Renamed Documents to Pleadings

X-Lovable-Edit-ID: edt-42eea1a3-f143-4e37-ace0-2cb73795fe4c
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/components/app-shell.tsx

@@ -27,7 +27,7 @@ const NAV: NavItem[] = [
   { to: "/inbox", label: "Inbox", icon: InboxIcon },
   { to: "/status", label: "Status Updates", icon: Activity },
   { to: "/collections", label: "Collections", icon: DollarSign },
-  { to: "/documents", label: "Documents", icon: FolderOpen },
+  { to: "/documents", label: "Pleadings", icon: FolderOpen },
   { to: "/files", label: "Files", icon: FilesIcon },
   { to: "/forms", label: "Forms & Letters", icon: ClipboardList },
   { to: "/invoices", label: "Invoices", icon: Receipt },

src/routes/documents.index.tsx

@@ -4,40 +4,38 @@ import { ProtectedLayout } from "@/components/protected-layout";
 import { PageContainer, PageHeader } from "@/components/app-shell";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Button } from "@/components/ui/button";
-import { Badge } from "@/components/ui/badge";
 import { supabase } from "@/integrations/supabase/client";
 import { formatDate } from "@/lib/format";
-import { FilePlus2, FileText, Gavel, LayoutTemplate, Plus, Download, Trash2 } from "lucide-react";
+import { FileText, Gavel, Download, Trash2, FilePlus2 } from "lucide-react";
 import { toast } from "sonner";
 
 export const Route = createFileRoute("/documents/")({
-  component: DocumentsIndex,
+  component: PleadingsIndex,
 });
 
-function DocumentsIndex() {
-  const [generated, setGenerated] = useState<any[]>([]);
-  const [templates, setTemplates] = useState<any[]>([]);
+function PleadingsIndex() {
+  const [pleadings, setPleadings] = useState<any[]>([]);
 
   const load = async () => {
-    const [g, t] = await Promise.all([
-      supabase.from("generated_documents").select("*").order("created_at", { ascending: false }).limit(20),
-      supabase.from("document_templates").select("*").order("name"),
-    ]);
-    setGenerated(g.data ?? []);
-    setTemplates(t.data ?? []);
+    const { data } = await supabase
+      .from("generated_documents")
+      .select("*")
+      .eq("kind", "pleading")
+      .order("created_at", { ascending: false });
+    setPleadings(data ?? []);
   };
 
   useEffect(() => { load(); }, []);
 
-  const removeGenerated = async (row: any) => {
+  const removePleading = async (row: any) => {
     if (!confirm(`Delete ${row.name}?`)) return;
     if (row.storage_path) await supabase.storage.from("generated-documents").remove([row.storage_path]);
     const { error } = await supabase.from("generated_documents").delete().eq("id", row.id);
     if (error) toast.error(error.message); else { toast.success("Deleted"); load(); }
   };
 
-  const downloadGenerated = async (row: any) => {
-    if (!row.storage_path) { toast.error("No file stored for this document"); return; }
+  const downloadPleading = async (row: any) => {
+    if (!row.storage_path) { toast.error("No file stored for this pleading"); return; }
     const { data, error } = await supabase.storage.from("generated-documents").createSignedUrl(row.storage_path, 60);
     if (error) { toast.error(error.message); return; }
     window.open(data.signedUrl, "_blank");
@@ -47,25 +45,18 @@ function DocumentsIndex() {
     <ProtectedLayout>
       <PageContainer>
         <PageHeader
-          title="Documents"
-          description="Create pleadings and reusable document templates."
+          title="Pleadings"
+          description="Create Florida pleadings and reuse saved pleadings as templates."
           actions={
-            <>
-              <Button asChild variant="outline">
-                <Link to="/documents/templates">
-                  <LayoutTemplate className="h-4 w-4 mr-2" /> Templates
-                </Link>
-              </Button>
-              <Button asChild>
-                <Link to="/documents/pleading/new">
-                  <Gavel className="h-4 w-4 mr-2" /> New Pleading
-                </Link>
-              </Button>
-            </>
+            <Button asChild>
+              <Link to="/documents/pleading/new">
+                <Gavel className="h-4 w-4 mr-2" /> New Pleading
+              </Link>
+            </Button>
           }
         />
 
