Added payment plans tab

X-Lovable-Edit-ID: edt-8aed5fd4-e42b-4c8c-9e22-f4547b59fd11 Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
2026-04-26 08:10:24 +00:00
parent bfdd4c655e cb5e465f1f
commit 2c434a10ca
4 changed files with 620 additions and 4 deletions
@@ -0,0 +1,499 @@
+import { useCallback, useEffect, useMemo, useState } from "react";
+import { supabase } from "@/integrations/supabase/client";
+import { useAuth } from "@/lib/auth";
+import { Card, CardContent } from "@/components/ui/card";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import { Badge } from "@/components/ui/badge";
+import { Textarea } from "@/components/ui/textarea";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from "@/components/ui/table";
+import { CalendarClock, CreditCard, ExternalLink, Loader2, Plus, Trash2, CheckCircle2, RefreshCw } from "lucide-react";
+import { toast } from "sonner";
+import { formatCurrency, formatDate } from "@/lib/format";
+import { createPaymentRequest, refreshPaymentStatus } from "@/lib/payments.functions";
+
+type Frequency = "weekly" | "biweekly" | "monthly";
+
+interface Plan {
+  id: string;
+  case_id: string | null;
+  collection_id: string | null;
+  name: string | null;
+  status: string;
+  total_amount: number;
+  down_payment: number;
+  installment_count: number;
+  installment_amount: number;
+  frequency: Frequency;
+  start_date: string;
+  notes: string | null;
+}
+
+interface Installment {
+  id: string;
+  plan_id: string;
+  sort_order: number;
+  due_date: string;
+  amount: number;
+  paid: boolean;
+  paid_on: string | null;
+  paid_amount: number | null;
+  paid_method: string | null;
+  paid_reference: string | null;
+  payment_request_id: string | null;
+  notes: string | null;
+}
+
+interface PaymentRequestRow {
+  id: string;
+  status: string;
+  stripe_checkout_url: string | null;
+  paid_at: string | null;
+}
+
+function addPeriod(dateISO: string, frequency: Frequency, idx: number): string {
+  const d = new Date(dateISO + "T00:00:00");
+  if (frequency === "weekly") d.setDate(d.getDate() + 7 * idx);
+  else if (frequency === "biweekly") d.setDate(d.getDate() + 14 * idx);
+  else d.setMonth(d.getMonth() + idx);
+  return d.toISOString().slice(0, 10);
+}
+
+export function CasePaymentPlansTab({ caseRecord }: { caseRecord: any }) {
+  const caseId: string = caseRecord.id;
+  const { user } = useAuth();
+  const [plans, setPlans] = useState<Plan[]>([]);
+  const [installments, setInstallments] = useState<Record<string, Installment[]>>({});
+  const [requests, setRequests] = useState<Record<string, PaymentRequestRow>>({});
+  const [loading, setLoading] = useState(true);
+  const [createOpen, setCreateOpen] = useState(false);
+  const [busyId, setBusyId] = useState<string | null>(null);
+
+  // create form
+  const [name, setName] = useState("Payment Plan");
+  const [total, setTotal] = useState("");
+  const [count, setCount] = useState("3");
+  const [frequency, setFrequency] = useState<Frequency>("monthly");
+  const [startDate, setStartDate] = useState(new Date().toISOString().slice(0, 10));
+  const [downPayment, setDownPayment] = useState("0");
+  const [notes, setNotes] = useState("");
+
+  const load = useCallback(async () => {
+    setLoading(true);
+    const { data: pls, error } = await supabase
+      .from("payment_plans")
+      .select("*")
+      .eq("case_id", caseId)
+      .order("created_at", { ascending: false });
+    if (error) {
+      toast.error(error.message);
+      setLoading(false);
+      return;
+    }
+    setPlans((pls ?? []) as Plan[]);
+    const planIds = (pls ?? []).map((p) => p.id);
+    if (planIds.length) {
+      const { data: ins } = await supabase
+        .from("payment_plan_installments")
+        .select("*")
+        .in("plan_id", planIds)
+        .order("sort_order");
+      const grouped: Record<string, Installment[]> = {};
+      (ins ?? []).forEach((i: any) => {
+        (grouped[i.plan_id] ||= []).push(i as Installment);
+      });
+      setInstallments(grouped);
+
+      const reqIds = (ins ?? []).map((i: any) => i.payment_request_id).filter(Boolean);
+      if (reqIds.length) {
+        const { data: prs } = await supabase
+          .from("payment_requests")
