Added Collections tab & ledger

X-Lovable-Edit-ID: edt-797ef967-78a5-4d1a-878c-985339ceb58c Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
2026-04-17 00:50:29 +00:00
parent 42f6fab6e7 42f04c6633
commit 09682a6c1d
6 changed files with 1555 additions and 3 deletions
@@ -32,6 +32,7 @@ const schema = z.object({
  postal_code: z.string().trim().max(20).optional().or(z.literal("")),
  management_company: z.string().trim().max(200).optional().or(z.literal("")),
  num_units: z.coerce.number().int().min(0).max(100000).optional().or(z.literal("").transform(() => undefined)),
+  annual_interest_rate: z.coerce.number().min(0).max(100).optional().or(z.literal("").transform(() => undefined)),
  board_members: z.array(boardMember),
  notes: z.string().trim().max(5000).optional().or(z.literal("")),
 });
@@ -66,6 +67,7 @@ export function ClientFormDialog({
      postal_code: "",
      management_company: "",
      num_units: undefined as any,
+      annual_interest_rate: undefined as any,
      board_members: [],
      notes: "",
    },
@@ -85,6 +87,7 @@ export function ClientFormDialog({
        postal_code: client?.postal_code ?? "",
        management_company: client?.management_company ?? "",
        num_units: client?.num_units ?? (undefined as any),
+        annual_interest_rate: client?.annual_interest_rate ?? (undefined as any),
        board_members: client?.board_members ?? [],
        notes: client?.notes ?? "",
      });
@@ -106,6 +109,12 @@ export function ClientFormDialog({
    const payload: any = {
      ...values,
      num_units: values.num_units || null,
+      annual_interest_rate:
+        values.annual_interest_rate === undefined ||
+        values.annual_interest_rate === null ||
+        (values.annual_interest_rate as any) === ""
+          ? null
+          : values.annual_interest_rate,
      // strip empty strings to nulls
      ...Object.fromEntries(
        Object.entries(values).map(([k, v]) => [k, v === "" ? null : v]),
@@ -176,7 +185,7 @@ export function ClientFormDialog({
            </div>

            {clientType === "hoa" && (
-              <div className="grid grid-cols-2 gap-3">
+              <div className="grid grid-cols-3 gap-3">
                <FormField
                  control={form.control}
                  name="management_company"
@@ -201,6 +210,27 @@ export function ClientFormDialog({
                    </FormItem>
                  )}
                />
+                <FormField
+                  control={form.control}
+                  name="annual_interest_rate"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>Interest rate (% / yr)</FormLabel>
+                      <FormControl>
+                        <Input
+                          type="number"
+                          step="0.01"
+                          min={0}
+                          max={100}
+                          placeholder="e.g. 18"
+                          {...field}
+                          value={field.value ?? ""}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
              </div>
            )}

@@ -141,6 +141,7 @@ export type Database = {
        Row: {
          address_line1: string | null
          address_line2: string | null
+          annual_interest_rate: number | null
          board_members: Json
          city: string | null
          client_type: Database["public"]["Enums"]["client_type"]
@@ -161,6 +162,7 @@ export type Database = {
        Insert: {
          address_line1?: string | null
          address_line2?: string | null
+          annual_interest_rate?: number | null
          board_members?: Json
          city?: string | null
          client_type?: Database["public"]["Enums"]["client_type"]
@@ -181,6 +183,7 @@ export type Database = {
        Update: {
          address_line1?: string | null
          address_line2?: string | null
+          annual_interest_rate?: number | null
          board_members?: Json
          city?: string | null
          client_type?: Database["public"]["Enums"]["client_type"]
@@ -200,6 +203,107 @@ export type Database = {
        }
        Relationships: []
      }
+      collection_ledger_entries: {
+        Row: {
+          collection_id: string
+          created_at: string
+          created_by: string | null
+          credit: number
+          debit: number
+          description: string | null
