {{ instance.representative.profile.national_code|default:"-" }}
+            {% instance_info instance %}
           </small>
         </div>
         <div class="d-flex gap-2">
           <a href="{% url 'invoices:quote_print' instance.id %}" target="_blank" class="btn btn-outline-secondary">
-            <i class="bx bx-printer"></i> پرینت
+            <i class="bx bx-printer me-2"></i> پرینت
+          </a>
+          <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">
+            <i class="bx bx-chevron-right bx-sm ms-sm-n2"></i>
+            بازگشت
           </a>
-          <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">بازگشت</a>
         </div>
       </div>
 
-      <div class="bs-stepper wizard-vertical vertical mt-2 no-print">
+      <div class="bs-stepper wizard-vertical vertical mt-2">
         {% stepper_header instance step %}
         <div class="bs-stepper-content">
       
@@ -60,7 +63,7 @@
               </div>
               
               <div class="row g-3">
-                {% if can_manage_payments %}
+                {% if is_broker %}
                 <div class="col-12 col-lg-5">
                   <div class="card h-100 border">
                     <div class="card-header">
@@ -104,7 +107,7 @@
                   </div>
                 </div>
                 {% endif %}
-                <div class="col-12 {% if can_manage_payments %}col-lg-7{% else %}col-lg-12{% endif %}">
+                <div class="col-12 {% if is_broker %}col-lg-7{% else %}col-lg-12{% endif %}">
                   <div class="card mb-3 border">
                     <div class="card-header d-flex justify-content-between">
                         <h5 class="card-title mb-0">وضعیت پیش‌فاکتور</h5>
@@ -161,7 +164,7 @@
                           {% for p in payments %}
                           <tr>
                             <td>{{ p.amount|floatformat:0|intcomma:False }} تومان</td>
-                            <td>{{ p.payment_date|date:'Y/m/d' }}</td>
+                            <td>{{ p.jpayment_date }}</td>
                             <td>{{ p.get_payment_method_display }}</td>
                             <td>{{ p.reference_number|default:'-' }}</td>
                             <td>
@@ -171,7 +174,7 @@
                                   <i class="bx bx-show"></i>
                                 </a>
                                 {% endif %}
-                                {% if can_manage_payments %}
+                                {% if is_broker %}
                                 <button type="button" class="btn btn-sm btn-outline-danger" onclick="openDeleteModal('{{ p.id }}')" title="حذف" aria-label="حذف">
                                   <i class="bx bx-trash"></i>
                                 </button>
@@ -195,7 +198,7 @@
                       <h6 class="mb-0">وضعیت تاییدها</h6>
                       {% if can_approve_reject %}
                       <div class="d-flex gap-2">
-                        <button type="button" class="btn btn-success btn-sm" data-bs-toggle="modal" data-bs-target="#approvePaymentsModal2" {% if step_instance.status == 'completed' %}disabled{% endif %}>تایید</button>
+                        <button type="button" class="btn btn-success btn-sm" data-bs-toggle="modal" data-bs-target="#approvePaymentsModal2">تایید</button>
                         <button type="button" class="btn btn-danger btn-sm" data-bs-toggle="modal" data-bs-target="#rejectPaymentsModal">رد</button>
                       </div>
                       {% endif %}
@@ -356,6 +359,13 @@
     }
     const form = document.getElementById('formAddPayment');
     const fd = buildFormData(form);
+    
+    // تبدیل تاریخ شمسی به میلادی برای ارسال
+    const persianDateValue = $('#id_payment_date').val();
+    const gregorianDateValue = $('#id_payment_date').attr('data-gregorian');
+    if (persianDateValue && gregorianDateValue) {
+      fd.set('payment_date', gregorianDateValue);
+    }
     fetch('{% url "invoices:add_quote_payment" instance.id step.id %}', {
       method: 'POST',
       body: fd
@@ -419,18 +429,24 @@
           observer: true,
           calendar: { persian: { locale: 'fa', leapYearMode: 'astronomical' } },
           onSelect: function(unix) {
+            // تبدیل تاریخ شمسی به میلادی برای ارسال به سرور
             const gregorianDate = new Date(unix);
             const year = gregorianDate.getFullYear();
             const month = String(gregorianDate.getMonth() + 1).padStart(2, '0');
             const day = String(gregorianDate.getDate()).padStart(2, '0');
             const gregorianDateString = `${year}-${month}-${day}`;
+            
+            // نمایش تاریخ شمسی در فیلد
             if (window.persianDate) {
               const persianDate = new window.persianDate(unix);
               const persianDateString = persianDate.format('YYYY/MM/DD');
               $('#id_payment_date').val(persianDateString);
             } else {
+              // اگر persianDate در دسترس نبود، تاریخ میلادی را نمایش بده
               $('#id_payment_date').val(gregorianDateString);
             }
+            
+            // ذخیره تاریخ میلادی در فیلد مخفی برای ارسال به سرور
             $('#id_payment_date').attr('data-gregorian', gregorianDateString);
           }
         });
diff --git a/invoices/templates/invoices/quote_preview_step.html b/invoices/templates/invoices/quote_preview_step.html
index e6e405a..7243f4b 100644
--- a/invoices/templates/invoices/quote_preview_step.html
+++ b/invoices/templates/invoices/quote_preview_step.html
@@ -24,6 +24,10 @@
 
 {% block content %}
 {% include '_toasts.html' %}
+
+<!-- Instance Info Modal -->
+{% instance_info_modal instance %}
+
 {% csrf_token %}
 <div class="container-xxl flex-grow-1 container-p-y">
   <div class="row">
@@ -32,15 +36,17 @@
         <div>
           <h4 class="mb-1">{{ step.name }}: {{ instance.process.name }}</h4>
           <small class="text-muted d-block">
-            اشتراک آب: {{ instance.well.water_subscription_number|default:"-" }}
-            | نماینده: {{ instance.representative.profile.national_code|default:"-" }}
+            {% instance_info instance %}
           </small>
         </div>
         <div class="d-flex gap-2">
           <a href="{% url 'invoices:quote_print' instance.id %}" target="_blank" class="btn btn-outline-secondary">
-            <i class="bx bx-printer"></i> پرینت
+            <i class="bx bx-printer me-2"></i> پرینت
+          </a>
+          <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">
+            <i class="bx bx-chevron-right bx-sm ms-sm-n2"></i>
+            بازگشت
           </a>
-          <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">بازگشت</a>
         </div>
       </div>
 