+          .select("id, status, stripe_checkout_url, paid_at")
+          .in("id", reqIds);
+        const map: Record<string, PaymentRequestRow> = {};
+        (prs ?? []).forEach((r: any) => (map[r.id] = r));
+        setRequests(map);
+      } else {
+        setRequests({});
+      }
+    } else {
+      setInstallments({});
+      setRequests({});
+    }
+    setLoading(false);
+  }, [caseId]);
+
+  useEffect(() => { load(); }, [load]);
+
+  const previewAmount = useMemo(() => {
+    const t = parseFloat(total) || 0;
+    const dp = parseFloat(downPayment) || 0;
+    const c = Math.max(1, parseInt(count) || 1);
+    return Math.max(0, (t - dp) / c);
+  }, [total, downPayment, count]);
+
+  const resetCreate = () => {
+    setName("Payment Plan");
+    setTotal("");
+    setCount("3");
+    setFrequency("monthly");
+    setStartDate(new Date().toISOString().slice(0, 10));
+    setDownPayment("0");
+    setNotes("");
+  };
+
+  const handleCreate = async () => {
+    const t = parseFloat(total);
+    const c = parseInt(count);
+    const dp = parseFloat(downPayment) || 0;
+    if (!t || t <= 0) return toast.error("Enter a total amount");
+    if (!c || c < 1) return toast.error("At least 1 installment");
+    const installmentAmount = +((t - dp) / c).toFixed(2);
+    const { data: plan, error } = await supabase
+      .from("payment_plans")
+      .insert({
+        case_id: caseId,
+        name,
+        total_amount: t,
+        down_payment: dp,
+        installment_count: c,
+        installment_amount: installmentAmount,
+        frequency,
+        start_date: startDate,
+        notes: notes || null,
+        status: "active",
+        created_by: user?.id ?? null,
+      })
+      .select("*")
+      .single();
+    if (error || !plan) return toast.error(error?.message ?? "Failed to create plan");
+
+    const rows = Array.from({ length: c }).map((_, i) => ({
+      plan_id: plan.id,
+      sort_order: i + 1,
+      due_date: addPeriod(startDate, frequency, i),
+      amount: installmentAmount,
+      paid: false,
+    }));
+    const { error: insErr } = await supabase.from("payment_plan_installments").insert(rows);
+    if (insErr) return toast.error(insErr.message);
+    toast.success("Payment plan created");
+    setCreateOpen(false);
+    resetCreate();
+    load();
+  };
+
+  const updateInstallment = async (id: string, patch: Partial<Installment>) => {
+    const { error } = await supabase.from("payment_plan_installments").update(patch).eq("id", id);
+    if (error) toast.error(error.message);
+    else load();
+  };
+
+  const deletePlan = async (id: string) => {
+    if (!confirm("Delete this payment plan and all installments?")) return;
+    const { error } = await supabase.from("payment_plans").delete().eq("id", id);
+    if (error) toast.error(error.message);
+    else { toast.success("Plan deleted"); load(); }
+  };
+
+  const generatePayment = async (inst: Installment, plan: Plan) => {
+    setBusyId(inst.id);
+    try {
+      const res = await createPaymentRequest({
+        data: {
+          recipient_name: caseRecord.client?.name || caseRecord.title || "Payment",
+          description: `${plan.name || "Payment Plan"} – Installment ${inst.sort_order}`,
+          base_amount_cents: Math.round(Number(inst.amount) * 100),
+          case_id: caseId,
+          client_id: caseRecord.client_id ?? undefined,
+        },
+      });
+      await supabase
+        .from("payment_plan_installments")
+        .update({ payment_request_id: res.id })
+        .eq("id", inst.id);
+      toast.success("Payment link generated");
+      if (res.checkout_url) window.open(res.checkout_url, "_blank");
+      load();
+    } catch (e: any) {
+      toast.error(e?.message ?? "Failed to generate payment");
+    } finally {
+      setBusyId(null);
+    }
+  };
+
+  const refreshStatus = async (inst: Installment) => {
+    if (!inst.payment_request_id) return;
+    setBusyId(inst.id);
+    try {
+      const res = await refreshPaymentStatus({ data: { id: inst.payment_request_id } });
+      if (res.status === "paid" && !inst.paid) {
+        await supabase
+          .from("payment_plan_installments")
+          .update({
+            paid: true,