-        <div className="grid md:grid-cols-3 gap-4 mb-8">
+        <div className="grid md:grid-cols-2 gap-4 mb-8">
           <Link to="/documents/pleading/new">
             <Card className="hover:border-primary/40 transition-colors cursor-pointer h-full">
               <CardContent className="p-5 flex items-start gap-3">
@@ -77,58 +68,51 @@ function DocumentsIndex() {
               </CardContent>
             </Card>
           </Link>
-          <Link to="/documents/templates/new">
-            <Card className="hover:border-primary/40 transition-colors cursor-pointer h-full">
-              <CardContent className="p-5 flex items-start gap-3">
-                <div className="h-10 w-10 rounded-md bg-primary/10 text-primary flex items-center justify-center"><FilePlus2 className="h-5 w-5" /></div>
-                <div>
-                  <div className="font-medium">New template</div>
-                  <div className="text-xs text-muted-foreground mt-1">Define custom merge fields and reuse them.</div>
-                </div>
-              </CardContent>
-            </Card>
-          </Link>
-          <Link to="/documents/templates">
-            <Card className="hover:border-primary/40 transition-colors cursor-pointer h-full">
-              <CardContent className="p-5 flex items-start gap-3">
-                <div className="h-10 w-10 rounded-md bg-primary/10 text-primary flex items-center justify-center"><LayoutTemplate className="h-5 w-5" /></div>
-                <div>
-                  <div className="font-medium">Template library</div>
-                  <div className="text-xs text-muted-foreground mt-1">{templates.length} template{templates.length === 1 ? "" : "s"} available.</div>
-                </div>
-              </CardContent>
-            </Card>
-          </Link>
+          <Card className="h-full">
+            <CardContent className="p-5 flex items-start gap-3">
+              <div className="h-10 w-10 rounded-md bg-primary/10 text-primary flex items-center justify-center"><FilePlus2 className="h-5 w-5" /></div>
+              <div>
+                <div className="font-medium">Saved pleadings</div>
+                <div className="text-xs text-muted-foreground mt-1">{pleadings.length} saved · open any below as a new template.</div>
+              </div>
+            </CardContent>
+          </Card>
         </div>
 
         <Card>
           <CardHeader className="flex flex-row items-center justify-between">
-            <CardTitle className="text-base">Recent documents</CardTitle>
+            <CardTitle className="text-base">Saved pleadings</CardTitle>
           </CardHeader>
           <CardContent className="p-0">
-            {generated.length === 0 ? (
-              <div className="text-center py-12 text-muted-foreground text-sm">No documents yet. Create a pleading or use a template.</div>
+            {pleadings.length === 0 ? (
+              <div className="text-center py-12 text-muted-foreground text-sm">No pleadings yet. Create one to save it as a reusable template.</div>
             ) : (
               <table className="w-full text-sm">
                 <thead className="bg-muted/40 text-xs uppercase tracking-wider text-muted-foreground">
                   <tr>
                     <th className="text-left px-4 py-3 font-medium">Name</th>
-                    <th className="text-left px-4 py-3 font-medium">Type</th>
                     <th className="text-left px-4 py-3 font-medium">Created</th>
                     <th className="text-right px-4 py-3 font-medium">Actions</th>
                   </tr>
                 </thead>
                 <tbody>
-                  {generated.map((d) => (
+                  {pleadings.map((d) => (
                     <tr key={d.id} className="border-t hover:bg-muted/30">
-                      <td className="px-4 py-3"><div className="flex items-center gap-2"><FileText className="h-4 w-4 text-muted-foreground" /><span className="font-medium">{d.name}</span></div></td>
-                      <td className="px-4 py-3"><Badge variant="outline" className="capitalize">{d.kind}</Badge></td>
+                      <td className="px-4 py-3">
+                        <Link to="/documents/pleading/new" search={{ from: d.id }} className="flex items-center gap-2 hover:text-primary">
+                          <FileText className="h-4 w-4 text-muted-foreground" />
+                          <span className="font-medium">{d.name}</span>
+                        </Link>
+                      </td>
                       <td className="px-4 py-3 text-muted-foreground">{formatDate(d.created_at)}</td>
                       <td className="px-4 py-3 text-right">
+                        <Button asChild variant="ghost" size="sm">
+                          <Link to="/documents/pleading/new" search={{ from: d.id }}>Open as template</Link>
+                        </Button>
                         {d.storage_path && (
-                          <Button variant="ghost" size="icon" onClick={() => downloadGenerated(d)}><Download className="h-4 w-4" /></Button>
+                          <Button variant="ghost" size="icon" onClick={() => downloadPleading(d)}><Download className="h-4 w-4" /></Button>
                         )}
-                        <Button variant="ghost" size="icon" onClick={() => removeGenerated(d)}><Trash2 className="h-4 w-4 text-destructive" /></Button>
+                        <Button variant="ghost" size="icon" onClick={() => removePleading(d)}><Trash2 className="h-4 w-4 text-destructive" /></Button>
                       </td>
                     </tr>
                   ))}