@@ -50,100 +56,116 @@
             <!-- Invoice Preview Card -->
       <div class="card invoice-preview-card mt-4 border">
         <div class="card-body">
-          <div class="d-flex justify-content-between flex-xl-row flex-md-column flex-sm-row flex-column p-sm-3 p-0">
+          <div class="d-flex justify-content-between flex-xl-row flex-md-column flex-sm-row flex-column p-sm-3 p-0 align-items-center">
             <div class="mb-xl-0 mb-4">
-              <div class="d-flex svg-illustration mb-3 gap-2">
-                <span class="app-brand-logo demo">
-                  <svg width="25" viewBox="0 0 25 42" version="1.1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
-                    <defs>
-                      <path d="M13.7918663,0.358365126 L3.39788168,7.44174259 C0.566865006,9.69408886 -0.379795268,12.4788597 0.557900856,15.7960551 C0.68998853,16.2305145 1.09562888,17.7872135 3.12357076,19.2293357 C3.8146334,19.7207684 5.32369333,20.3834223 7.65075054,21.2172976 L7.59773219,21.2525164 L2.63468769,24.5493413 C0.445452254,26.3002124 0.0884951797,28.5083815 1.56381646,31.1738486 C2.83770406,32.8170431 5.20850219,33.2640127 7.09180128,32.5391577 C8.347334,32.0559211 11.4559176,30.0011079 16.4175519,26.3747182 C18.0338572,24.4997857 18.6973423,22.4544883 18.4080071,20.2388261 C17.963753,17.5346866 16.1776345,15.5799961 13.0496516,14.3747546 L10.9194936,13.4715819 L18.6192054,7.984237 L13.7918663,0.358365126 Z" id="path-1"></path>
-                      <path d="M5.47320593,6.00457225 C4.05321814,8.216144 4.36334763,10.0722806 6.40359441,11.5729822 C8.61520715,12.571656 10.0999176,13.2171421 10.8577257,13.5094407 L15.5088241,14.433041 L18.6192054,7.984237 C15.5364148,3.11535317 13.9273018,0.573395879 13.7918663,0.358365126 C13.5790555,0.511491653 10.8061687,2.3935607 5.47320593,6.00457225 Z" id="path-3"></path>
-                      <path d="M7.50063644,21.2294429 L12.3234468,23.3159332 C14.1688022,24.7579751 14.397098,26.4880487 13.008334,28.506154 C11.6195701,30.5242593 10.3099883,31.790241 9.07958868,32.3040991 C5.78142938,33.4346997 4.13234973,34 4.13234973,34 C4.13234973,34 2.75489982,33.0538207 2.37032616e-14,31.1614621 C-0.55822714,27.8186216 -0.55822714,26.0572515 -4.05231404e-15,25.8773518 C0.83734071,25.6075023 2.77988457,22.8248993 3.3049379,22.52991 C3.65497346,22.3332504 5.05353963,21.8997614 7.50063644,21.2294429 Z" id="path-4"></path>
-                      <path d="M20.6,7.13333333 L25.6,13.8 C26.2627417,14.6836556 26.0836556,15.9372583 25.2,16.6 C24.8538077,16.8596443 24.4327404,17 24,17 L14,17 C12.8954305,17 12,16.1045695 12,15 C12,14.5672596 12.1403557,14.1461923 12.4,13.8 L17.4,7.13333333 C18.0627417,6.24967773 19.3163444,6.07059163 20.2,6.73333333 C20.3516113,6.84704183 20.4862915,6.981722 20.6,7.13333333 Z" id="path-5"></path>
-                    </defs>
-                    <g id="g-app-brand" stroke="none" stroke-width="1" fill="none" fill-rule="evenodd">
-                      <g id="Brand-Logo" transform="translate(-27.000000, -15.000000)">
-                        <g id="Icon" transform="translate(27.000000, 15.000000)">
-                          <g id="Mask" transform="translate(0.000000, 8.000000)">
-                            <mask id="mask-2" fill="white">
-                              <use xlink:href="#path-1"></use>
-                            </mask>
-                            <use fill="#696cff" xlink:href="#path-1"></use>
-                            <g id="Path-3" mask="url(#mask-2)">
-                              <use fill="#696cff" xlink:href="#path-3"></use>
-                              <use fill-opacity="0.2" fill="#FFFFFF" xlink:href="#path-3"></use>
-                            </g>
-                            <g id="Path-4" mask="url(#mask-2)">
-                              <use fill="#696cff" xlink:href="#path-4"></use>
-                              <use fill-opacity="0.2" fill="#FFFFFF" xlink:href="#path-4"></use>
-                            </g>
-                          </g>
-                          <g id="Triangle" transform="translate(19.000000, 11.000000) rotate(-300.000000) translate(-19.000000, -11.000000) ">
-                            <use fill="#696cff" xlink:href="#path-5"></use>
-                            <use fill-opacity="0.2" fill="#FFFFFF" xlink:href="#path-5"></use>
-                          </g>
-                        </g>
-                      </g>
-                    </g>
-                  </svg>
-                </span>
-                <span class="app-brand-text demo text-body fw-bold">شرکت آب منطقه‌ای</span>
+              <!-- Company Logo & Info -->
+              <div class="d-flex align-items-center">
+                <div class="avatar avatar-lg me-3">
+                  <span class="avatar-initial rounded bg-label-primary">
+                    {% if instance.broker.company %}
+                      <img src="{{ instance.broker.company.logo.url }}" alt="لوگوی شرکت" style="max-height:80px;">
+                    {% else %}
+                      <i class="bx bx-buildings bx-md"></i>
+                    {% endif %}
+                  </span>
+                </div>
+                <div>
+                  <h5 class="mb-1">
+                    {% if instance.broker.company %}
+                      {{ instance.broker.company.name }}
+                    {% else %}
+                      شرکت آب منطقه‌ای
+                    {% endif %}
+                  </h5>
+                  {% if instance.broker.company %}
+                    <div class="text-muted small">
+                      {% if instance.broker.company.address %}
+                        <div><i class="bx bx-map me-1"></i>{{ instance.broker.company.address }}</div>
+                      {% endif %}
+                      {% if instance.broker.affairs.county.city.name %}
+                        <div><i class="bx bx-current-location me-1"></i>{{ instance.broker.affairs.county.city.name }}، ایران</div>
+                      {% endif %}
+                      {% if instance.broker.company.phone %}
+                        <div><i class="bx bx-phone me-1"></i>{{ instance.broker.company.phone }}</div>
+                      {% endif %}
+                    </div>
+                  {% endif %}
+                </div>
               </div>
-              <p class="mb-1">دفتر مرکزی، خیابان اصلی</p>
-              <p class="mb-1">تهران، ایران</p>
-              <p class="mb-0">۰۲۱-۱۲۳۴۵۶۷۸</p>
             </div>
-            <div>
-              <h4>پیش‌فاکتور #{{ quote.name }}</h4>
-              <div class="mb-2">
-                <span class="me-1">تاریخ صدور:</span>
-                <span class="fw-medium">{{ quote.jcreated }}</span>
+            <!-- Invoice Details -->
+            <div class="text-center">
+              <div class="mb-3">
+                <h5 class="text-body">#{{ quote.name }}</h5>
               </div>
-              <div>
-                <span class="me-1">معتبر تا:</span>
-                <span class="fw-medium">{{ quote.valid_until|date:"Y/m/d" }}</span>
+              <div class="invoice-details">
+                <div class="d-flex justify-content-end align-items-center mb-2">
+                  <span class="text-muted me-2">تاریخ صدور:</span>
+                  <span class="fw-medium text-body">{{ quote.jcreated_date }}</span>
+                </div>
               </div>
             </div>
           </div>
         </div>
         <hr class="my-0">
-        <div class="card-body">
-          <div class="row p-sm-3 p-0">
-            <div class="col-xl-6 col-md-12 col-sm-5 col-12 mb-xl-0 mb-md-4 mb-sm-0 mb-4">
-              <h6 class="pb-2">صادر شده برای:</h6>
-              <p class="mb-1">{{ quote.customer.get_full_name }}</p>
-              {% if instance.representative.profile %}
-              <p class="mb-1">کد ملی: {{ instance.representative.profile.national_code }}</p>
-              <p class="mb-1">{{ instance.representative.profile.address|default:"آدرس نامشخص" }}</p>
-              <p class="mb-1">{{ instance.representative.profile.phone_number_1|default:"" }}</p>
-              {% endif %}
+        <div class="card-body py-1">
+          <div class="row">
+            <div class="col-xl-6 col-md-12 col-sm-6 col-12 mb-3">
+              <div class="">
+                <div class="card-body p-3">
+                  <h6 class="card-title text-primary mb-2">
+                    <i class="bx bx-user me-1"></i>اطلاعات مشترک
+                  </h6>
+                  <div class="d-flex gap-2 mb-1">
+                    <span class="text-muted small">نام:</span>
+                    <span class="fw-medium small">{{ quote.customer.get_full_name }}</span>
+                  </div>
+                  {% if instance.representative.profile.national_code %}
+                  <div class="d-flex gap-2 mb-1">
+                    <span class="text-muted small">کد ملی:</span>
+                    <span class="fw-medium small">{{ instance.representative.profile.national_code }}</span>
+                  </div>
+                  {% endif %}
+                  {% if instance.representative.profile.phone_number_1 %}
+                  <div class="d-flex gap-2 mb-1">
+                    <span class="text-muted small">تلفن:</span>
+                    <span class="fw-medium small">{{ instance.representative.profile.phone_number_1 }}</span>
+                  </div>
+                  {% endif %}
+                  {% if instance.representative.profile.address %}
+                  <div class="d-flex gap-2">
+                    <span class="text-muted small">آدرس:</span>
+                    <span class="fw-medium small">{{ instance.representative.profile.address }}</span>
+                  </div>
+                  {% endif %}
+
+                </div>
+              </div>
             </div>
-            <div class="col-xl-6 col-md-12 col-sm-7 col-12">
-              <h6 class="pb-2">اطلاعات چاه:</h6>
-              <table>
-                <tbody>
-                  <tr>
-                    <td class="pe-3">شماره اشتراک آب:</td>
-                    <td>{{ instance.well.water_subscription_number }}</td>
-                  </tr>
-                  <tr>
-                    <td class="pe-3">شماره اشتراک برق:</td>
-                    <td>{{ instance.well.electricity_subscription_number|default:"-" }}</td>
-                  </tr>
-                  <tr>
-                    <td class="pe-3">سریال کنتور:</td>
-                    <td>{{ instance.well.water_meter_serial_number|default:"-" }}</td>
-                  </tr>
-                  <tr>
-                    <td class="pe-3">قدرت چاه:</td>
-                    <td>{{ instance.well.well_power|default:"-" }}</td>
-                  </tr>
-                  <tr>
-                    <td class="pe-3">کد درخواست:</td>
-                    <td>{{ instance.code }}</td>
-                  </tr>
-                </tbody>
-              </table>
+            <div class="col-xl-6 col-md-12 col-sm-6 col-12 mb-3">
+              <div class="border-0 bg-light">
+                <div class="card-body p-3">
+                  <h6 class="card-title text-primary mb-2">
+                    <i class="bx bx-droplet me-1"></i>اطلاعات چاه
+                  </h6>
+                  <div class="d-flex gap-2 mb-1">
+                    <span class="text-muted small">شماره اشتراک آب:</span>
+                    <span class="fw-medium small">{{ instance.well.water_subscription_number }}</span>
+                  </div>
+                  <div class="d-flex gap-2 mb-1">
+                    <span class="text-muted small">شماره اشتراک برق:</span>
+                    <span class="fw-medium small">{{ instance.well.electricity_subscription_number|default:"-" }}</span>
+                  </div>
+                  <div class="d-flex gap-2 mb-1">
+                    <span class="text-muted small">سریال کنتور:</span>
+                    <span class="fw-medium small">{{ instance.well.water_meter_serial_number|default:"-" }}</span>
+                  </div>
+                  <div class="d-flex gap-2">
+                    <span class="text-muted small">قدرت چاه:</span>
+                    <span class="fw-medium small">{{ instance.well.well_power|default:"-" }}</span>
+                  </div>
+                </div>
+              </div>
             </div>
           </div>
         </div>
@@ -170,11 +192,6 @@
               {% endfor %}
               <tr>
                 <td colspan="3" class="align-top px-4 py-5">
-                  <p class="mb-2">
-                    <span class="me-1 fw-medium">صادر کننده:</span>
-                    <span>{{ quote.created_by.get_full_name }}</span>
-                  </p>
-                  <span>با تشکر از انتخاب شما</span>
                 </td>
                 <td class="text-end px-4 py-5">
                   <p class="mb-2">جمع کل:</p>
@@ -193,6 +210,72 @@
               </tr>
             </tbody>
           </table>
+          <!-- Footer Information -->
+          <div class="card-body border-top">
+            <div class="row">
+              <div class="col-md-8">
+                <h6 class="mb-3">شرایط و ضوابط:</h6>
+                <ul class="list-unstyled mb-0">
+                  <li class="mb-2">
+                    <i class="bx bx-time-five text-muted me-2"></i>
+                    اعتبار پیش‌فاکتور صادر شده ۴۸ ساعت پس از تاریخ صدور می‌باشد
+                  </li>
+                  <li class="mb-2">
+                    <i class="bx bx-money text-muted me-2"></i>
+                    مبلغ فوق به صورت علی‌الحساب دریافت می‌گردد
+                  </li>
+                  <li class="mb-0">
+                    <i class="bx bx-info-circle text-muted me-2"></i>
+                    این برگه صرفاً جهت اعلام قیمت بوده و ارزش قانونی دیگری ندارد
+                  </li>
+                  {% if instance.broker.company.signature %}
+                  <li class="mb-0 text-start mt-4 ms-5">
+                    <img src="{{ instance.broker.company.signature.url }}" alt="امضای شرکت" style="height: 200px;">
+                  </li>
+                  {% endif %}
+                </ul>
+              </div>
+              {% if instance.broker.company %}
+              <div class="col-md-4">
+                <h6 class="mb-3">اطلاعات پرداخت:</h6>
+                <div class="d-flex flex-column gap-2">
+                  {% if instance.broker.company.card_number %}
+                  <div>
+                    <small class="text-muted">شماره کارت:</small>
+                    <div class="fw-medium">{{ instance.broker.company.card_number }}</div>
+                  </div>
+                  {% endif %}
+                  {% if instance.broker.company.account_number %}
+                  <div>
+                    <small class="text-muted">شماره حساب:</small>
+                    <div class="fw-medium">{{ instance.broker.company.account_number }}</div>
+                  </div>
+                  {% endif %}
+                  {% if instance.broker.company.sheba_number %}
+                  <div>
+                    <small class="text-muted">شماره شبا:</small>
+                    <div class="fw-medium">{{ instance.broker.company.sheba_number }}</div>
+                  </div>
+                  {% endif %}
+                  {% if instance.broker.company.bank_name %}
+                  <div>
+                    <small class="text-muted">بانک:</small>
+                    <div class="fw-medium">{{ instance.broker.company.get_bank_name_display }}</div>
+                  </div>
+                  {% endif %}
+                  {% if instance.broker.company.branch_name %}
+                  <div>
+                    <small class="text-muted">شعبه:</small>
+                    <div class="fw-medium">{{ instance.broker.company.branch_name }}</div>
+                  </div>
+                  {% endif %}
+                  
+                </div>
+
+              </div>
+              {% endif %}
+            </div>
+          </div>
         </div>
 