+            paid_on: new Date().toISOString().slice(0, 10),
+            paid_amount: inst.amount,
+            paid_method: "online",
+          })
+          .eq("id", inst.id);
+        toast.success("Marked as paid");
+      } else {
+        toast.message(`Status: ${res.status}`);
+      }
+      load();
+    } catch (e: any) {
+      toast.error(e?.message ?? "Failed to refresh");
+    } finally {
+      setBusyId(null);
+    }
+  };
+
+  const markPaidManual = async (inst: Installment) => {
+    const dateStr = prompt("Paid on (YYYY-MM-DD)?", new Date().toISOString().slice(0, 10));
+    if (!dateStr) return;
+    const method = prompt("Payment method (check, cash, ACH, etc.)?", "check") || "manual";
+    const reference = prompt("Reference / check #? (optional)", "") || null;
+    await updateInstallment(inst.id, {
+      paid: true,
+      paid_on: dateStr,
+      paid_amount: inst.amount,
+      paid_method: method,
+      paid_reference: reference,
+    });
+  };
+
+  const unmarkPaid = async (inst: Installment) => {
+    if (!confirm("Mark this installment as unpaid?")) return;
+    await updateInstallment(inst.id, {
+      paid: false,
+      paid_on: null,
+      paid_amount: null,
+      paid_method: null,
+      paid_reference: null,
+    });
+  };
+
+  if (loading) {
+    return (
+      <Card><CardContent className="py-12 text-center text-muted-foreground">
+        <Loader2 className="mx-auto h-5 w-5 animate-spin mb-2" /> Loading payment plans…
+      </CardContent></Card>
+    );
+  }
+
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center justify-between">
+        <div>
+          <h3 className="text-base font-semibold">Payment Plans</h3>
+          <p className="text-xs text-muted-foreground">Schedule installments and collect online or manually.</p>
+        </div>
+        <Button onClick={() => setCreateOpen(true)} size="sm"><Plus className="h-4 w-4 mr-1" />New plan</Button>
+      </div>
+
+      {plans.length === 0 ? (
+        <Card><CardContent className="py-10 text-center text-sm text-muted-foreground">
+          <CalendarClock className="mx-auto h-6 w-6 mb-2 opacity-60" />
+          No payment plans yet for this case.
+        </CardContent></Card>
+      ) : plans.map((plan) => {
+        const ins = installments[plan.id] ?? [];
+        const paidTotal = ins.filter((i) => i.paid).reduce((s, i) => s + Number(i.paid_amount ?? i.amount), 0);
+        return (
+          <Card key={plan.id}>
+            <CardContent className="p-4 space-y-3">
+              <div className="flex flex-wrap items-start justify-between gap-2">
+                <div>
+                  <div className="font-semibold">{plan.name || "Payment Plan"}</div>
+                  <div className="text-xs text-muted-foreground">
+                    Total {formatCurrency(plan.total_amount)} • {plan.installment_count} {plan.frequency} payments • starts {formatDate(plan.start_date)}
+                  </div>
+                  {plan.down_payment > 0 && (
+                    <div className="text-xs text-muted-foreground">Down payment: {formatCurrency(plan.down_payment)}</div>
+                  )}
+                  <div className="text-xs mt-1">
+                    Paid: <span className="font-medium">{formatCurrency(paidTotal)}</span> / {formatCurrency(plan.total_amount - plan.down_payment)}
+                  </div>
+                </div>
+                <div className="flex gap-2">
+                  <Badge variant="outline">{plan.status}</Badge>
+                  <Button size="sm" variant="ghost" onClick={() => deletePlan(plan.id)}>
+                    <Trash2 className="h-4 w-4" />
+                  </Button>
+                </div>
+              </div>
+
+              <Table>
+                <TableHeader>
+                  <TableRow>
+                    <TableHead className="w-12">#</TableHead>
+                    <TableHead>Due date</TableHead>
+                    <TableHead>Amount</TableHead>
+                    <TableHead>Status</TableHead>
+                    <TableHead>Paid on / method</TableHead>
+                    <TableHead className="text-right">Actions</TableHead>
+                  </TableRow>
+                </TableHeader>
