Changes

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

src/components/contacts/contacts-link-tab.tsx

@@ -176,6 +176,7 @@ function ContactPickerDialog({
     supabase
       .from("contacts")
       .select("id, name, company, contact_type, email")
+      .is("archived_at", null)
       .order("name")
       .limit(200)
       .then(({ data }) => setRows(data ?? []));

src/components/invoices/generate-invoice-dialog.tsx

@@ -50,7 +50,7 @@ export function GenerateInvoiceDialog({ open, onOpenChange, clientId, clientName
     (async () => {
       setLoading(true);
       const [{ data: cs }, { data: firm }] = await Promise.all([
-        supabase.from("cases").select("id, case_number, title").eq("client_id", clientId),
+        supabase.from("cases").select("id, case_number, title").eq("client_id", clientId).is("archived_at", null),
         supabase.from("firm_settings").select("default_tax_rate").maybeSingle(),
       ]);
       const caseIds = (cs ?? []).map((c) => c.id);

src/components/quick-add/quick-add.tsx

@@ -53,10 +53,11 @@ function useClientsAndCases(open: boolean) {
     if (!open) return;
     (async () => {
       const [{ data: cs }, { data: ks }] = await Promise.all([
-        supabase.from("clients").select("id, name").order("name"),
+        supabase.from("clients").select("id, name").is("archived_at", null).order("name"),
         supabase
           .from("cases")
           .select("id, case_number, title, client_id, default_hourly_rate")
+          .is("archived_at", null)
           .order("case_number", { ascending: false }),
       ]);
       setClients(cs ?? []);

src/lib/archive.ts

@@ -0,0 +1,39 @@
+import { supabase } from "@/integrations/supabase/client";
+import { toast } from "sonner";
+
+export type ArchivableTable = "clients" | "cases" | "contacts" | "homeowners";
+
+const LABELS: Record<ArchivableTable, string> = {
+  clients: "Client",
+  cases: "Case",
+  contacts: "Contact",
+  homeowners: "Homeowner",
+};
+
+/**
+ * Archive (soft) or restore a row by setting/clearing `archived_at`.
+ * Returns true on success.
+ */
+export async function setArchived(
+  table: ArchivableTable,
+  id: string,
+  archived: boolean,
+): Promise<boolean> {
+  const patch = { archived_at: archived ? new Date().toISOString() : null };
+  const { error } = await (supabase.from(table) as any).update(patch).eq("id", id);
+  if (error) {
+    toast.error(`Could not ${archived ? "archive" : "restore"} ${LABELS[table].toLowerCase()}`, {
+      description: error.message,
+    });
+    return false;
+  }
+  toast.success(`${LABELS[table]} ${archived ? "archived" : "restored"}`);
+  return true;
+}
+
+/** Coerce common CSV truthy/falsy values into a boolean. */
+export function parseArchivedFlag(v: unknown): boolean {
+  if (typeof v === "boolean") return v;
+  const s = String(v ?? "").trim().toLowerCase();
+  return s === "true" || s === "yes" || s === "1" || s === "y" || s === "archived";
+}

src/lib/forms-shared.ts

@@ -32,6 +32,7 @@ export async function fetchClients(): Promise<ClientLite[]> {
     .select(
       "id,name,address_line1,address_line2,city,state,postal_code,primary_contact_email,primary_contact_phone,annual_interest_rate",
     )
+    .is("archived_at", null)
     .order("name");
   return (data ?? []) as ClientLite[];
 }
@@ -41,6 +42,7 @@ export async function fetchHomeowners(clientId: string): Promise<HomeownerLite[]
     .from("homeowners")
     .select("id,client_id,first_name,last_name,unit_number,address,email,phone,opening_balance")
     .eq("client_id", clientId)
+    .is("archived_at", null)
     .order("last_name");
   return (data ?? []) as HomeownerLite[];
 }
@@ -193,6 +195,7 @@ export async function fetchAccessibleCases(): Promise<CaseLite[]> {
   const { data } = await supabase
     .from("cases")
     .select("id,case_number,title")
+    .is("archived_at", null)
     .order("opened_at", { ascending: false })
     .limit(500);
   return (data ?? []) as CaseLite[];

src/routes/cases.new.tsx

@@ -47,7 +47,7 @@ function NewCase() {
   useEffect(() => {
     (async () => {
       const [{ data: cs }, { data: us }] = await Promise.all([
-        supabase.from("clients").select("id, name").order("name"),
+        supabase.from("clients").select("id, name").is("archived_at", null).order("name"),
         supabase.from("profiles").select("id, full_name, email").order("full_name"),
       ]);
       setClients(cs ?? []);

src/routes/status.index.tsx

@@ -48,6 +48,7 @@ function StatusUpdatesPage() {
     const { data, error } = await supabase
       .from("cases")
       .select("id, case_number, title, client:clients(name)")
+      .is("archived_at", null)
       .order("opened_at", { ascending: false })
       .limit(500);
     if (error) toast.error("Could not load cases", { description: error.message });

src/routes/tasks.index.tsx

@@ -93,7 +93,7 @@ function TasksPage() {
         .order("due_date", { ascending: true, nullsFirst: false }),
       supabase.from("task_assignees").select("task_id, user_id"),
       supabase.from("profiles").select("id, full_name, email"),
-      supabase.from("cases").select("id, case_number, title"),
+      supabase.from("cases").select("id, case_number, title").is("archived_at", null),
     ]);
     setTasks((t.data ?? []) as TaskRow[]);
     setAssignees((a.data ?? []) as AssigneeRow[]);