+          entry_date: string
+          id: string
+          transaction_type: string
+          updated_at: string
+        }
+        Insert: {
+          collection_id: string
+          created_at?: string
+          created_by?: string | null
+          credit?: number
+          debit?: number
+          description?: string | null
+          entry_date?: string
+          id?: string
+          transaction_type: string
+          updated_at?: string
+        }
+        Update: {
+          collection_id?: string
+          created_at?: string
+          created_by?: string | null
+          credit?: number
+          debit?: number
+          description?: string | null
+          entry_date?: string
+          id?: string
+          transaction_type?: string
+          updated_at?: string
+        }
+        Relationships: [
+          {
+            foreignKeyName: "collection_ledger_entries_collection_id_fkey"
+            columns: ["collection_id"]
+            isOneToOne: false
+            referencedRelation: "collections"
+            referencedColumns: ["id"]
+          },
+        ]
+      }
+      collections: {
+        Row: {
+          case_id: string
+          closed_at: string | null
+          created_at: string
+          created_by: string | null
+          homeowner_id: string
+          id: string
+          notes: string | null
+          opened_at: string
+          status: string
+          updated_at: string
+        }
+        Insert: {
+          case_id: string
+          closed_at?: string | null
+          created_at?: string
+          created_by?: string | null
+          homeowner_id: string
+          id?: string
+          notes?: string | null
+          opened_at?: string
+          status?: string
+          updated_at?: string
+        }
+        Update: {
+          case_id?: string
+          closed_at?: string | null
+          created_at?: string
+          created_by?: string | null
+          homeowner_id?: string
+          id?: string
+          notes?: string | null
+          opened_at?: string
+          status?: string
+          updated_at?: string
+        }
+        Relationships: [
+          {
+            foreignKeyName: "collections_case_id_fkey"
+            columns: ["case_id"]
+            isOneToOne: false
+            referencedRelation: "cases"
+            referencedColumns: ["id"]
+          },
+          {
+            foreignKeyName: "collections_homeowner_id_fkey"
+            columns: ["homeowner_id"]
+            isOneToOne: false
+            referencedRelation: "homeowners"
+            referencedColumns: ["id"]
+          },
+        ]
+      }
      documents: {
        Row: {
          case_id: string
@@ -301,6 +405,62 @@ export type Database = {
          },
        ]
      }
+      homeowners: {
+        Row: {
+          address: string | null
+          client_id: string
+          created_at: string
+          created_by: string | null
+          email: string | null
+          first_name: string
+          id: string
+          last_name: string
+          notes: string | null
+          opening_balance: number
+          phone: string | null
+          unit_number: string | null
+          updated_at: string
+        }
+        Insert: {
+          address?: string | null
+          client_id: string
+          created_at?: string
+          created_by?: string | null
+          email?: string | null
+          first_name: string
+          id?: string
+          last_name: string
+          notes?: string | null
+          opening_balance?: number
+          phone?: string | null
+          unit_number?: string | null
+          updated_at?: string
+        }
+        Update: {
+          address?: string | null
+          client_id?: string
+          created_at?: string
+          created_by?: string | null
+          email?: string | null
+          first_name?: string
+          id?: string
+          last_name?: string
+          notes?: string | null
+          opening_balance?: number
+          phone?: string | null
+          unit_number?: string | null
+          updated_at?: string
+        }
+        Relationships: [
+          {
+            foreignKeyName: "homeowners_client_id_fkey"
+            columns: ["client_id"]
+            isOneToOne: false
+            referencedRelation: "clients"
+            referencedColumns: ["id"]