+                <TableBody>
+                  {ins.map((i) => {
+                    const req = i.payment_request_id ? requests[i.payment_request_id] : null;
+                    return (
+                      <TableRow key={i.id}>
+                        <TableCell>{i.sort_order}</TableCell>
+                        <TableCell>
+                          <Input
+                            type="date"
+                            value={i.due_date}
+                            disabled={i.paid}
+                            onChange={(e) => updateInstallment(i.id, { due_date: e.target.value })}
+                            className="h-8 w-[140px]"
+                          />
+                        </TableCell>
+                        <TableCell>
+                          <Input
+                            type="number"
+                            step="0.01"
+                            value={i.amount}
+                            disabled={i.paid}
+                            onChange={(e) => updateInstallment(i.id, { amount: parseFloat(e.target.value) || 0 })}
+                            className="h-8 w-[110px]"
+                          />
+                        </TableCell>
+                        <TableCell>
+                          {i.paid ? (
+                            <Badge className="bg-primary text-primary-foreground hover:bg-primary">Paid</Badge>
+                          ) : req ? (
+                            <Badge variant="outline">{req.status}</Badge>
+                          ) : (
+                            <Badge variant="secondary">Scheduled</Badge>
+                          )}
+                        </TableCell>
+                        <TableCell className="text-xs">
+                          {i.paid ? (
+                            <span>{i.paid_on ? formatDate(i.paid_on) : ""}{i.paid_method ? ` • ${i.paid_method}` : ""}{i.paid_reference ? ` (${i.paid_reference})` : ""}</span>
+                          ) : "—"}
+                        </TableCell>
+                        <TableCell className="text-right">
+                          <div className="flex justify-end gap-1">
+                            {!i.paid && !req && (
+                              <Button size="sm" variant="outline" disabled={busyId === i.id} onClick={() => generatePayment(i, plan)}>
+                                {busyId === i.id ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <CreditCard className="h-3.5 w-3.5" />}
+                                <span className="ml-1">Generate</span>
+                              </Button>
+                            )}
+                            {!i.paid && req && (
+                              <>
+                                {req.stripe_checkout_url && (
+                                  <Button size="sm" variant="ghost" asChild>
+                                    <a href={req.stripe_checkout_url} target="_blank" rel="noreferrer">
+                                      <ExternalLink className="h-3.5 w-3.5" />
+                                    </a>
+                                  </Button>
+                                )}
+                                <Button size="sm" variant="ghost" disabled={busyId === i.id} onClick={() => refreshStatus(i)}>
+                                  {busyId === i.id ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <RefreshCw className="h-3.5 w-3.5" />}
+                                </Button>
+                              </>
+                            )}
+                            {!i.paid ? (
+                              <Button size="sm" variant="outline" onClick={() => markPaidManual(i)}>
+                                <CheckCircle2 className="h-3.5 w-3.5 mr-1" />Mark paid
+                              </Button>
+                            ) : (
+                              <Button size="sm" variant="ghost" onClick={() => unmarkPaid(i)}>Unpay</Button>
+                            )}
+                          </div>
+                        </TableCell>
+                      </TableRow>
+                    );
+                  })}
+                </TableBody>
+              </Table>