         {% if quote.notes %}
@@ -240,7 +323,7 @@
             {% else %}
               {% if next_step %}
                 <a href="{% url 'processes:step_detail' instance.id next_step.id %}" 
-                   class="btn btn-label-primary">
+                   class="btn btn-primary">
                   مرحله بعد
                   <i class="bx bx-chevron-left bx-sm me-sm-n2"></i>
                 </a>
diff --git a/invoices/templates/invoices/quote_print.html b/invoices/templates/invoices/quote_print.html
index 7296d12..282ff44 100644
--- a/invoices/templates/invoices/quote_print.html
+++ b/invoices/templates/invoices/quote_print.html
@@ -5,8 +5,24 @@
     <meta name="viewport" content="width=device-width, initial-scale=1.0">
     <title>پیش‌فاکتور {{ quote.name }} - {{ instance.code }}</title>
     
-    <!-- Bootstrap CSS -->
-    <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
+    {% load static %}
+    {% load humanize %}
+
+    <!-- Fonts (match base) -->
+    <link rel="preconnect" href="https://fonts.googleapis.com">
+    <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
+    <link href="https://fonts.googleapis.com/css2?family=Public+Sans:ital,wght@0,300;0,400;0,500;0,600;0,700;1,300;1,400;1,500;1,600;1,700&display=swap" rel="stylesheet">
+
+    <!-- Icons (optional) -->
+    <link rel="stylesheet" href="{% static 'assets/vendor/fonts/boxicons.css' %}">
+    <link rel="stylesheet" href="{% static 'assets/vendor/fonts/fontawesome.css' %}">
+    <link rel="stylesheet" href="{% static 'assets/vendor/fonts/flag-icons.css' %}">
+
+    <!-- Core CSS (same as preview) -->
+    <link rel="stylesheet" href="{% static 'assets/vendor/css/rtl/core.css' %}">
+    <link rel="stylesheet" href="{% static 'assets/vendor/css/rtl/theme-default.css' %}">
+    <link rel="stylesheet" href="{% static 'assets/css/demo.css' %}">
+    <link rel="stylesheet" href="{% static 'assets/css/persian-fonts.css' %}">
     
     <style>
         @page {
@@ -14,11 +30,7 @@
             margin: 1cm;
         }
         
-        body {
-            font-family: 'Vazirmatn', sans-serif;
-            font-size: 14px;
-            line-height: 1.6;
-        }
+        /* Inherit project fonts and sizes from core.css/persian-fonts */
         
         @media print {
             body { print-color-adjust: exact; }
@@ -27,7 +39,7 @@
         }
         
         .invoice-header {
-            border-bottom: 2px solid #696cff;
+            border-bottom: 1px solid #dee2e6;
             padding-bottom: 20px;
             margin-bottom: 30px;
         }
@@ -89,195 +101,159 @@
 </head>
 <body>
     <div class="container-fluid">
-        <!-- Print Button (hidden in print) -->
-        <div class="no-print mb-3">
-            <button onclick="window.print()" class="btn btn-primary">
-                <i class="bi bi-printer"></i> پرینت
-            </button>
-            <button onclick="window.close()" class="btn btn-secondary">
-                بستن
-            </button>
-        </div>
+        <!-- Auto print: buttons removed -->
         
-        <!-- Invoice Header -->
+        <!-- Invoice Header (compact, matches preview) -->
         <div class="invoice-header">
-            <div class="row">
-                <div class="col-6">
-                    <div class="company-logo mb-3">
-                        شرکت آب منطقه‌ای
+            <div class="row align-items-center">
+                <div class="col-6 d-flex align-items-center">
+                    <div class="me-3" style="width:64px;height:64px;display:flex;align-items:center;justify-content:center;background:#eef2ff;border-radius:8px;">
+                        {% if instance.broker.company and instance.broker.company.logo %}
+                            <img src="{{ instance.broker.company.logo.url }}" alt="لوگو" style="max-height:58px;max-width:120px;">
+                        {% else %}
+                            <span class="company-logo">شرکت</span>
+                        {% endif %}
                     </div>
-                    <div class="company-info">
-                        <p class="mb-1">دفتر مرکزی، خیابان اصلی</p>
-                        <p class="mb-1">تهران، ایران</p>
-                        <p class="mb-1">تلفن: ۰۲۱-۱۲۳۴۵۶۷۸</p>
-                        <p class="mb-0">ایمیل: info@watercompany.ir</p>
+                    <div>
+                        {% if instance.broker.company %}
+                           {{ instance.broker.company.name }}
+                        {% endif %}
+                        {% if instance.broker.company %}
+                            <div class="text-muted small">
+                                {% if instance.broker.company.address %}
+                                    <div>{{ instance.broker.company.address }}</div>
+                                {% endif %}
+                                {% if instance.broker.affairs.county.city.name %}
+                                    <div>{{ instance.broker.affairs.county.city.name }}، ایران</div>
+                                {% endif %}
+                                {% if instance.broker.company.phone %}
+                                    <div>تلفن: {{ instance.broker.company.phone }}</div>
+                                {% endif %}
+                            </div>
+                        {% endif %}
                     </div>
                 </div>
                 <div class="col-6 text-end">
-                    <div class="invoice-title">پیش‌فاکتور</div>
-                    <div class="mt-3">
-                        <table class="info-table">
-                            <tr>
-                                <td><strong>شماره پیش‌فاکتور:</strong></td>
-                                <td>{{ quote.name }}</td>
-                            </tr>
-                            <tr>
-                                <td><strong>کد درخواست:</strong></td>
-                                <td>{{ instance.code }}</td>
-                            </tr>
-                            <tr>
-                                <td><strong>تاریخ صدور:</strong></td>
-                                <td>{{ quote.created|date:"Y/m/d" }}</td>
-                            </tr>
-                            <tr>
-                                <td><strong>معتبر تا:</strong></td>
-                                <td>{{ quote.valid_until|date:"Y/m/d" }}</td>
-                            </tr>
-                        </table>
+                    <div class="mt-2">
+                        <div><strong>#{{ quote.name }}</strong></div>
+                        <div class="text-muted small">تاریخ صدور: {{ quote.jcreated_date }}</div>
                     </div>
                 </div>
             </div>
         </div>
         
-        <!-- Customer & Well Info -->
-        <div class="row mb-4">
+        <!-- Customer & Well Info (compact to match preview) -->
+        <div class="row mb-3">
             <div class="col-6">
-                <h6 class="fw-bold mb-3">مشخصات مشترک:</h6>
-                <table class="info-table">
-                    <tr>
-                        <td><strong>نام و نام خانوادگی:</strong></td>
-                        <td>{{ quote.customer.get_full_name }}</td>
-                    </tr>
-                    {% if instance.representative.profile %}
-                    <tr>
-                        <td><strong>کد ملی:</strong></td>
-                        <td>{{ instance.representative.profile.national_code }}</td>
-                    </tr>
-                    <tr>
-                        <td><strong>تلفن:</strong></td>
-                        <td>{{ instance.representative.profile.phone_number_1|default:"-" }}</td>
-                    </tr>
-                    <tr>
-                        <td><strong>آدرس:</strong></td>
-                        <td>{{ instance.representative.profile.address|default:"آدرس نامشخص" }}</td>
-                    </tr>
-                    {% endif %}
-                </table>
+                <h6 class="fw-bold mb-2">اطلاعات مشترک</h6>
+                <div class="small mb-1"><span class="text-muted">نام:</span> {{ quote.customer.get_full_name }}</div>
+                {% if instance.representative.profile and instance.representative.profile.national_code %}
+                <div class="small mb-1"><span class="text-muted">کد ملی:</span> {{ instance.representative.profile.national_code }}</div>
+                {% endif %}
+                {% if instance.representative.profile and instance.representative.profile.phone_number_1 %}
+                <div class="small mb-1"><span class="text-muted">تلفن:</span> {{ instance.representative.profile.phone_number_1 }}</div>
+                {% endif %}
+                {% if instance.representative.profile and instance.representative.profile.address %}
+                <div class="small"><span class="text-muted">آدرس:</span> {{ instance.representative.profile.address }}</div>
+                {% endif %}
             </div>
             <div class="col-6">
-                <h6 class="fw-bold mb-3">مشخصات چاه:</h6>
-                <table class="info-table">
-                    <tr>
-                        <td><strong>شماره اشتراک آب:</strong></td>
-                        <td>{{ instance.well.water_subscription_number }}</td>
-                    </tr>
-                    <tr>
-                        <td><strong>شماره اشتراک برق:</strong></td>
-                        <td>{{ instance.well.electricity_subscription_number|default:"-" }}</td>
-                    </tr>
-                    <tr>
-                        <td><strong>سریال کنتور:</strong></td>
-                        <td>{{ instance.well.water_meter_serial_number|default:"-" }}</td>
-                    </tr>
-                    <tr>
-                        <td><strong>قدرت چاه:</strong></td>
-                        <td>{{ instance.well.well_power|default:"-" }}</td>
-                    </tr>
-                </table>
+                <h6 class="fw-bold mb-2">اطلاعات چاه</h6>
+                <div class="small mb-1"><span class="text-muted">شماره اشتراک آب:</span> {{ instance.well.water_subscription_number }}</div>
+                <div class="small mb-1"><span class="text-muted">شماره اشتراک برق:</span> {{ instance.well.electricity_subscription_number|default:"-" }}</div>
+                <div class="small mb-1"><span class="text-muted">سریال کنتور:</span> {{ instance.well.water_meter_serial_number|default:"-" }}</div>
+                <div class="small"><span class="text-muted">قدرت چاه:</span> {{ instance.well.well_power|default:"-" }}</div>
             </div>
         </div>
         