+          },
+        ]
+      }
      invoices: {
        Row: {
          amount_paid: number
@@ -8,7 +8,7 @@ import { Badge } from "@/components/ui/badge";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
 import { supabase } from "@/integrations/supabase/client";
-import { ArrowLeft, FileText, Clock, DollarSign, Activity, Receipt, Scale } from "lucide-react";
+import { ArrowLeft, FileText, Clock, DollarSign, Activity, Receipt, Scale, Users } from "lucide-react";
 import { formatCurrency, formatDate, statusBadgeClass } from "@/lib/format";
 import { CaseDocumentsTab } from "@/components/cases/documents-tab";
 import { CaseTimeTab } from "@/components/cases/time-tab";
@@ -16,6 +16,7 @@ import { CaseExpensesTab } from "@/components/cases/expenses-tab";
 import { CaseStatusTab } from "@/components/cases/status-tab";
 import { CaseInvoicesTab } from "@/components/cases/invoices-tab";
 import { CaseLitigationTab } from "@/components/cases/litigation-tab";
+import { CaseCollectionsTab } from "@/components/cases/collections-tab";
 import { toast } from "sonner";
 import { useAuth } from "@/lib/auth";

@@ -38,7 +39,7 @@ function CaseDetail() {
    const [{ data: c, error }, { data: us }] = await Promise.all([
      supabase
        .from("cases")
-        .select("*, client:clients(id, name, client_type), assignee:profiles!cases_assigned_attorney_id_fkey(id, full_name, email)")
+        .select("*, client:clients(id, name, client_type, annual_interest_rate), assignee:profiles!cases_assigned_attorney_id_fkey(id, full_name, email)")
        .eq("id", caseId)
        .maybeSingle(),
      supabase.from("profiles").select("id, full_name, email"),
@@ -144,6 +145,9 @@ function CaseDetail() {
          <TabsTrigger value="time"><Clock className="h-3.5 w-3.5 mr-1.5" />Time</TabsTrigger>
          <TabsTrigger value="expenses"><DollarSign className="h-3.5 w-3.5 mr-1.5" />Expenses</TabsTrigger>
          <TabsTrigger value="invoices"><Receipt className="h-3.5 w-3.5 mr-1.5" />Invoices</TabsTrigger>
+          {data.client?.client_type === "hoa" && (
+            <TabsTrigger value="collections"><Users className="h-3.5 w-3.5 mr-1.5" />Collections</TabsTrigger>
+          )}
        </TabsList>
        <TabsContent value="litigation"><CaseLitigationTab caseRecord={data} canManage={canManage} onSaved={load} /></TabsContent>
        <TabsContent value="overview"><CaseStatusTab caseId={caseId} /></TabsContent>
@@ -151,6 +155,9 @@ function CaseDetail() {
        <TabsContent value="time"><CaseTimeTab caseRecord={data} /></TabsContent>
        <TabsContent value="expenses"><CaseExpensesTab caseId={caseId} /></TabsContent>
        <TabsContent value="invoices"><CaseInvoicesTab caseRecord={data} /></TabsContent>
+        {data.client?.client_type === "hoa" && (
+          <TabsContent value="collections"><CaseCollectionsTab caseRecord={data} /></TabsContent>
+        )}
      </Tabs>

      <div className="mt-8 grid grid-cols-2 sm:grid-cols-4 gap-3 text-center text-xs">
@@ -105,6 +105,14 @@ function ClientDetail() {
                  <>
                    <DetailRow label="Units" value={client.num_units} />
                    <DetailRow label="Management Co." value={client.management_company} />
+                    <DetailRow
+                      label="Interest rate"
+                      value={
+                        client.annual_interest_rate != null
+                          ? `${client.annual_interest_rate}% per annum`
+                          : null
+                      }
+                    />
                  </>
                )}
                <DetailRow label="Primary contact" value={client.primary_contact_name} />
@@ -0,0 +1,142 @@
+-- 1. Annual interest rate on clients (per annum, non-compounded, applied monthly)
+ALTER TABLE public.clients
+  ADD COLUMN IF NOT EXISTS annual_interest_rate numeric;
+
+-- 2. Homeowners (belong to a client / HOA)
+CREATE TABLE IF NOT EXISTS public.homeowners (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  client_id uuid NOT NULL REFERENCES public.clients(id) ON DELETE CASCADE,
+  first_name text NOT NULL,
+  last_name text NOT NULL,
+  unit_number text,
+  address text,
+  email text,
+  phone text,
+  opening_balance numeric NOT NULL DEFAULT 0,
+  notes text,
+  created_by uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+CREATE INDEX IF NOT EXISTS idx_homeowners_client ON public.homeowners(client_id);