+            </CardContent>
+          </Card>
+        );
+      })}
+
+      <Dialog open={createOpen} onOpenChange={setCreateOpen}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>New Payment Plan</DialogTitle>
+            <DialogDescription>Total amount divided into installments. You can edit each installment afterwards.</DialogDescription>
+          </DialogHeader>
+          <div className="space-y-3">
+            <div>
+              <Label>Name</Label>
+              <Input value={name} onChange={(e) => setName(e.target.value)} />
+            </div>
+            <div className="grid grid-cols-2 gap-3">
+              <div>
+                <Label>Total amount</Label>
+                <Input type="number" step="0.01" value={total} onChange={(e) => setTotal(e.target.value)} placeholder="0.00" />
+              </div>
+              <div>
+                <Label>Down payment</Label>
+                <Input type="number" step="0.01" value={downPayment} onChange={(e) => setDownPayment(e.target.value)} />
+              </div>
+            </div>
+            <div className="grid grid-cols-3 gap-3">
+              <div>
+                <Label># of installments</Label>
+                <Input type="number" min={1} value={count} onChange={(e) => setCount(e.target.value)} />
+              </div>
+              <div>
+                <Label>Frequency</Label>
+                <Select value={frequency} onValueChange={(v) => setFrequency(v as Frequency)}>
+                  <SelectTrigger><SelectValue /></SelectTrigger>
+                  <SelectContent>
+                    <SelectItem value="weekly">Weekly</SelectItem>
+                    <SelectItem value="biweekly">Biweekly</SelectItem>
+                    <SelectItem value="monthly">Monthly</SelectItem>
+                  </SelectContent>
+                </Select>
+              </div>
+              <div>
+                <Label>Start date</Label>
+                <Input type="date" value={startDate} onChange={(e) => setStartDate(e.target.value)} />
+              </div>
+            </div>
+            <div className="text-xs text-muted-foreground">
+              Each installment will be approximately <strong>{formatCurrency(previewAmount)}</strong>.
+            </div>
+            <div>
+              <Label>Notes</Label>
+              <Textarea rows={2} value={notes} onChange={(e) => setNotes(e.target.value)} />
+            </div>
+          </div>
+          <DialogFooter>
+            <Button variant="ghost" onClick={() => setCreateOpen(false)}>Cancel</Button>
+            <Button onClick={handleCreate}>Create plan</Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+}
@@ -2538,7 +2538,10 @@ export type Database = {
          notes: string | null
          paid: boolean
          paid_amount: number | null
+          paid_method: string | null
          paid_on: string | null
+          paid_reference: string | null
+          payment_request_id: string | null
          plan_id: string
          sort_order: number
          updated_at: string
@@ -2552,7 +2555,10 @@ export type Database = {
          notes?: string | null
          paid?: boolean
          paid_amount?: number | null
+          paid_method?: string | null
          paid_on?: string | null
+          paid_reference?: string | null
+          payment_request_id?: string | null
          plan_id: string
          sort_order?: number
          updated_at?: string
@@ -2566,7 +2572,10 @@ export type Database = {
          notes?: string | null
          paid?: boolean
          paid_amount?: number | null
+          paid_method?: string | null
          paid_on?: string | null
+          paid_reference?: string | null
+          payment_request_id?: string | null
          plan_id?: string
          sort_order?: number
          updated_at?: string
@@ -2579,6 +2588,13 @@ export type Database = {
            referencedRelation: "collection_ledger_entries"
            referencedColumns: ["id"]
          },
+          {
+            foreignKeyName: "payment_plan_installments_payment_request_id_fkey"
+            columns: ["payment_request_id"]
+            isOneToOne: false
+            referencedRelation: "payment_requests"