src/routes/documents.pleading.new.tsx

@@ -1,5 +1,5 @@
 import { createFileRoute, useNavigate } from "@tanstack/react-router";
-import { useMemo, useState } from "react";
+import { useEffect, useMemo, useState } from "react";
 import { ProtectedLayout } from "@/components/protected-layout";
 import { PageContainer, PageHeader } from "@/components/app-shell";
 import { Card, CardContent } from "@/components/ui/card";
@@ -22,11 +22,15 @@ import { Download, FileText, Save, Loader2, Plus, Trash2 } from "lucide-react";
 
 export const Route = createFileRoute("/documents/pleading/new")({
   component: PleadingNewPage,
+  validateSearch: (search: Record<string, unknown>) => ({
+    from: typeof search.from === "string" ? search.from : undefined,
+  }),
 });
 
 function PleadingNewPage() {
   const { user } = useAuth();
   const navigate = useNavigate();
+  const { from } = Route.useSearch();
   const [courtType, setCourtType] = useState<"CIRCUIT" | "COUNTY">("CIRCUIT");
   const [circuit, setCircuit] = useState<string>("ELEVENTH");
   const [county, setCounty] = useState<string>("Miami-Dade");
@@ -42,6 +46,33 @@ function PleadingNewPage() {
   const [docName, setDocName] = useState("Pleading");
   const [saving, setSaving] = useState(false);
 
+  useEffect(() => {
+    if (!from) return;
+    (async () => {
+      const { data, error } = await supabase
+        .from("generated_documents")
+        .select("name, payload")
+        .eq("id", from)
+        .maybeSingle();
+      if (error || !data) return;
+      const p = (data.payload || {}) as any;
+      if (p.courtType) setCourtType(p.courtType);
+      if (p.circuit) setCircuit(p.circuit);
+      if (p.county) setCounty(p.county);
+      if (typeof p.plaintiffs === "string") setPlaintiffs(p.plaintiffs);
+      if (typeof p.defendants === "string") setDefendants(p.defendants);
+      if (typeof p.caseNumber === "string") setCaseNumber(p.caseNumber);
+      if (typeof p.title === "string") setTitle(p.title);
+      if (typeof p.bodyHtml === "string") setBodyHtml(p.bodyHtml);
+      if (Array.isArray(p.footnotes)) setFootnotes(p.footnotes);
+      if (typeof p.footerLeft === "string") setFooterLeft(p.footerLeft);
+      if (typeof p.footerCenter === "string") setFooterCenter(p.footerCenter);
+      if (typeof p.footerRight === "string") setFooterRight(p.footerRight);
+      setDocName(`${data.name} (copy)`);
+      toast.success("Loaded saved pleading");
+    })();
+  }, [from]);
+
   const counties = useMemo(() => {
     const c = FL_CIRCUITS.find((x) => x.value === circuit);
     return c?.counties ?? [];