Added BK/PP flags and badges

X-Lovable-Edit-ID: edt-8c019d5d-3093-4389-91d1-3c0b9eebe919
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/components/cases/collections-tab.tsx

@@ -77,6 +77,7 @@ import {
 import { SortableLedgerRow } from "./ledger-row";
 import { ApplyCollectionWorkflowDialog } from "@/components/collections/apply-collection-workflow-dialog";
 import { MergeCollectionsDialog } from "./merge-collections-dialog";
+import { StatusFlagBadges } from "@/components/collections/status-flag-badges";
 
 const TXN_TYPES = [
   { value: "assessment", label: "Assessment" },
@@ -303,7 +304,12 @@ export function CaseCollectionsTab({
                       onClick={() => setActiveId(c.id)}
                     >
                       <TableCell className="font-medium">
-                        {c.homeowner?.last_name}, {c.homeowner?.first_name}
+                        <span className="inline-flex items-center gap-1.5">
+                          <span>
+                            {c.homeowner?.last_name}, {c.homeowner?.first_name}
+                          </span>
+                          <StatusFlagBadges bk={c.in_bankruptcy} pp={c.on_payment_plan} />
+                        </span>
                       </TableCell>
                       <TableCell className="text-muted-foreground">
                         {c.homeowner?.unit_number || "—"}

src/components/collections/status-flag-badges.tsx

@@ -0,0 +1,40 @@
+import { Badge } from "@/components/ui/badge";
+
+/**
+ * Compact BK / PP indicator badges used next to case/collection names.
+ * - BK = Bankruptcy
+ * - PP = Payment Plan
+ */
+export function StatusFlagBadges({
+  bk,
+  pp,
+  className,
+}: {
+  bk?: boolean | null;
+  pp?: boolean | null;
+  className?: string;
+}) {
+  if (!bk && !pp) return null;
+  return (
+    <span className={`inline-flex items-center gap-1 ${className ?? ""}`}>
+      {bk && (
+        <Badge
+          variant="outline"
+          className="text-[9px] px-1.5 py-0 h-4 border-rose-600 text-rose-700 dark:text-rose-300 dark:border-rose-400 font-semibold"
+          title="In bankruptcy"
+        >
+          BK
+        </Badge>
+      )}
+      {pp && (
+        <Badge
+          variant="outline"
+          className="text-[9px] px-1.5 py-0 h-4 border-blue-600 text-blue-700 dark:text-blue-300 dark:border-blue-400 font-semibold"
+          title="On payment plan"
+        >
+          PP
+        </Badge>
+      )}
+    </span>
+  );
+}

src/integrations/supabase/types.ts

@@ -880,9 +880,11 @@ export type Database = {
           current_stage: string | null
           homeowner_id: string | null
           id: string
+          in_bankruptcy: boolean
           interest_rate_override: number | null
           name: string | null
           notes: string | null
+          on_payment_plan: boolean
           opened_at: string
           status: string
           updated_at: string
@@ -895,9 +897,11 @@ export type Database = {
           current_stage?: string | null
           homeowner_id?: string | null
           id?: string
+          in_bankruptcy?: boolean
           interest_rate_override?: number | null
           name?: string | null
           notes?: string | null
+          on_payment_plan?: boolean
           opened_at?: string
           status?: string
           updated_at?: string
@@ -910,9 +914,11 @@ export type Database = {
           current_stage?: string | null
           homeowner_id?: string | null
           id?: string
+          in_bankruptcy?: boolean
           interest_rate_override?: number | null
           name?: string | null
           notes?: string | null
+          on_payment_plan?: boolean
           opened_at?: string
           status?: string
           updated_at?: string

src/routes/cases.index.tsx

@@ -16,6 +16,7 @@ import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@
 import { setArchived } from "@/lib/archive";
 import { NewCaseDialog } from "@/components/cases/new-case-dialog";
 import { BulkConvertToCollectionsDialog } from "@/components/cases/bulk-convert-to-collections-dialog";
+import { StatusFlagBadges } from "@/components/collections/status-flag-badges";
 import { formatDistanceToNow } from "date-fns";
 import { toast } from "sonner";
 
