From 53cf41d0fd473731f06347d8b0016b046eaf8338 Mon Sep 17 00:00:00 2001
From: "gpt-engineer-app[bot]"
 <159125892+gpt-engineer-app[bot]@users.noreply.github.com>
Date: Sat, 18 Apr 2026 23:26:11 +0000
Subject: [PATCH 1/4] Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
---
 src/lib/forms-shared.ts | 3 ++-
 1 file changed, 2 insertions(+), 1 deletion(-)

diff --git a/src/lib/forms-shared.ts b/src/lib/forms-shared.ts
index 2749753..6c7400b 100644
--- a/src/lib/forms-shared.ts
+++ b/src/lib/forms-shared.ts
@@ -331,12 +331,13 @@ export interface CaseLite {
   id: string;
   case_number: string;
   title: string;
+  client_id: string | null;
 }
 
 export async function fetchAccessibleCases(): Promise<CaseLite[]> {
   const { data } = await supabase
     .from("cases")
-    .select("id,case_number,title")
+    .select("id,case_number,title,client_id")
     .is("archived_at", null)
     .order("opened_at", { ascending: false })
     .limit(500);

From 46285fc47499db15f69000d1b8f9191181f4dd80 Mon Sep 17 00:00:00 2001
From: "gpt-engineer-app[bot]"
 <159125892+gpt-engineer-app[bot]@users.noreply.github.com>
Date: Sat, 18 Apr 2026 23:26:26 +0000
Subject: [PATCH 2/4] Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
---
 src/components/forms/client-case-picker.tsx | 98 +++++++++++++++++++++
 1 file changed, 98 insertions(+)
 create mode 100644 src/components/forms/client-case-picker.tsx

diff --git a/src/components/forms/client-case-picker.tsx b/src/components/forms/client-case-picker.tsx
new file mode 100644
index 0000000..1ca4bbe
--- /dev/null
+++ b/src/components/forms/client-case-picker.tsx
@@ -0,0 +1,98 @@
+import { useEffect, useMemo, useState } from "react";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Label } from "@/components/ui/label";
+import {
+  fetchClients,
+  fetchAccessibleCases,
+  type ClientLite,
+  type CaseLite,
+} from "@/lib/forms-shared";
+
+export function ClientCasePicker({
+  clientId,
+  caseId,
+  onClientChange,
+  onCaseChange,
+}: {
+  clientId: string;
+  caseId: string;
+  onClientChange: (id: string, client: ClientLite | null) => void;
+  onCaseChange: (id: string, kase: CaseLite | null) => void;
+}) {
+  const [clients, setClients] = useState<ClientLite[]>([]);
+  const [cases, setCases] = useState<CaseLite[]>([]);
+
+  useEffect(() => {
+    fetchClients().then(setClients);
+    fetchAccessibleCases().then(setCases);
+  }, []);
+
+  const filteredCases = useMemo(() => {
+    if (!clientId) return [];
+    return cases.filter((c) => c.client_id === clientId);
+  }, [cases, clientId]);
+
+  return (
+    <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+      <div>
+        <Label>Client / Association</Label>
+        <Select
+          value={clientId}
+          onValueChange={(id) => {
+            const c = clients.find((x) => x.id === id) ?? null;
+            onClientChange(id, c);
+            onCaseChange("", null);
+          }}
+        >
+          <SelectTrigger>
+            <SelectValue placeholder="Select a client" />
+          </SelectTrigger>
+          <SelectContent>
+            {clients.map((c) => (
+              <SelectItem key={c.id} value={c.id}>
+                {c.name}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+      </div>
+      <div>
+        <Label>Case (optional)</Label>
+        <Select
+          value={caseId}
+          onValueChange={(id) => {
+            const k = cases.find((x) => x.id === id) ?? null;
+            onCaseChange(id, k);
+          }}
+          disabled={!clientId}
+        >
+          <SelectTrigger>
+            <SelectValue placeholder={clientId ? "Select case" : "Pick client first"} />
+          </SelectTrigger>
+          <SelectContent>
+            {filteredCases.length === 0 ? (
+              <div className="px-2 py-1.5 text-xs text-muted-foreground">
+                {clientId ? "No cases for this client" : ""}
+              </div>
+            ) : (
+              filteredCases.map((c) => (
+                <SelectItem key={c.id} value={c.id}>
+                  <span className="font-mono text-xs text-muted-foreground mr-2">
+                    {c.case_number}
+                  </span>
+                  {c.title}
+                </SelectItem>
+              ))
+            )}
+          </SelectContent>
+        </Select>
+      </div>
+    </div>
+  );
+}

