Changes

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

src/integrations/supabase/types.ts

@@ -2896,6 +2896,7 @@ export type Database = {
           amount: number
           applied_invoice_id: string | null
           applied_payment_id: string | null
+          case_id: string | null
           client_id: string
           created_at: string
           created_by: string | null
@@ -2911,6 +2912,7 @@ export type Database = {
           amount: number
           applied_invoice_id?: string | null
           applied_payment_id?: string | null
+          case_id?: string | null
           client_id: string
           created_at?: string
           created_by?: string | null
@@ -2926,6 +2928,7 @@ export type Database = {
           amount?: number
           applied_invoice_id?: string | null
           applied_payment_id?: string | null
+          case_id?: string | null
           client_id?: string
           created_at?: string
           created_by?: string | null
@@ -2952,6 +2955,13 @@ export type Database = {
             referencedRelation: "invoice_payments"
             referencedColumns: ["id"]
           },
+          {
+            foreignKeyName: "trust_ledger_entries_case_id_fkey"
+            columns: ["case_id"]
+            isOneToOne: false
+            referencedRelation: "cases"
+            referencedColumns: ["id"]
+          },
           {
             foreignKeyName: "trust_ledger_entries_client_id_fkey"
             columns: ["client_id"]

supabase/migrations/20260419012447_24de63a7-2b0f-4524-abd1-4da095af9cb7.sql

@@ -0,0 +1,42 @@
+-- Add case_id to trust_ledger_entries to track per-case trust balances
+ALTER TABLE public.trust_ledger_entries
+  ADD COLUMN IF NOT EXISTS case_id uuid REFERENCES public.cases(id) ON DELETE SET NULL;
+
+CREATE INDEX IF NOT EXISTS trust_ledger_case_idx
+  ON public.trust_ledger_entries (case_id, entry_date DESC);
+
+-- Backfill case_id from linked invoices where possible
+UPDATE public.trust_ledger_entries t
+   SET case_id = i.case_id
+  FROM public.invoices i
+ WHERE t.case_id IS NULL
+   AND i.case_id IS NOT NULL
+   AND (t.source_invoice_id = i.id OR t.applied_invoice_id = i.id);
+
+-- Update retainer-payment trigger to copy case_id from the invoice
+CREATE OR REPLACE FUNCTION public.tg_trust_deposit_from_payment()
+ RETURNS trigger
+ LANGUAGE plpgsql
+ SECURITY DEFINER
+ SET search_path TO 'public'
+AS $function$
+DECLARE
+  v_client_id uuid;
+  v_case_id uuid;
+  v_is_retainer boolean;
+BEGIN
+  SELECT i.client_id, i.case_id, i.is_retainer
+    INTO v_client_id, v_case_id, v_is_retainer
+  FROM public.invoices i WHERE i.id = NEW.invoice_id;
+
+  IF v_is_retainer IS TRUE AND v_client_id IS NOT NULL AND NEW.amount > 0 THEN
+    INSERT INTO public.trust_ledger_entries
+      (client_id, case_id, entry_date, entry_type, amount, note,
+       source_invoice_id, source_payment_id, created_by)
+    VALUES
+      (v_client_id, v_case_id, NEW.paid_on, 'deposit', NEW.amount,
+       'Retainer payment', NEW.invoice_id, NEW.id, NEW.created_by);
+  END IF;
+  RETURN NEW;
+END;
+$function$;