@@ -61,7 +62,7 @@ function CasesList() {
     // Aggregate latest activity from related child tables.
     const [
       tasksRes, timeRes, expensesRes, docsRes, callRes,
-      commentsRes, invoicesRes, eventsRes,
+      commentsRes, invoicesRes, eventsRes, collectionsRes,
     ] = await Promise.all([
       supabase.from("tasks").select("case_id, updated_at").not("case_id", "is", null).limit(20000),
       supabase.from("time_entries").select("case_id, updated_at").limit(20000),
@@ -71,6 +72,7 @@ function CasesList() {
       supabase.from("comments").select("case_id, created_at").not("case_id", "is", null).limit(20000),
       supabase.from("invoices").select("case_id, updated_at").not("case_id", "is", null).limit(20000),
       supabase.from("events").select("case_id, updated_at").not("case_id", "is", null).limit(20000),
+      supabase.from("collections").select("case_id, in_bankruptcy, on_payment_plan").limit(20000),
     ]);
 
     const latest: Record<string, string> = {};
@@ -91,11 +93,23 @@ function CasesList() {
     ingest(invoicesRes.data, "updated_at");
     ingest(eventsRes.data, "updated_at");
 
+    // Roll up BK / PP flags: case has the flag if ANY of its collections do.
+    const flagMap: Record<string, { bk: boolean; pp: boolean }> = {};
+    for (const r of collectionsRes.data ?? []) {
+      const cid = (r as any).case_id as string | null;
+      if (!cid) continue;
+      const cur = flagMap[cid] ?? { bk: false, pp: false };
+      if ((r as any).in_bankruptcy) cur.bk = true;
+      if ((r as any).on_payment_plan) cur.pp = true;
+      flagMap[cid] = cur;
+    }
+
     // Fallback to the case's own updated_at if no child activity found.
     const enriched = baseRows.map((c: any) => {
       const childTs = latest[c.id];
       const lastActivity = childTs && (!c.updated_at || childTs > c.updated_at) ? childTs : c.updated_at;
-      return { ...c, last_activity: lastActivity };
+      const flags = flagMap[c.id];
+      return { ...c, last_activity: lastActivity, in_bankruptcy: !!flags?.bk, on_payment_plan: !!flags?.pp };
     });
 
     setCases(enriched);
@@ -457,14 +471,17 @@ function CasesList() {
                     />
                   </td>
                   <td className="px-4 py-3">
-                    <Link
-                      to="/cases/$caseId"
-                      params={{ caseId: c.id }}
-                      className="font-medium hover:text-primary"
-                      onClick={(e) => e.stopPropagation()}
-                    >
-                      {c.title}
-                    </Link>
+                    <span className="inline-flex items-center gap-1.5">
+                      <Link
+                        to="/cases/$caseId"
+                        params={{ caseId: c.id }}
+                        className="font-medium hover:text-primary"
+                        onClick={(e) => e.stopPropagation()}
+                      >
+                        {c.title}
+                      </Link>
+                      <StatusFlagBadges bk={c.in_bankruptcy} pp={c.on_payment_plan} />
+                    </span>
                     <div className="text-xs text-muted-foreground">{c.case_number}</div>
                   </td>
                   <td className="px-4 py-3 text-muted-foreground">{c.client?.name ?? "—"}</td>

src/routes/collections.$collectionId.tsx

@@ -67,6 +67,7 @@ import { SearchableSelect } from "@/components/ui/searchable-select";
 import { toast } from "sonner";
 import { spawnNextCollectionWorkflowTask } from "@/lib/workflow-chain";
 import { ApplyCollectionWorkflowDialog } from "@/components/collections/apply-collection-workflow-dialog";
+import { StatusFlagBadges } from "@/components/collections/status-flag-badges";
 
