Changes

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

src/components/forms/itf-form.tsx

@@ -11,12 +11,14 @@ import {
   fmtCurrency,
   fmtDateLong,
   ownerFullName,
+  savePdfToDocuments,
   type ClientLite,
   type HomeownerLite,
   type FirmInfo,
 } from "@/lib/forms-shared";
 import { buildLetterTokens, loadFormTemplate, renderLetterPdf, type FormTemplateConfig } from "@/lib/form-templates";
 import { promptFilename } from "@/lib/prompt-filename";
+import { SaveToCaseDialog } from "./save-to-case-dialog";
 import { toast } from "sonner";
 
 export function ItfForm() {
@@ -26,6 +28,7 @@ export function ItfForm() {
   const [homeownerId, setHomeownerId] = useState("");
   const [firm, setFirm] = useState<FirmInfo | null>(null);
   const [template, setTemplate] = useState<FormTemplateConfig | null>(null);
+  const [saveToCaseOpen, setSaveToCaseOpen] = useState(false);
 
   const [letterDate, setLetterDate] = useState(new Date().toISOString().slice(0, 10));
   const [certifiedNo, setCertifiedNo] = useState("");
@@ -55,10 +58,10 @@ export function ItfForm() {
     (parseFloat(adminFees) || 0) -
     (parseFloat(lessPayments) || 0);
 
-  const handleExport = () => {
+  const buildPdf = () => {
     if (!client || !template) {
       toast.error("Select a client first");
-      return;
+      return null;
     }
 
     const returnAddress = [client.name];
@@ -68,7 +71,6 @@ export function ItfForm() {
     const recipient: string[] = [ownerFullName(homeowner) || "[Homeowner]"];
     if (homeowner?.address) recipient.push(homeowner.address);
 
-    // Compose lien reference inline so users don't need to edit raw template.
     const lienRef =
       lienBookPage || lienRecordedDate
         ? ` A Claim of Lien was recorded against the subject property${
@@ -95,7 +97,7 @@ export function ItfForm() {
       extra: { lienRef },
     });
 
-    const doc = renderLetterPdf({
+    return renderLetterPdf({
       template,
       returnAddress,
       topRightLine: tokens.date as string,
@@ -106,13 +108,33 @@ export function ItfForm() {
       total: { label: labels.totalDue ?? "TOTAL DUE", amount: total },
       filename: `ITF_${ownerFullName(homeowner) || "draft"}_${letterDate}`,
     });
+  };
 
-    const name = promptFilename(`ITF_${ownerFullName(homeowner) || "draft"}_${letterDate}`, "pdf");
+  const defaultName = `ITF_${ownerFullName(homeowner) || "draft"}_${letterDate}`;
+
+  const handleExport = () => {
+    const doc = buildPdf();
+    if (!doc) return;
+    const name = promptFilename(defaultName, "pdf");
     if (!name) return;
     doc.save(`${name}.pdf`);
     toast.success("ITF PDF downloaded");
   };
 
+  const handleSaveToCase = async ({ caseId, name, folder }: { caseId: string; name: string; folder: string }) => {
+    const doc = buildPdf();
+    if (!doc) return;
+    const filename = name.endsWith(".pdf") ? name : `${name}.pdf`;
+    await savePdfToDocuments({
+      blob: doc.output("blob"),
+      caseId,
+      name: filename,
+      folder,
+      mimeType: "application/pdf",
+    });
+    toast.success("Saved to case files");
+  };
+
   return (
     <div className="space-y-4">
       <Card>