         <!-- Items Table -->
         <div class="mb-4">
-            <table class="table items-table">
+            <table class="table border-top m-0">
                 <thead>
                     <tr>
                         <th style="width: 5%">ردیف</th>
                         <th style="width: 30%">شرح کالا/خدمات</th>
                         <th style="width: 30%">توضیحات</th>
                         <th style="width: 10%">تعداد</th>
-                        <th style="width: 12.5%">قیمت واحد (تومان)</th>
-                        <th style="width: 12.5%">قیمت کل (تومان)</th>
+                        <th style="width: 12.5%">قیمت واحد(تومان)</th>
+                        <th style="width: 12.5%">قیمت کل(تومان)</th>
                     </tr>
                 </thead>
                 <tbody>
                     {% for quote_item in quote.items.all %}
                     <tr>
                         <td>{{ forloop.counter }}</td>
-                        <td class="text-start">{{ quote_item.item.name }}</td>
-                        <td class="text-start">{{ quote_item.item.description|default:"-" }}</td>
+                        <td class="text-nowrap">{{ quote_item.item.name }}</td>
+                        <td class="text-nowrap">{{ quote_item.item.description|default:"-" }}</td>
                         <td>{{ quote_item.quantity }}</td>
-                        <td>{{ quote_item.unit_price|floatformat:0 }}</td>
-                        <td>{{ quote_item.total_price|floatformat:0 }}</td>
+                        <td>{{ quote_item.unit_price|floatformat:0|intcomma:False }}</td>
+                        <td>{{ quote_item.total_price|floatformat:0|intcomma:False }}</td>
                     </tr>
                     {% endfor %}
                 </tbody>
                 <tfoot>
                     <tr class="total-section">
-                        <td colspan="5" class="text-end"><strong>جمع کل:</strong></td>
-                        <td><strong>{{ quote.total_amount|floatformat:0 }} تومان</strong></td>
+                        <td colspan="5" class="text-end"><strong>جمع کل(تومان):</strong></td>
+                        <td><strong>{{ quote.total_amount|floatformat:0|intcomma:False }}</strong></td>
                     </tr>
                     {% if quote.discount_amount > 0 %}
                     <tr class="total-section">
-                        <td colspan="5" class="text-end"><strong>تخفیف:</strong></td>
-                        <td><strong>{{ quote.discount_amount|floatformat:0 }} تومان</strong></td>
+                        <td colspan="5" class="text-end"><strong>تخفیف(تومان):</strong></td>
+                        <td><strong>{{ quote.discount_amount|floatformat:0|intcomma:False }}</strong></td>
                     </tr>
                     {% endif %}
                     <tr class="total-section border-top border-2">
-                        <td colspan="5" class="text-end"><strong>مبلغ نهایی:</strong></td>
-                        <td><strong>{{ quote.final_amount|floatformat:0 }} تومان</strong></td>
+                        <td colspan="5" class="text-end"><strong>مبلغ نهایی(تومان):</strong></td>
+                        <td><strong>{{ quote.final_amount|floatformat:0|intcomma:False }}</strong></td>
                     </tr>
                 </tfoot>
             </table>
         </div>
         
-        <!-- Notes -->
-        {% if quote.notes %}
-        <div class="mb-4">
-            <h6 class="fw-bold">یادداشت:</h6>
-            <p>{{ quote.notes }}</p>
+        <!-- Conditions & Payment (matches preview) -->
+        <div class="row">
+            <div class="col-8">
+                <h6 class="fw-bold mb-2">شرایط و ضوابط</h6>
+                <ul class="small mb-0">
+                    <li class="mb-1">اعتبار پیش‌فاکتور صادر شده ۴۸ ساعت پس از تاریخ صدور می‌باشد</li>
+                    <li class="mb-1">مبلغ فوق به صورت علی‌الحساب دریافت می‌گردد</li>
+                    <li class="mb-1">این برگه صرفاً جهت اعلام قیمت بوده و ارزش قانونی دیگری ندارد</li>
+                    {% if instance.broker.company and instance.broker.company.signature %}
+                    <li class="mt-3" style="list-style:none;"><img src="{{ instance.broker.company.signature.url }}" alt="امضا" style="height: 200px;"></li>
+                    {% endif %}
+                </ul>
+            </div>
+            {% if instance.broker.company %}
+            <div class="col-4">
+                <h6 class="fw-bold mb-2">اطلاعات پرداخت</h6>
+                {% if instance.broker.company.card_number %}
+                <div class="small mb-1"><span class="text-muted">شماره کارت:</span> {{ instance.broker.company.card_number }}</div>
+                {% endif %}
+                {% if instance.broker.company.account_number %}
+                <div class="small mb-1"><span class="text-muted">شماره حساب:</span> {{ instance.broker.company.account_number }}</div>
+                {% endif %}
+                {% if instance.broker.company.sheba_number %}
+                <div class="small mb-1"><span class="text-muted">شماره شبا:</span> {{ instance.broker.company.sheba_number }}</div>
+                {% endif %}
+                {% if instance.broker.company.bank_name %}
+                <div class="small"><span class="text-muted">بانک:</span> {{ instance.broker.company.get_bank_name_display }}</div>
+                {% endif %}
+            </div>
+            {% endif %}
         </div>
+        
+        <!-- Signature Section (optional, compact) -->
+        {% if quote.notes %}
+        <div class="mt-3 small text-muted">یادداشت: {{ quote.notes }}</div>
         {% endif %}
         
-        <!-- Additional Info -->
-        <div class="mb-4">
-            <p><strong>صادر کننده:</strong> {{ quote.created_by.get_full_name }}</p>
-            <p class="text-muted">این پیش‌فاکتور تا تاریخ {{ quote.valid_until|date:"Y/m/d" }} معتبر است.</p>
-        </div>
-        
-        <!-- Signature Section -->
-        <div class="signature-section">
-            <div class="row">
-                <div class="col-6">
-                    <div class="text-center">
-                        <p class="mb-2"><strong>امضای مشترک</strong></p>
-                        <div class="signature-box">
-                            امضا و مهر
-                        </div>
-                        <p class="mt-2 small">تاریخ: ____/____/____</p>
-                    </div>
-                </div>
-                <div class="col-6">
-                    <div class="text-center">
-                        <p class="mb-2"><strong>امضای شرکت</strong></p>
-                        <div class="signature-box">
-                            امضا و مهر
-                        </div>
-                        <p class="mt-2 small">تاریخ: ____/____/____</p>
-                    </div>
-                </div>
-            </div>
-        </div>
-        
-        <!-- Footer -->
-        <div class="text-center mt-4 small text-muted">
-            این پیش‌فاکتور توسط سیستم مدیریت فرآیندها تولید شده است.
-        </div>
     </div>
     
     <script>
-        // Auto print on load (optional)
-        // window.onload = function() { window.print(); }
+        window.onload = function() {
+            window.print();
+            setTimeout(function(){ window.close(); }, 200);
+        };
     </script>
 </body>
 </html>
diff --git a/invoices/templates/invoices/quote_step.html b/invoices/templates/invoices/quote_step.html
index ca17747..404cf14 100644
--- a/invoices/templates/invoices/quote_step.html
+++ b/invoices/templates/invoices/quote_step.html
@@ -19,6 +19,10 @@
 
 {% block content %}
 {% include '_toasts.html' %}
+
+<!-- Instance Info Modal -->
+{% instance_info_modal instance %}
+
 <div class="container-xxl flex-grow-1 container-p-y">
   <div class="row">
     <div class="col-12 mb-4">
@@ -26,11 +30,13 @@
         <div>
           <h4 class="mb-1">{{ step.name }}: {{ instance.process.name }}</h4>
           <small class="text-muted d-block">
-            اشتراک آب: {{ instance.well.water_subscription_number|default:"-" }}
-            | نماینده: {{ instance.representative.profile.national_code|default:"-" }}
+            {% instance_info instance %}
           </small>
         </div>
-        <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">بازگشت</a>
+        <a href="{% url 'processes:request_list' %}" class="btn btn-outline-secondary">
+          <i class="bx bx-chevron-right bx-sm ms-sm-n2"></i>
+            بازگشت
+        </a>
       </div>
 