+            referencedColumns: ["id"]
+          },
          {
            foreignKeyName: "payment_plan_installments_plan_id_fkey"
            columns: ["plan_id"]
@@ -2590,7 +2606,8 @@ export type Database = {
      }
      payment_plans: {
        Row: {
-          collection_id: string
+          case_id: string | null
+          collection_id: string | null
          created_at: string
          created_by: string | null
          down_payment: number
@@ -2606,7 +2623,8 @@ export type Database = {
          updated_at: string
        }
        Insert: {
-          collection_id: string
+          case_id?: string | null
+          collection_id?: string | null
          created_at?: string
          created_by?: string | null
          down_payment?: number
@@ -2622,7 +2640,8 @@ export type Database = {
          updated_at?: string
        }
        Update: {
-          collection_id?: string
+          case_id?: string | null
+          collection_id?: string | null
          created_at?: string
          created_by?: string | null
          down_payment?: number
@@ -2638,6 +2657,13 @@ export type Database = {
          updated_at?: string
        }
        Relationships: [
+          {
+            foreignKeyName: "payment_plans_case_id_fkey"
+            columns: ["case_id"]
+            isOneToOne: false
+            referencedRelation: "cases"
+            referencedColumns: ["id"]
+          },
          {
            foreignKeyName: "payment_plans_collection_id_fkey"
            columns: ["collection_id"]
@@ -10,7 +10,7 @@ import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@
 import { Dialog, DialogContent, DialogDescription, DialogFooter, DialogHeader, DialogTitle } from "@/components/ui/dialog";
 import { Input } from "@/components/ui/input";
 import { supabase } from "@/integrations/supabase/client";
-import { ArrowLeft, FileText, Clock, DollarSign, Activity, Receipt, Scale, Users, Contact, Phone, Tag, Archive, ArchiveRestore, ArrowRightLeft, Search, GitFork, Wallet, CheckSquare, Mail } from "lucide-react";
+import { ArrowLeft, FileText, Clock, DollarSign, Activity, Receipt, Scale, Users, Contact, Phone, Tag, Archive, ArchiveRestore, ArrowRightLeft, Search, GitFork, Wallet, CheckSquare, Mail, CalendarClock } from "lucide-react";
 import { TrustAccountPanel } from "@/components/trust/trust-account-panel";
 import { ConvertToCollectionsDialog } from "@/components/cases/convert-to-collections-dialog";
 import { ContactsLinkTab } from "@/components/contacts/contacts-link-tab";
@@ -26,6 +26,7 @@ import { CaseCollectionsTab } from "@/components/cases/collections-tab";
 import { CaseCustomFieldsTab } from "@/components/cases/custom-fields-tab";
 import { CaseTasksTab } from "@/components/cases/tasks-tab";
 import { CaseMessagesTab } from "@/components/cases/messages-tab";
+import { CasePaymentPlansTab } from "@/components/cases/payment-plans-tab";
 import { setArchived } from "@/lib/archive";
 import { toast } from "sonner";
 import { useAuth } from "@/lib/auth";
@@ -318,6 +319,7 @@ function CaseTabs({ data, caseId, canManage, load, tab, onTabChange }: { data: a
        <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>
+        <TabsTrigger value="plans"><CalendarClock className="h-3.5 w-3.5 mr-1.5" />Payment plans</TabsTrigger>
        {data.client_id && (
          <TabsTrigger value="trust"><Wallet className="h-3.5 w-3.5 mr-1.5" />Trust</TabsTrigger>
        )}
@@ -336,6 +338,7 @@ function CaseTabs({ data, caseId, canManage, load, tab, onTabChange }: { data: a
      <TabsContent value="time"><CaseTimeTab caseRecord={data} onInvoice={() => onTabChange("invoices")} /></TabsContent>
      <TabsContent value="expenses"><CaseExpensesTab caseId={caseId} /></TabsContent>
      <TabsContent value="invoices"><CaseInvoicesTab caseRecord={data} /></TabsContent>
+      <TabsContent value="plans"><CasePaymentPlansTab caseRecord={data} /></TabsContent>
      {data.client_id && (
        <TabsContent value="trust"><TrustAccountPanel clientId={data.client_id} caseId={caseId} /></TabsContent>
      )}
@@ -0,0 +1,88 @@
+-- Allow payment_plans to be attached to a case directly
+ALTER TABLE public.payment_plans