 export const Route = createFileRoute("/collections/$collectionId")({
   component: CollectionDetailRoute,
@@ -356,8 +357,49 @@ function CollectionDetailRoute() {
                 Closed{collection.closed_at ? ` · ${formatDate(collection.closed_at)}` : ""}
               </Badge>
             )}
+            <StatusFlagBadges bk={collection.in_bankruptcy} pp={collection.on_payment_plan} />
           </div>
           <div className="flex items-center gap-2 flex-wrap">
+            <label className="flex items-center gap-1.5 text-xs text-muted-foreground cursor-pointer select-none">
+              <Checkbox
+                checked={!!collection.in_bankruptcy}
+                onCheckedChange={async (v) => {
+                  const val = !!v;
+                  setCollection((c: any) => c ? { ...c, in_bankruptcy: val } : c);
+                  const { error } = await supabase
+                    .from("collections")
+                    .update({ in_bankruptcy: val })
+                    .eq("id", collection.id);
+                  if (error) {
+                    toast.error("Could not update", { description: error.message });
+                    setCollection((c: any) => c ? { ...c, in_bankruptcy: !val } : c);
+                  } else {
+                    toast.success(val ? "Marked in bankruptcy" : "Bankruptcy flag removed");
+                  }
+                }}
+              />
+              In bankruptcy
+            </label>
+            <label className="flex items-center gap-1.5 text-xs text-muted-foreground cursor-pointer select-none">
+              <Checkbox
+                checked={!!collection.on_payment_plan}
+                onCheckedChange={async (v) => {
+                  const val = !!v;
+                  setCollection((c: any) => c ? { ...c, on_payment_plan: val } : c);
+                  const { error } = await supabase
+                    .from("collections")
+                    .update({ on_payment_plan: val })
+                    .eq("id", collection.id);
+                  if (error) {
+                    toast.error("Could not update", { description: error.message });
+                    setCollection((c: any) => c ? { ...c, on_payment_plan: !val } : c);
+                  } else {
+                    toast.success(val ? "Marked on payment plan" : "Payment plan flag removed");
+                  }
+                }}
+              />
+              On payment plan
+            </label>
             <Button size="sm" variant="outline" onClick={() => setApplyHoOpen(true)}>
               <UserPlus className="h-4 w-4 mr-1.5" />
               {collection.homeowner ? "Change homeowner" : "Apply homeowner"}

src/routes/collections.index.tsx

@@ -23,6 +23,7 @@ import {
 } from "@/components/ui/table";
 import { formatCurrency, formatDate } from "@/lib/format";
 import { ChevronRight, Wallet, Search, ArrowUp, ArrowDown, ArrowUpDown } from "lucide-react";
+import { StatusFlagBadges } from "@/components/collections/status-flag-badges";
 
 export const Route = createFileRoute("/collections/")({
   component: CollectionsIndexPage,
@@ -57,7 +58,7 @@ function CollectionsIndexPage() {
       supabase
         .from("collections")
         .select(
-          "id, status, current_stage, opened_at, name, homeowner:homeowners(id, first_name, last_name, unit_number, opening_balance), case:cases(id, case_number, title, client:clients(id, name))",
+          "id, status, current_stage, opened_at, name, in_bankruptcy, on_payment_plan, homeowner:homeowners(id, first_name, last_name, unit_number, opening_balance), case:cases(id, case_number, title, client:clients(id, name))",
         )
         .order("created_at", { ascending: false }),
       supabase
@@ -266,6 +267,7 @@ function CollectionsIndexPage() {
                               </span>
                             )}
                           </Link>
+                          <StatusFlagBadges bk={r.in_bankruptcy} pp={r.on_payment_plan} className="ml-2" />
                           {r.status === "closed" && (
                             <Badge variant="outline" className="ml-2 text-[10px] border-emerald-600 text-emerald-700">
                               Closed

supabase/migrations/20260420002334_d0b4f70d-eacd-4414-a0cd-56920375d885.sql

@@ -0,0 +1,3 @@
+ALTER TABLE public.collections
+  ADD COLUMN IF NOT EXISTS in_bankruptcy boolean NOT NULL DEFAULT false,
+  ADD COLUMN IF NOT EXISTS on_payment_plan boolean NOT NULL DEFAULT false;