       <div class="bs-stepper wizard-vertical vertical mt-2">
@@ -50,7 +56,7 @@
                 <div class="col-12 mb-3">
                   <div class="alert alert-info">
                     <h6>پیش‌فاکتور موجود</h6>
-                    <span class="mb-1">نام: {{ existing_quote.name }} | </span>
+                    <span class="mb-1">{{ existing_quote.name }} | </span>
                     <span class="mb-1">مبلغ کل: {{ existing_quote.final_amount|floatformat:0|intcomma:False }} تومان | </span>
                     <span class="mb-0">وضعیت: {{ existing_quote.get_status_display_with_color|safe }}</span>
                   </div>
@@ -143,7 +149,7 @@
                     {% endif %}
                   {% else %}
                     {% if next_step %}
-                      <a href="{% url 'processes:step_detail' instance.id next_step.id %}" class="btn btn-label-primary">
+                      <a href="{% url 'processes:step_detail' instance.id next_step.id %}" class="btn btn-primary">
                         مرحله بعد
                         <i class="bx bx-chevron-left bx-sm me-sm-n2"></i>
                       </a>
@@ -212,4 +218,6 @@
     }
   });
 </script>
+
+
 {% endblock %}
diff --git a/invoices/urls.py b/invoices/urls.py
index c338c4c..f959799 100644
--- a/invoices/urls.py
+++ b/invoices/urls.py
@@ -15,9 +15,7 @@ urlpatterns = [
     # Quote payments step (step 3)
     path('instance/<int:instance_id>/step/<int:step_id>/payments/', views.quote_payment_step, name='quote_payment_step'),
     path('instance/<int:instance_id>/step/<int:step_id>/payments/add/', views.add_quote_payment, name='add_quote_payment'),
-    path('instance/<int:instance_id>/step/<int:step_id>/payments/<int:payment_id>/update/', views.update_quote_payment, name='update_quote_payment'),
     path('instance/<int:instance_id>/step/<int:step_id>/payments/<int:payment_id>/delete/', views.delete_quote_payment, name='delete_quote_payment'),
-    path('instance/<int:instance_id>/step/<int:step_id>/payments/approve/', views.approve_payments, name='approve_payments'),
 
     # Quote print
     path('instance/<int:instance_id>/quote/print/', views.quote_print, name='quote_print'),
diff --git a/invoices/views.py b/invoices/views.py
index 6429499..b271a29 100644
--- a/invoices/views.py
+++ b/invoices/views.py
@@ -15,6 +15,7 @@ from common.consts import UserRoles
 from .models import Item, Quote, QuoteItem, Payment, Invoice
 from installations.models import InstallationReport, InstallationItemChange
 
+
 @login_required
 def quote_step(request, instance_id, step_id):
     """مرحله انتخاب اقلام و ساخت پیش‌فاکتور"""
@@ -62,6 +63,7 @@ def quote_step(request, instance_id, step_id):
         'is_broker': is_broker,
     })
 
+
 @require_POST
 @login_required
 def create_quote(request, instance_id, step_id):
@@ -90,7 +92,7 @@ def create_quote(request, instance_id, step_id):
         except Exception:
             continue
 
-    default_item_ids = set(Item.objects.filter(is_default_in_quotes=True, is_deleted=False).values_list('id', flat=True))
+    default_item_ids = set(Item.objects.filter(is_default_in_quotes=True, is_deleted=False, is_special=False).values_list('id', flat=True))
     if default_item_ids:
         for default_id in default_item_ids:
             if default_id not in payload_by_id:
@@ -105,7 +107,7 @@ def create_quote(request, instance_id, step_id):
         return JsonResponse({'success': False, 'message': 'هیچ آیتمی انتخاب نشده است'})
 
     # Create or reuse quote
-    quote, _ = Quote.objects.get_or_create(
+    quote, created_q = Quote.objects.get_or_create(
         process_instance=instance,
         defaults={
             'name': f"پیش‌فاکتور {instance.code}",
@@ -115,6 +117,15 @@ def create_quote(request, instance_id, step_id):
         }
     )
 
+    # Track whether this step was already completed before this edit
+    step_instance_existing = instance.step_instances.filter(step=step).first()
+    was_already_completed = bool(step_instance_existing and step_instance_existing.status == 'completed')
+
+    # Snapshot previous items before overwrite for change detection
+    previous_items_map = {}
+    if not created_q:
+        previous_items_map = {qi.item_id: int(qi.quantity) for qi in quote.items.filter(is_deleted=False).all()}
+
     # Replace quote items with submitted ones
     quote.items.all().delete()
     for entry in items_payload:
@@ -137,32 +148,79 @@ def create_quote(request, instance_id, step_id):
         )
 
     quote.calculate_totals()
+
+    # Detect changes versus previous state and mark audit fields if editing after completion
+    try:
+        new_items_map = {int(entry.get('id')): int(entry.get('qty') or 1) for entry in items_payload}
+    except Exception:
+        new_items_map = {}
+
+    next_step = instance.process.steps.filter(order__gt=step.order).first()
+
+    if was_already_completed and new_items_map != previous_items_map:
+        # StepInstance-level generic audit (for reuse across steps)
+        if step_instance_existing:
+            step_instance_existing.edited_after_completion = True
+            step_instance_existing.last_edited_at = timezone.now()
+            step_instance_existing.last_edited_by = request.user
+            step_instance_existing.edit_count = (step_instance_existing.edit_count or 0) + 1
+            step_instance_existing.completed_at = timezone.now()
+            step_instance_existing.save(update_fields=['edited_after_completion', 'last_edited_at', 'last_edited_by', 'edit_count', 'completed_at'])
+
+        
+        if quote.status != 'draft':
+            quote.status = 'draft'
+            quote.save(update_fields=['status'])
+
+        # Reset ALL subsequent completed steps to in_progress
+        subsequent_steps = instance.process.steps.filter(order__gt=step.order)
+        for subsequent_step in subsequent_steps:
+            subsequent_step_instance = instance.step_instances.filter(step=subsequent_step).first()
+            if subsequent_step_instance and subsequent_step_instance.status == 'completed':
+                # Bypass validation by using update() instead of save()
+                instance.step_instances.filter(step=subsequent_step).update(
+                    status='in_progress',
+                    completed_at=None
+                )
+                # Clear previous approvals if the step requires re-approval
+                try:
+                    subsequent_step_instance.approvals.all().delete()
+                except Exception:
+                    pass
+
+        # Set current step to the next step
+        if next_step:
+            instance.current_step = next_step
+            instance.save(update_fields=['current_step'])
     
     # تکمیل مرحله
     step_instance, created = StepInstance.objects.get_or_create(
         process_instance=instance,
         step=step
     )
-    step_instance.status = 'completed'
-    step_instance.completed_at = timezone.now()
-    step_instance.save()
+    if not was_already_completed:
+        step_instance.status = 'completed'
+        step_instance.completed_at = timezone.now()
+        step_instance.save(update_fields=['status', 'completed_at'])
     
     # انتقال به مرحله بعدی
-    next_step = instance.process.steps.filter(order__gt=step.order).first()
     redirect_url = None
     if next_step:
-        instance.current_step = next_step
-        instance.save()
+        # Only advance current step if we are currently on this step to avoid regressions
+        if instance.current_step_id == step.id:
+            instance.current_step = next_step
+            instance.save(update_fields=['current_step'])
         # هدایت مستقیم به مرحله پیش‌نمایش پیش‌فاکتور
         redirect_url = reverse('invoices:quote_preview_step', args=[instance.id, next_step.id])
 
     return JsonResponse({'success': True, 'quote_id': quote.id, 'redirect': redirect_url})
 
+
 @login_required
 def quote_preview_step(request, instance_id, step_id):
     """مرحله صدور پیش‌فاکتور - نمایش و تایید فاکتور"""
     instance = get_object_or_404(
-        ProcessInstance.objects.select_related('process', 'well', 'requester', 'representative', 'representative__profile'),
+        ProcessInstance.objects.select_related('process', 'well', 'requester', 'representative', 'representative__profile', 'broker', 'broker__company', 'broker__affairs', 'broker__affairs__county', 'broker__affairs__county__city'),
         id=instance_id
     )
     step = get_object_or_404(instance.process.steps, id=step_id)
@@ -199,6 +257,7 @@ def quote_preview_step(request, instance_id, step_id):
         'is_broker': is_broker,
     })
 
+
 @login_required
 def quote_print(request, instance_id):
     """صفحه پرینت پیش‌فاکتور"""
@@ -210,6 +269,7 @@ def quote_print(request, instance_id):
         'quote': quote,
     })
 
+
 @require_POST
 @login_required  
 def approve_quote(request, instance_id, step_id):
@@ -282,6 +342,7 @@ def quote_payment_step(request, instance_id, step_id):
     }
 
     step_instance, _ = StepInstance.objects.get_or_create(process_instance=instance, step=step, defaults={'status': 'in_progress'})
+
     reqs = list(step.approver_requirements.select_related('role').all())
     user_roles_qs = getattr(getattr(request.user, 'profile', None), 'roles', None)
     user_roles = list(user_roles_qs.all()) if user_roles_qs is not None else []
@@ -295,6 +356,7 @@ def quote_payment_step(request, instance_id, step_id):
         }
         for r in reqs
     ]
+
     # dynamic permission: who can approve/reject this step (based on requirements)
     try:
         req_role_ids = {r.role_id for r in reqs}
@@ -302,20 +364,7 @@ def quote_payment_step(request, instance_id, step_id):
         can_approve_reject = len(req_role_ids.intersection(user_role_ids)) > 0
     except Exception:
         can_approve_reject = False
-    # approver status map for template
-    reqs = list(step.approver_requirements.select_related('role').all())
-    user_roles_qs = getattr(getattr(request.user, 'profile', None), 'roles', None)
-    user_roles = list(user_roles_qs.all()) if user_roles_qs is not None else []
-    approvals_list = list(step_instance.approvals.select_related('role').all())
-    approvals_by_role = {a.role_id: a for a in approvals_list}
-    approver_statuses = [
-        {
-            'role': r.role,
-            'status': (approvals_by_role.get(r.role_id).decision if approvals_by_role.get(r.role_id) else None),
-            'reason': (approvals_by_role.get(r.role_id).reason if approvals_by_role.get(r.role_id) else ''),
-        }
-        for r in reqs
-    ]
+        
 