From 61e48c766872701d2c05a39fc55f26d0ef54053c Mon Sep 17 00:00:00 2001
From: "gpt-engineer-app[bot]"
 <159125892+gpt-engineer-app[bot]@users.noreply.github.com>
Date: Sat, 18 Apr 2026 23:26:39 +0000
Subject: [PATCH 3/4] Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
---
 src/components/forms/custom-form-builder.tsx | 17 +++++++++++------
 1 file changed, 11 insertions(+), 6 deletions(-)

diff --git a/src/components/forms/custom-form-builder.tsx b/src/components/forms/custom-form-builder.tsx
index e53229a..103bc2c 100644
--- a/src/components/forms/custom-form-builder.tsx
+++ b/src/components/forms/custom-form-builder.tsx
@@ -54,7 +54,7 @@ import {
   Square,
   ImagePlus,
 } from "lucide-react";
-import { ClientHomeownerPicker } from "./form-pickers";
+import { ClientCasePicker } from "./client-case-picker";
 import { FormFieldDefsDialog } from "./form-field-defs-dialog";
 import { FormFieldsFillPanel } from "./form-fields-fill-panel";
 import {
@@ -1417,18 +1417,23 @@ export function CustomFormBuilder() {
               </Button>
             </div>
           </div>
-          <ClientHomeownerPicker
+          <ClientCasePicker
             clientId={clientId}
-            homeownerId={homeownerId}
+            caseId={selectedCaseId}
             onClientChange={(id, c) => {
               setClientId(id);
               setClient(c);
+              setSelectedCaseId("");
+              setHomeownerId("");
+              setHomeowner(null);
             }}
-            onHomeownerChange={(id, h) => {
-              setHomeownerId(id);
-              setHomeowner(h);
+            onCaseChange={(id) => {
+              setSelectedCaseId(id);
             }}
           />
+          {cases.length === 0 && clientId && (
+            <p className="text-[11px] text-muted-foreground -mt-2">Loading cases…</p>
+          )}
           <div className="grid grid-cols-1 md:grid-cols-[1fr_auto_auto_auto_auto] gap-3 items-end">
             <div>
               <Label>Document title</Label>

From af5a7c3e34fb669ec22976e82eed2a98d191fa53 Mon Sep 17 00:00:00 2001
From: "gpt-engineer-app[bot]"
 <159125892+gpt-engineer-app[bot]@users.noreply.github.com>
Date: Sat, 18 Apr 2026 23:26:47 +0000
Subject: [PATCH 4/4] Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
---
 src/components/forms/custom-form-builder.tsx | 3 ---
 1 file changed, 3 deletions(-)

diff --git a/src/components/forms/custom-form-builder.tsx b/src/components/forms/custom-form-builder.tsx
index 103bc2c..d534700 100644
--- a/src/components/forms/custom-form-builder.tsx
+++ b/src/components/forms/custom-form-builder.tsx
@@ -1431,9 +1431,6 @@ export function CustomFormBuilder() {
               setSelectedCaseId(id);
             }}
           />
-          {cases.length === 0 && clientId && (
-            <p className="text-[11px] text-muted-foreground -mt-2">Loading cases…</p>
-          )}
           <div className="grid grid-cols-1 md:grid-cols-[1fr_auto_auto_auto_auto] gap-3 items-end">
             <div>
               <Label>Document title</Label>