+  ADD COLUMN IF NOT EXISTS case_id UUID REFERENCES public.cases(id) ON DELETE CASCADE;
+
+ALTER TABLE public.payment_plans
+  ALTER COLUMN collection_id DROP NOT NULL;
+
+ALTER TABLE public.payment_plans
+  DROP CONSTRAINT IF EXISTS pp_case_or_collection;
+ALTER TABLE public.payment_plans
+  ADD CONSTRAINT pp_case_or_collection CHECK (case_id IS NOT NULL OR collection_id IS NOT NULL);
+
+CREATE INDEX IF NOT EXISTS idx_payment_plans_case ON public.payment_plans(case_id);
+
+-- Installment fields for online + manual payments
+ALTER TABLE public.payment_plan_installments
+  ADD COLUMN IF NOT EXISTS payment_request_id UUID REFERENCES public.payment_requests(id) ON DELETE SET NULL,
+  ADD COLUMN IF NOT EXISTS paid_method TEXT,
+  ADD COLUMN IF NOT EXISTS paid_reference TEXT;
+
+-- Update RLS to also allow case-based access
+DROP POLICY IF EXISTS pp_select ON public.payment_plans;
+DROP POLICY IF EXISTS pp_insert ON public.payment_plans;
+DROP POLICY IF EXISTS pp_update ON public.payment_plans;
+DROP POLICY IF EXISTS pp_delete ON public.payment_plans;
+
+CREATE POLICY pp_select ON public.payment_plans FOR SELECT TO authenticated USING (
+  (case_id IS NOT NULL AND public.can_access_case(case_id, auth.uid()))
+  OR (collection_id IS NOT NULL AND EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND public.can_access_case(c.case_id, auth.uid())))
+);
+CREATE POLICY pp_insert ON public.payment_plans FOR INSERT TO authenticated WITH CHECK (
+  (case_id IS NOT NULL AND public.can_access_case(case_id, auth.uid()))
+  OR (collection_id IS NOT NULL AND EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND public.can_access_case(c.case_id, auth.uid())))
+);
+CREATE POLICY pp_update ON public.payment_plans FOR UPDATE TO authenticated USING (
+  (case_id IS NOT NULL AND public.can_access_case(case_id, auth.uid()))
+  OR (collection_id IS NOT NULL AND EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND public.can_access_case(c.case_id, auth.uid())))
+);
+CREATE POLICY pp_delete ON public.payment_plans FOR DELETE TO authenticated USING (
+  (case_id IS NOT NULL AND public.can_access_case(case_id, auth.uid()))
+  OR (collection_id IS NOT NULL AND EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND public.can_access_case(c.case_id, auth.uid())))
+);
+
+DROP POLICY IF EXISTS ppi_select ON public.payment_plan_installments;
+DROP POLICY IF EXISTS ppi_insert ON public.payment_plan_installments;
+DROP POLICY IF EXISTS ppi_update ON public.payment_plan_installments;
+DROP POLICY IF EXISTS ppi_delete ON public.payment_plan_installments;
+
+CREATE POLICY ppi_select ON public.payment_plan_installments FOR SELECT TO authenticated USING (
+  EXISTS (
+    SELECT 1 FROM public.payment_plans p
+    LEFT JOIN public.collections c ON c.id = p.collection_id
+    WHERE p.id = plan_id AND (
+      (p.case_id IS NOT NULL AND public.can_access_case(p.case_id, auth.uid()))
+      OR (c.id IS NOT NULL AND public.can_access_case(c.case_id, auth.uid()))
+    )
+  )
+);
+CREATE POLICY ppi_insert ON public.payment_plan_installments FOR INSERT TO authenticated WITH CHECK (
+  EXISTS (
+    SELECT 1 FROM public.payment_plans p
+    LEFT JOIN public.collections c ON c.id = p.collection_id
+    WHERE p.id = plan_id AND (
+      (p.case_id IS NOT NULL AND public.can_access_case(p.case_id, auth.uid()))
+      OR (c.id IS NOT NULL AND public.can_access_case(c.case_id, auth.uid()))
+    )
+  )
+);
+CREATE POLICY ppi_update ON public.payment_plan_installments FOR UPDATE TO authenticated USING (
+  EXISTS (
+    SELECT 1 FROM public.payment_plans p
+    LEFT JOIN public.collections c ON c.id = p.collection_id
+    WHERE p.id = plan_id AND (
+      (p.case_id IS NOT NULL AND public.can_access_case(p.case_id, auth.uid()))
+      OR (c.id IS NOT NULL AND public.can_access_case(c.case_id, auth.uid()))
+    )
+  )
+);
+CREATE POLICY ppi_delete ON public.payment_plan_installments FOR DELETE TO authenticated USING (
+  EXISTS (
+    SELECT 1 FROM public.payment_plans p
+    LEFT JOIN public.collections c ON c.id = p.collection_id
+    WHERE p.id = plan_id AND (
+      (p.case_id IS NOT NULL AND public.can_access_case(p.case_id, auth.uid()))
+      OR (c.id IS NOT NULL AND public.can_access_case(c.case_id, auth.uid()))
+    )
+  )
+);