     # Accountant/Admin approval and rejection via POST (multi-role)
     if request.method == 'POST' and request.POST.get('action') in ['approve', 'reject']:
@@ -359,6 +408,13 @@ def quote_payment_step(request, instance_id, step_id):
                 defaults={'approved_by': request.user, 'decision': 'rejected', 'reason': reason}
             )
             StepRejection.objects.create(step_instance=step_instance, rejected_by=request.user, reason=reason)
+                # If current step is ahead of this step, reset it back to this step
+            try:
+                if instance.current_step and instance.current_step.order > step.order:
+                    instance.current_step = step
+                    instance.save(update_fields=['current_step'])
+            except Exception:
+                pass
             messages.success(request, 'مرحله پرداخت‌ها رد شد و برای اصلاح بازگشت.')
             return redirect('invoices:quote_payment_step', instance_id=instance.id, step_id=step.id)
 
@@ -385,8 +441,6 @@ def quote_payment_step(request, instance_id, step_id):
         'approver_statuses': approver_statuses,
         'is_broker': is_broker,
         'is_accountant': is_accountant,
-        # dynamic permissions: any role required to approve can also manage payments
-        'can_manage_payments': can_approve_reject,
         'can_approve_reject': can_approve_reject,
     })
 
@@ -409,14 +463,16 @@ def add_quote_payment(request, instance_id, step_id):
         }
     )
 
-    # dynamic permission: users whose roles are among required approvers can add payments
+    # who can add payments
+    profile = getattr(request.user, 'profile', None)
+    is_broker = False
+    is_accountant = False
     try:
-        req_role_ids = set(step.approver_requirements.values_list('role_id', flat=True))
-        user_roles_qs = getattr(getattr(request.user, 'profile', None), 'roles', Role.objects.none())
-        user_role_ids = set(user_roles_qs.values_list('id', flat=True))
-        if len(req_role_ids.intersection(user_role_ids)) == 0:
-            return JsonResponse({'success': False, 'message': 'شما مجوز افزودن فیش را ندارید'})
+        is_broker = bool(profile and profile.has_role(UserRoles.BROKER))
+        is_accountant = bool(profile and profile.has_role(UserRoles.ACCOUNTANT))
     except Exception:
+        is_broker = False
+        is_accountant = False
         return JsonResponse({'success': False, 'message': 'شما مجوز افزودن فیش را ندارید'})
 
     logger = logging.getLogger(__name__)
@@ -474,48 +530,31 @@ def add_quote_payment(request, instance_id, step_id):
         si.approvals.all().delete()
     except Exception:
         pass
-    redirect_url = reverse('invoices:quote_payment_step', args=[instance.id, step.id])
-    return JsonResponse({'success': True, 'redirect': redirect_url})
-
-
-@require_POST
-@login_required
-def update_quote_payment(request, instance_id, step_id, payment_id):
-    instance = get_object_or_404(ProcessInstance, id=instance_id)
-    step = get_object_or_404(instance.process.steps, id=step_id)
-    quote = get_object_or_404(Quote, process_instance=instance)
-    invoice = Invoice.objects.filter(quote=quote).first()
-    if not invoice:
-        return JsonResponse({'success': False, 'message': 'فاکتور یافت نشد'})
-    payment = get_object_or_404(Payment, id=payment_id, invoice=invoice)
-
+    
+    # Reset ALL subsequent completed steps to in_progress
     try:
-        amount = request.POST.get('amount')
-        payment_date = request.POST.get('payment_date') or payment.payment_date
-        payment_method = request.POST.get('payment_method') or payment.payment_method
-        reference_number = request.POST.get('reference_number') or ''
-        notes = request.POST.get('notes') or ''
-        receipt_image = request.FILES.get('receipt_image')
-        if amount:
-            payment.amount = amount
-        payment.payment_date = payment_date
-        payment.payment_method = payment_method
-        payment.reference_number = reference_number
-        payment.notes = notes
-        # اگر نیاز به ذخیره عکس در Payment دارید، فیلد آن اضافه شده است
-        if receipt_image:
-            payment.receipt_image = receipt_image
-        payment.save()
+        subsequent_steps = instance.process.steps.filter(order__gt=step.order)
+        for subsequent_step in subsequent_steps:
+            subsequent_step_instance = instance.step_instances.filter(step=subsequent_step).first()
+            if subsequent_step_instance and subsequent_step_instance.status == 'completed':
+                # Bypass validation by using update() instead of save()
+                instance.step_instances.filter(step=subsequent_step).update(
+                    status='in_progress',
+                    completed_at=None
+                )
+                # Clear previous approvals if the step requires re-approval
+                try:
+                    subsequent_step_instance.approvals.all().delete()
+                except Exception:
+                    pass
     except Exception:
-        return JsonResponse({'success': False, 'message': 'خطا در ویرایش فیش'})
-
-    # On update, return to awaiting approval
+        pass
+    
+    # If current step is ahead of this step, reset it back to this step
     try:
-        si, _ = StepInstance.objects.get_or_create(process_instance=instance, step=step)
-        si.status = 'in_progress'
-        si.completed_at = None
-        si.save()
-        si.approvals.all().delete()
+        if instance.current_step and instance.current_step.order > step.order:
+            instance.current_step = step
+            instance.save(update_fields=['current_step'])
     except Exception:
         pass
     redirect_url = reverse('invoices:quote_payment_step', args=[instance.id, step.id])
@@ -532,15 +571,18 @@ def delete_quote_payment(request, instance_id, step_id, payment_id):
     if not invoice:
         return JsonResponse({'success': False, 'message': 'فاکتور یافت نشد'})
     payment = get_object_or_404(Payment, id=payment_id, invoice=invoice)
-    # dynamic permission: users whose roles are among required approvers can delete payments
+    
+    # who can delete payments
+    profile = getattr(request.user, 'profile', None)
+    is_broker = False
+    is_accountant = False
     try:
-        req_role_ids = set(step.approver_requirements.values_list('role_id', flat=True))
-        user_roles_qs = getattr(getattr(request.user, 'profile', None), 'roles', Role.objects.none())
-        user_role_ids = set(user_roles_qs.values_list('id', flat=True))
-        if len(req_role_ids.intersection(user_role_ids)) == 0:
-            return JsonResponse({'success': False, 'message': 'شما مجوز حذف فیش را ندارید'})
+        is_broker = bool(profile and profile.has_role(UserRoles.BROKER))
+        is_accountant = bool(profile and profile.has_role(UserRoles.ACCOUNTANT))
     except Exception:
-        return JsonResponse({'success': False, 'message': 'شما مجوز حذف فیش را ندارید'})
+        is_broker = False
+        is_accountant = False
+        return JsonResponse({'success': False, 'message': 'شما مجوز افزودن فیش را ندارید'})
 
     try:
         # soft delete using project's BaseModel delete override
@@ -556,43 +598,37 @@ def delete_quote_payment(request, instance_id, step_id, payment_id):
         si.approvals.all().delete()
     except Exception:
         pass
+
+    # Reset ALL subsequent completed steps to in_progress
+    try:
+        subsequent_steps = instance.process.steps.filter(order__gt=step.order)
+        for subsequent_step in subsequent_steps:
+            subsequent_step_instance = instance.step_instances.filter(step=subsequent_step).first()
+            if subsequent_step_instance and subsequent_step_instance.status == 'completed':
+                # Bypass validation by using update() instead of save()
+                instance.step_instances.filter(step=subsequent_step).update(
+                    status='in_progress',
+                    completed_at=None
+                )
+                # Clear previous approvals if the step requires re-approval
+                try:
+                    subsequent_step_instance.approvals.all().delete()
+                except Exception:
+                    pass
+    except Exception:
+        pass
+
+    # If current step is ahead of this step, reset it back to this step
+    try:
+        if instance.current_step and instance.current_step.order > step.order:
+            instance.current_step = step
+            instance.save(update_fields=['current_step'])
+    except Exception:
+        pass
     redirect_url = reverse('invoices:quote_payment_step', args=[instance.id, step.id])
     return JsonResponse({'success': True, 'redirect': redirect_url})
 