+
+ALTER TABLE public.homeowners ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY homeowners_select_auth ON public.homeowners
+  FOR SELECT TO authenticated USING (true);
+
+CREATE POLICY homeowners_insert_auth ON public.homeowners
+  FOR INSERT TO authenticated WITH CHECK (auth.uid() IS NOT NULL);
+
+CREATE POLICY homeowners_update_owner ON public.homeowners
+  FOR UPDATE TO authenticated
+  USING (public.is_admin(auth.uid()) OR created_by = auth.uid());
+
+CREATE POLICY homeowners_delete_admin ON public.homeowners
+  FOR DELETE TO authenticated
+  USING (public.is_admin(auth.uid()) OR created_by = auth.uid());
+
+CREATE TRIGGER homeowners_set_updated_at
+  BEFORE UPDATE ON public.homeowners
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
+
+-- 3. Collections (one record per homeowner per case/matter)
+CREATE TABLE IF NOT EXISTS public.collections (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  case_id uuid NOT NULL REFERENCES public.cases(id) ON DELETE CASCADE,
+  homeowner_id uuid NOT NULL REFERENCES public.homeowners(id) ON DELETE RESTRICT,
+  status text NOT NULL DEFAULT 'late_notice',
+  notes text,
+  opened_at date NOT NULL DEFAULT CURRENT_DATE,
+  closed_at date,
+  created_by uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  UNIQUE (case_id, homeowner_id)
+);
+CREATE INDEX IF NOT EXISTS idx_collections_case ON public.collections(case_id);
+CREATE INDEX IF NOT EXISTS idx_collections_homeowner ON public.collections(homeowner_id);
+
+ALTER TABLE public.collections ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY collections_select_case ON public.collections
+  FOR SELECT TO authenticated
+  USING (public.can_access_case(case_id, auth.uid()));
+
+CREATE POLICY collections_insert_case ON public.collections
+  FOR INSERT TO authenticated
+  WITH CHECK (public.can_access_case(case_id, auth.uid()));
+
+CREATE POLICY collections_update_case ON public.collections
+  FOR UPDATE TO authenticated
+  USING (public.can_access_case(case_id, auth.uid()));
+
+CREATE POLICY collections_delete_case ON public.collections
+  FOR DELETE TO authenticated
+  USING (public.can_access_case(case_id, auth.uid()));
+
+CREATE TRIGGER collections_set_updated_at
+  BEFORE UPDATE ON public.collections
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
+
+-- 4. Collection ledger entries (debit/credit per collection)
+CREATE TABLE IF NOT EXISTS public.collection_ledger_entries (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  collection_id uuid NOT NULL REFERENCES public.collections(id) ON DELETE CASCADE,
+  entry_date date NOT NULL DEFAULT CURRENT_DATE,
+  transaction_type text NOT NULL,
+  description text,
+  debit numeric NOT NULL DEFAULT 0,
+  credit numeric NOT NULL DEFAULT 0,
+  created_by uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+CREATE INDEX IF NOT EXISTS idx_cle_collection ON public.collection_ledger_entries(collection_id);
+CREATE INDEX IF NOT EXISTS idx_cle_date ON public.collection_ledger_entries(entry_date);
+
+ALTER TABLE public.collection_ledger_entries ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY cle_select_case ON public.collection_ledger_entries
+  FOR SELECT TO authenticated
+  USING (
+    EXISTS (
+      SELECT 1 FROM public.collections c
+      WHERE c.id = collection_id
+        AND public.can_access_case(c.case_id, auth.uid())
+    )
+  );
+
+CREATE POLICY cle_insert_case ON public.collection_ledger_entries
+  FOR INSERT TO authenticated
+  WITH CHECK (
+    EXISTS (
+      SELECT 1 FROM public.collections c
+      WHERE c.id = collection_id
+        AND public.can_access_case(c.case_id, auth.uid())
+    )
+  );
+
+CREATE POLICY cle_update_case ON public.collection_ledger_entries
+  FOR UPDATE TO authenticated
+  USING (
+    EXISTS (
+      SELECT 1 FROM public.collections c
+      WHERE c.id = collection_id
+        AND public.can_access_case(c.case_id, auth.uid())
+    )
+  );
+
+CREATE POLICY cle_delete_case ON public.collection_ledger_entries
+  FOR DELETE TO authenticated
+  USING (
+    EXISTS (
+      SELECT 1 FROM public.collections c
+      WHERE c.id = collection_id
+        AND public.can_access_case(c.case_id, auth.uid())
+    )
+  );
+
+CREATE TRIGGER cle_set_updated_at
+  BEFORE UPDATE ON public.collection_ledger_entries
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();