Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/lib/forms-shared.ts

@@ -0,0 +1,157 @@
+import { supabase } from "@/integrations/supabase/client";
+import { format } from "date-fns";
+
+export interface ClientLite {
+  id: string;
+  name: string;
+  address_line1: string | null;
+  address_line2: string | null;
+  city: string | null;
+  state: string | null;
+  postal_code: string | null;
+  primary_contact_email: string | null;
+  primary_contact_phone: string | null;
+  annual_interest_rate: number | null;
+}
+
+export interface HomeownerLite {
+  id: string;
+  client_id: string;
+  first_name: string;
+  last_name: string;
+  unit_number: string | null;
+  address: string | null;
+  email: string | null;
+  phone: string | null;
+  opening_balance: number;
+}
+
+export async function fetchClients(): Promise<ClientLite[]> {
+  const { data } = await supabase
+    .from("clients")
+    .select(
+      "id,name,address_line1,address_line2,city,state,postal_code,primary_contact_email,primary_contact_phone,annual_interest_rate",
+    )
+    .order("name");
+  return (data ?? []) as ClientLite[];
+}
+
+export async function fetchHomeowners(clientId: string): Promise<HomeownerLite[]> {
+  const { data } = await supabase
+    .from("homeowners")
+    .select("id,client_id,first_name,last_name,unit_number,address,email,phone,opening_balance")
+    .eq("client_id", clientId)
+    .order("last_name");
+  return (data ?? []) as HomeownerLite[];
+}
+
+export function ownerFullName(h: HomeownerLite | null | undefined): string {
+  if (!h) return "";
+  return `${h.first_name} ${h.last_name}`.trim();
+}
+
+export function clientAddressLines(c: ClientLite | null | undefined): string[] {
+  if (!c) return [];
+  const lines: string[] = [];
+  if (c.address_line1) lines.push(c.address_line1);
+  if (c.address_line2) lines.push(c.address_line2);
+  const cityLine = [c.city, c.state, c.postal_code].filter(Boolean).join(", ");
+  if (cityLine) lines.push(cityLine);
+  return lines;
+}
+
+export function ownerMailingLines(h: HomeownerLite | null | undefined): string[] {
+  if (!h) return [];
+  const lines: string[] = [ownerFullName(h)];
+  if (h.address) lines.push(h.address);
+  return lines;
+}
+
+export const SYSTEM_VARIABLES = [
+  { key: "{{clientName}}", description: "Client / Association name" },
+  { key: "{{ownerName}}", description: "Homeowner full name" },
+  { key: "{{propertyAddress}}", description: "Homeowner property address" },
+  { key: "{{unitNumber}}", description: "Homeowner unit number" },
+  { key: "{{accountNumber}}", description: "Account / unit identifier" },
+  { key: "{{balance}}", description: "Current balance" },
+  { key: "{{currentDate}}", description: "Today's date" },
+  { key: "{{firmName}}", description: "Your firm name" },
+] as const;
+
+export function applyVariables(
+  body: string,
+  ctx: { client?: ClientLite | null; homeowner?: HomeownerLite | null; firmName?: string },
+): string {
+  const today = format(new Date(), "MMMM d, yyyy");
+  const replacements: Record<string, string> = {
+    "{{clientName}}": ctx.client?.name ?? "",
+    "{{ownerName}}": ownerFullName(ctx.homeowner),
+    "{{propertyAddress}}": ctx.homeowner?.address ?? "",
+    "{{unitNumber}}": ctx.homeowner?.unit_number ?? "",
+    "{{accountNumber}}": ctx.homeowner?.unit_number ?? "",
+    "{{balance}}": (ctx.homeowner?.opening_balance ?? 0).toFixed(2),
+    "{{currentDate}}": today,
+    "{{firmName}}": ctx.firmName ?? "",
+  };
+  let out = body;
+  for (const [k, v] of Object.entries(replacements)) {
+    out = out.split(k).join(v);
+  }
+  return out;
+}
+
+export function fmtCurrency(n: number | string | null | undefined): string {
+  const v = typeof n === "string" ? parseFloat(n) : (n ?? 0);
+  return (Number.isFinite(v) ? v : 0).toLocaleString("en-US", {
+    minimumFractionDigits: 2,
+    maximumFractionDigits: 2,
+  });
+}
+
+export function fmtDateLong(d: Date | string | null | undefined): string {
+  if (!d) return "";
+  const date = typeof d === "string" ? new Date(d.includes("T") ? d : d + "T12:00:00") : d;
+  return format(date, "MMMM d, yyyy");
+}
+
+export interface FirmInfo {
+  company_name: string | null;
+  address_line1: string | null;
+  address_line2: string | null;
+  city: string | null;
+  state: string | null;
+  postal_code: string | null;
+  contact_email: string | null;
+  contact_phone: string | null;
+  website: string | null;
+}
+
+export async function fetchFirm(): Promise<FirmInfo | null> {
+  const { data } = await supabase.from("firm_settings").select("*").maybeSingle();
+  return (data as FirmInfo) ?? null;
+}
+
+export async function savePdfToDocuments(opts: {
+  blob: Blob;
+  caseId: string;
+  name: string;
+  folder?: string;
+}) {
+  const { blob, caseId, name, folder = "Forms & Letters" } = opts;
+  const path = `${caseId}/${Date.now()}-${name}`;
+  const { error: upErr } = await supabase.storage
+    .from("case-documents")
+    .upload(path, blob, { contentType: "application/pdf", upsert: false });
+  if (upErr) throw upErr;
+  const { data: u } = await supabase.auth.getUser();
+  const { error: insErr } = await supabase.from("documents").insert({
+    case_id: caseId,
+    folder,
+    name,
+    storage_path: path,
+    mime_type: "application/pdf",
+    size_bytes: blob.size,
+    uploaded_by: u.user?.id ?? null,
+  });
+  if (insErr) throw insErr;
+}