 
-@require_POST
-@login_required
-def approve_payments(request, instance_id, step_id):
-    """تایید مرحله پرداخت فیش‌ها و انتقال به مرحله بعد"""
-    instance = get_object_or_404(ProcessInstance, id=instance_id)
-    step = get_object_or_404(instance.process.steps, id=step_id)
-    quote = get_object_or_404(Quote, process_instance=instance)
-
-    is_fully_paid = quote.get_remaining_amount() <= 0
-
-    # تکمیل مرحله
-    step_instance, _ = StepInstance.objects.get_or_create(process_instance=instance, step=step)
-    step_instance.status = 'completed'
-    step_instance.completed_at = timezone.now()
-    step_instance.save()
-
-    # حرکت به مرحله بعد
-    next_step = instance.process.steps.filter(order__gt=step.order).first()
-    redirect_url = reverse('processes:request_list')
-    if next_step:
-        instance.current_step = next_step
-        instance.save()
-        redirect_url = reverse('processes:step_detail', args=[instance.id, next_step.id])
-
-    msg = 'پرداخت‌ها تایید شد'
-    if is_fully_paid:
-        msg += ' - مبلغ پیش‌فاکتور به طور کامل پرداخت شده است.'
-    else:
-        msg += ' - توجه: مبلغ پیش‌فاکتور به طور کامل پرداخت نشده است.'
-
-    return JsonResponse({'success': True, 'message': msg, 'redirect': redirect_url, 'is_fully_paid': is_fully_paid})
-
-
 @login_required
 def final_invoice_step(request, instance_id, step_id):
     """تجمیع اقلام پیش‌فاکتور با تغییرات نصب و صدور فاکتور نهایی"""
@@ -1010,6 +1046,25 @@ def add_final_payment(request, instance_id, step_id):
         si.save()
     except Exception:
         pass
+    
+    # Reset ALL subsequent completed steps to in_progress
+    try:
+        subsequent_steps = instance.process.steps.filter(order__gt=step.order)
+        for subsequent_step in subsequent_steps:
+            subsequent_step_instance = instance.step_instances.filter(step=subsequent_step).first()
+            if subsequent_step_instance and subsequent_step_instance.status == 'completed':
+                # Bypass validation by using update() instead of save()
+                instance.step_instances.filter(step=subsequent_step).update(
+                    status='in_progress',
+                    completed_at=None
+                )
+                # Clear previous approvals if the step requires re-approval
+                try:
+                    subsequent_step_instance.approvals.all().delete()
+                except Exception:
+                    pass
+    except Exception:
+        pass
     return JsonResponse({
         'success': True,
         'redirect': reverse('invoices:final_settlement_step', args=[instance.id, step_id]),
diff --git a/locations/admin.py b/locations/admin.py
index e4087bd..1acb6d8 100644
--- a/locations/admin.py
+++ b/locations/admin.py
@@ -29,7 +29,7 @@ class AffairsAdmin(admin.ModelAdmin):
 @admin.register(Broker)
 class BrokerAdmin(admin.ModelAdmin):
     list_display = ['name', 'affairs', 'slug']
-    list_filter = ['affairs__county__city', 'affairs__county', 'affairs']
+    list_filter = ['affairs__county__city', 'affairs__county', 'affairs' ]
     search_fields = ['name', 'affairs__name', 'affairs__county__name']
     readonly_fields = ['deleted_at']
     prepopulated_fields = {'slug': ('name',)}
diff --git a/locations/migrations/0002_broker_company.py b/locations/migrations/0002_broker_company.py
new file mode 100644
index 0000000..0856746
--- /dev/null
+++ b/locations/migrations/0002_broker_company.py
@@ -0,0 +1,20 @@
+# Generated by Django 5.2.4 on 2025-09-07 10:48
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0001_initial'),
+        ('locations', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='broker',
+            name='company',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, to='accounts.company', verbose_name='شرکت'),
+        ),
+    ]
diff --git a/locations/migrations/0003_remove_broker_company.py b/locations/migrations/0003_remove_broker_company.py
new file mode 100644
index 0000000..375adc3
--- /dev/null
+++ b/locations/migrations/0003_remove_broker_company.py
@@ -0,0 +1,17 @@
+# Generated by Django 5.2.4 on 2025-09-07 13:43
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('locations', '0002_broker_company'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='broker',
+            name='company',
+        ),
+    ]
diff --git a/processes/admin.py b/processes/admin.py
index 0cbe11f..a23a341 100644
--- a/processes/admin.py
+++ b/processes/admin.py
@@ -50,10 +50,12 @@ class ProcessInstanceAdmin(SimpleHistoryAdmin):
     verbose_name_plural = "درخواست‌ها"
     list_display = [
         'code',
+        'current_step',
         'slug', 
         'well_display', 
         'representative', 
         'requester', 
+        'broker', 
         'process', 
         'status_display', 
         'priority_display', 
@@ -65,7 +67,8 @@ class ProcessInstanceAdmin(SimpleHistoryAdmin):
         'status', 
         'priority',
         'created',
-        'well__representative'
+        'well__representative',
+        'broker'
     ]
     search_fields = [
         'code',
@@ -86,6 +89,7 @@ class ProcessInstanceAdmin(SimpleHistoryAdmin):
         'well', 
         'representative', 
         'requester', 
+        'broker',
         'process', 
         'current_step'
     ]
@@ -99,7 +103,7 @@ class ProcessInstanceAdmin(SimpleHistoryAdmin):
             'fields': ('well', 'representative')
         }),
         ('اطلاعات درخواست', {
-            'fields': ('requester', 'priority')
+            'fields': ('requester', 'broker', 'priority')
         }),
         ('وضعیت و پیشرفت', {
             'fields': ('status', 'current_step')
@@ -139,7 +143,7 @@ class ProcessInstanceAdmin(SimpleHistoryAdmin):
 
 @admin.register(StepInstance)
 class StepInstanceAdmin(SimpleHistoryAdmin):
-    list_display = ['process_instance', 'step', 'assigned_to', 'status_display', 'rejection_count', 'started_at', 'completed_at']
+    list_display = ['process_instance', 'step', 'assigned_to', 'status_display', 'rejection_count', 'edit_count', 'started_at', 'completed_at']
     list_filter = ['status', 'step__process', 'started_at']
     search_fields = ['process_instance__name', 'step__name', 'assigned_to__username']
     readonly_fields = ['started_at', 'completed_at']
diff --git a/processes/migrations/0002_processinstance_broker.py b/processes/migrations/0002_processinstance_broker.py
new file mode 100644
index 0000000..d955fac
--- /dev/null
+++ b/processes/migrations/0002_processinstance_broker.py
@@ -0,0 +1,20 @@
+# Generated by Django 5.2.4 on 2025-09-07 13:43
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('locations', '0003_remove_broker_company'),
+        ('processes', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='processinstance',
+            name='broker',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='process_instances', to='locations.broker', verbose_name='کارگزار'),
+        ),
+    ]
diff --git a/processes/migrations/0003_historicalstepinstance_edit_count_and_more.py b/processes/migrations/0003_historicalstepinstance_edit_count_and_more.py
new file mode 100644
index 0000000..6e983f6
--- /dev/null
+++ b/processes/migrations/0003_historicalstepinstance_edit_count_and_more.py
@@ -0,0 +1,56 @@
+# Generated by Django 5.2.4 on 2025-09-08 08:18
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('processes', '0002_processinstance_broker'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='historicalstepinstance',
+            name='edit_count',
+            field=models.PositiveIntegerField(default=0, verbose_name='تعداد ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='historicalstepinstance',
+            name='edited_after_completion',
+            field=models.BooleanField(default=False, verbose_name='ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='historicalstepinstance',
+            name='last_edited_at',
+            field=models.DateTimeField(blank=True, null=True, verbose_name='آخرین زمان ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='historicalstepinstance',
+            name='last_edited_by',
+            field=models.ForeignKey(blank=True, db_constraint=False, null=True, on_delete=django.db.models.deletion.DO_NOTHING, related_name='+', to=settings.AUTH_USER_MODEL, verbose_name='ویرایش توسط'),
+        ),
+        migrations.AddField(
+            model_name='stepinstance',
+            name='edit_count',
+            field=models.PositiveIntegerField(default=0, verbose_name='تعداد ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='stepinstance',
+            name='edited_after_completion',
+            field=models.BooleanField(default=False, verbose_name='ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='stepinstance',
+            name='last_edited_at',
+            field=models.DateTimeField(blank=True, null=True, verbose_name='آخرین زمان ویرایش پس از تکمیل'),
+        ),
+        migrations.AddField(
+            model_name='stepinstance',
+            name='last_edited_by',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='step_instances_edited', to=settings.AUTH_USER_MODEL, verbose_name='ویرایش توسط'),
+        ),
+    ]
diff --git a/processes/models.py b/processes/models.py
index a8a5494..414d475 100644
--- a/processes/models.py
+++ b/processes/models.py
@@ -5,7 +5,7 @@ from simple_history.models import HistoricalRecords
 from django.core.exceptions import ValidationError
 from django.utils import timezone
 from django.conf import settings
-from accounts.models import Role
+from accounts.models import Role, Broker
 from _helpers.utils import generate_unique_slug
 import random
 
@@ -174,7 +174,7 @@ class ProcessInstance(SluggedModel):
         blank=True,
         verbose_name="مرحله فعلی",
     )
-    
+
     status = models.CharField(
         max_length=20,
         choices=STATUS_CHOICES,
@@ -188,6 +188,15 @@ class ProcessInstance(SluggedModel):
         default='medium',
         verbose_name="اولویت"
     )
+
+    broker = models.ForeignKey(
+        Broker,
+        on_delete=models.SET_NULL,
+        verbose_name="کارگزار",
+        blank=True,
+        null=True,
+        related_name='process_instances'
+    )
     
     completed_at = models.DateTimeField(
         null=True,
@@ -205,13 +214,6 @@ class ProcessInstance(SluggedModel):
             return f"{self.process.name} - {self.well.water_subscription_number}"
         return f"{self.process.name} - {self.requester.get_full_name()}"
 
-    def clean(self):
-        """اعتبارسنجی مدل"""
-        if self.well and self.representative and self.well.representative != self.representative:
-            raise ValidationError("نماینده درخواست باید همان نماینده ثبت شده در چاه باشد")
-        
-        if self.well and self.representative and self.requester == self.representative:
-            raise ValidationError("درخواست کننده نمی‌تواند نماینده چاه باشد")
 
     def save(self, *args, **kwargs):
         # Generate unique 5-digit numeric code if missing
@@ -233,6 +235,13 @@ class ProcessInstance(SluggedModel):
         if self.status == 'completed' and not self.completed_at:
             self.completed_at = timezone.now()
         
+        # Auto-set broker if not already set
+        if not self.broker:
+            if self.well and hasattr(self.well, 'broker') and self.well.broker:
+                self.broker = self.well.broker
+            elif self.requester and hasattr(self.requester, 'profile') and self.requester.profile and hasattr(self.requester.profile, 'broker') and self.requester.profile.broker:
+                self.broker = self.requester.profile.broker
+        
         super().save(*args, **kwargs)
 
     def get_status_display_with_color(self):
@@ -318,6 +327,12 @@ class StepInstance(models.Model):
     notes = models.TextField(verbose_name="یادداشت‌ها", blank=True)
     started_at = models.DateTimeField(auto_now_add=True, verbose_name="تاریخ شروع")
     completed_at = models.DateTimeField(null=True, blank=True, verbose_name="تاریخ تکمیل")
+    # Generic edit-tracking for post-completion modifications
+    edited_after_completion = models.BooleanField(default=False, verbose_name="ویرایش پس از تکمیل")
+    last_edited_at = models.DateTimeField(null=True, blank=True, verbose_name="آخرین زمان ویرایش پس از تکمیل")
+    last_edited_by = models.ForeignKey(User, on_delete=models.SET_NULL, null=True, blank=True, related_name='step_instances_edited', verbose_name="ویرایش توسط")
+    edit_count = models.PositiveIntegerField(default=0, verbose_name="تعداد ویرایش پس از تکمیل")
+    
     history = HistoricalRecords()
 
     class Meta:
diff --git a/processes/templates/processes/includes/instance_info_modal.html b/processes/templates/processes/includes/instance_info_modal.html
new file mode 100644
index 0000000..03ae863
--- /dev/null
+++ b/processes/templates/processes/includes/instance_info_modal.html
@@ -0,0 +1,275 @@
+{% load common_tags %}
+
+<!-- Modal for Instance Info -->
+<div class="modal fade" id="{{ modal_id }}" tabindex="-1" aria-hidden="true">
+  <div class="modal-dialog modal-lg">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h5 class="modal-title">اطلاعات درخواست {{ instance.code }}</h5>
+        <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
+      </div>
+      <div class="modal-body">
+        <div class="row g-4">
+          
+          <!-- Well Information -->
+          {% if well %}
+          <div class="col-12">
+            <div class="card border-0 bg-light">
+              <div class="card-header bg-label-primary text-white py-2">
+                <h6 class="mb-0">
+                  <i class="bx bx-water me-2"></i>اطلاعات چاه
+                </h6>
+              </div>
+              <div class="card-body pt-3">
+                <div class="row g-3">
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-droplet text-primary me-2"></i>
+                      <strong>شماره اشتراک آب:</strong>
+                      <span class="ms-2">{{ well.water_subscription_number|default:"-" }}</span>
+                    </div>
+                  </div>
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-bolt text-warning me-2"></i>
+                      <strong>شماره اشتراک برق:</strong>
+                      <span class="ms-2">{{ well.electricity_subscription_number|default:"-" }}</span>
+                    </div>
+                  </div>
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-barcode text-info me-2"></i>
+                      <strong>سریال کنتور:</strong>
+                      <span class="ms-2">{{ well.water_meter_serial_number|default:"-" }}</span>
+                    </div>
+                  </div>
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-barcode-reader text-secondary me-2"></i>
+                      <strong>سریال قدیمی:</strong>
+                      <span class="ms-2">{{ well.water_meter_old_serial_number|default:"-" }}</span>
+                    </div>
+                  </div>
+                  {% if well.water_meter_manufacturer %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-factory text-success me-2"></i>
+                      <strong>سازنده کنتور:</strong>
+                      <span class="ms-2">{{ well.water_meter_manufacturer.name }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-tachometer text-danger me-2"></i>
+                      <strong>قدرت چاه:</strong>
+                      <span class="ms-2">{{ well.well_power|default:"-" }}</span>
+                    </div>
+                  </div>
+                  {% if well.utm_x and well.utm_y %}
+                  <div class="col-12">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-map text-info me-2"></i>
+                      <strong>مختصات:</strong>
+                      <span class="ms-2">X: {{ well.utm_x }}, Y: {{ well.utm_y }}</span>
+                      {% if well.utm_zone %}<span class="text-muted ms-2">(Zone: {{ well.utm_zone }})</span>{% endif %}
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if well.county %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-map-pin text-warning me-2"></i>
+                      <strong>شهرستان:</strong>
+                      <span class="ms-2">{{ well.county }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if well.affairs %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-building text-primary me-2"></i>
+                      <strong>امور:</strong>
+                      <span class="ms-2">{{ well.affairs }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if well.reference_letter_number %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-file text-secondary me-2"></i>
+                      <strong>شماره معرفی نامه:</strong>
+                      <span class="ms-2">{{ well.reference_letter_number }}</span>
+                      {% if well.reference_letter_date %}
+                        <span class="text-muted ms-2">({{ well.reference_letter_date|to_jalali }})</span>
+                      {% endif %}
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if well.representative_letter_file %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-file text-secondary me-2"></i>
+                      <strong>فایل نامه نمایندگی:</strong>
+                      <a href="{{ well.representative_letter_file.url }}" class="ms-2">دانلود</a>
+                    </div>
+                  </div>
+                  {% endif %}
+                </div>
+              </div>
+            </div>
+          </div>
+          {% endif %}
+
+          <!-- Representative Information -->
+          {% if representative %}
+          <div class="col-12">
+            <div class="card border-0 bg-light">
+              <div class="card-header bg-label-success text-white py-2">
+                <h6 class="mb-0">
+                  <i class="bx bx-user me-2"></i>اطلاعات نماینده
+                </h6>
+              </div>
+              <div class="card-body pt-3">
+                <div class="row g-3">
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-user-circle text-primary me-2"></i>
+                      <strong>نام و نام خانوادگی:</strong>
+                      <span class="ms-2">{{ representative.get_full_name|default:representative.username }}</span>
+                    </div>
+                  </div>
+                  {% if representative.profile.national_code %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-id-card text-info me-2"></i>
+                      <strong>کد ملی:</strong>
+                      <span class="ms-2">{{ representative.profile.national_code }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if representative.profile.phone_number_1 %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-phone text-success me-2"></i>
+                      <strong>تلفن اول:</strong>
+                      <span class="ms-2">{{ representative.profile.phone_number_1 }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if representative.profile.phone_number_2 %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-phone text-success me-2"></i>
+                      <strong>تلفن دوم:</strong>
+                      <span class="ms-2">{{ representative.profile.phone_number_2 }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if representative.profile.bank_name %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-credit-card text-warning me-2"></i>
+                      <strong>بانک:</strong>
+                      <span class="ms-2">{{ representative.profile.get_bank_name_display }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if representative.profile.card_number %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-credit-card-alt text-secondary me-2"></i>
+                      <strong>شماره کارت:</strong>
+                      <span class="ms-2">{{ representative.profile.card_number }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if representative.profile.account_number %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-wallet text-info me-2"></i>
+                      <strong>شماره حساب:</strong>
+                      <span class="ms-2">{{ representative.profile.account_number }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if representative.profile.address %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-start mb-2">
+                      <i class="bx bx-map text-danger me-2 mt-1"></i>
+                      <div>
+                        <strong>آدرس:</strong>
+                        <p class="mb-0 ms-2 text-wrap">{{ representative.profile.address }}</p>
+                      </div>
+                    </div>
+                  </div>
+                  {% endif %}
+                </div>
+              </div>
+            </div>
+          </div>
+          {% endif %}
+
+          <!-- Process Information -->
+          <div class="col-12">
+            <div class="card border-0 bg-light">
+              <div class="card-header bg-label-info text-white py-2">
+                <h6 class="mb-0">
+                  <i class="bx bx-cog me-2"></i>اطلاعات فرآیند
+                </h6>
+              </div>
+              <div class="card-body pt-3">
+                <div class="row g-3">
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-list-ul text-primary me-2"></i>
+                      <strong>نوع فرآیند:</strong>
+                      <span class="ms-2">{{ instance.process.name }}</span>
+                    </div>
+                  </div>
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-calendar text-success me-2"></i>
+                      <strong>تاریخ ایجاد:</strong>
+                      <span class="ms-2">{{ instance.jcreated }}</span>
+                    </div>
+                  </div>
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-check-circle text-info me-2"></i>
+                      <strong>وضعیت:</strong>
+                      <span class="ms-2 badge bg-label-primary">{{ instance.get_status_display }}</span>
+                    </div>
+                  </div>
+                  {% if instance.current_step %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-center mb-2">
+                      <i class="bx bx-step-forward text-primary me-2"></i>
+                      <strong>مرحله فعلی:</strong>
+                      <span class="ms-2 badge bg-label-success">{{ instance.current_step.name }}</span>
+                    </div>
+                  </div>
+                  {% endif %}
+                  {% if instance.description %}
+                  <div class="col-md-6">
+                    <div class="d-flex align-items-start mb-2">
+                      <i class="bx bx-note text-secondary me-2 mt-1"></i>
+                      <div>
+                        <strong>توضیحات:</strong>
+                        <p class="mb-0 ms-2 text-wrap">{{ instance.description }}</p>
+                      </div>
+                    </div>
+                  </div>
+                  {% endif %}
+                </div>
+              </div>
+            </div>
+          </div>
+        </div>
+      </div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">بستن</button>
+      </div>
+    </div>
+  </div>
+</div>
diff --git a/processes/templatetags/processes_tags.py b/processes/templatetags/processes_tags.py
index 980e3fd..0922e3c 100644
--- a/processes/templatetags/processes_tags.py
+++ b/processes/templatetags/processes_tags.py
@@ -50,3 +50,57 @@ def stepper_header(instance, current_step=None):
     }
 
 # moved to _base/common/templatetags/common_tags.py
+
+@register.inclusion_tag('processes/includes/instance_info_modal.html')
+def instance_info_modal(instance, modal_id=None):
+    """
+    نمایش مدال اطلاعات کامل چاه و نماینده
+    
+    استفاده:
+    {% load processes_tags %}
+    {% instance_info_modal instance %}
+    
+    یا با modal_id سفارشی:
+    {% instance_info_modal instance "myCustomModal" %}
+    """
+    if not isinstance(instance, ProcessInstance):
+        return {}
+    
+    if not modal_id:
+        modal_id = f"instanceInfoModal_{instance.id}"
+    
+    return {
+        'instance': instance,
+        'modal_id': modal_id,
+        'well': instance.well,
+        'representative': instance.representative,
+    }
+
+@register.simple_tag
+def instance_info(instance, modal_id=None):
+    """
+    آیکون info برای نمایش مدال اطلاعات
+    
+    استفاده:
+    {% load processes_tags %}
+    نام کاربر: {{ user.name }} {% instance_info_icon instance %}
+    
+    یا با modal_id سفارشی:
+    {% instance_info_icon instance "myCustomModal" %}
+    """
+    if not isinstance(instance, ProcessInstance):
+        return ""
+    
+    if not modal_id:
+        modal_id = f"instanceInfoModal_{instance.id}"
+    
+    html = f'''
+    اشتراک آب: {instance.well.water_subscription_number }
+    | نماینده: {instance.representative.profile.national_code }
+    <i class="bx bx-info-circle text-muted ms-1" 
+       style="cursor: pointer; font-size: 14px;" 
+       data-bs-toggle="modal" 
+       data-bs-target="#{modal_id}" 
+       title="اطلاعات کامل چاه و نماینده"></i>
+    '''
+    return mark_safe(html)
diff --git a/processes/views.py b/processes/views.py
index 25ae77d..f84e826 100644
--- a/processes/views.py
+++ b/processes/views.py
@@ -237,6 +237,7 @@ def create_request_with_entities(request):
         well=well,
         representative=representative_user,
         requester=request.user,
+        broker=request.user.profile.broker if request.user.profile else None,
         status='pending',
         priority='medium',
     )