Changes

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

src/components/cases/convert-to-collections-dialog.tsx

@@ -181,9 +181,10 @@ export function ConvertToCollectionsDialog({
     }
     setSubmitting(true);
     try {
-      // Resolve each selected contact to a homeowner row (find by name on this client, else create).
       const selectedContacts = contacts.filter((c) => selected.has(c.id));
 
+      // Resolve each selected contact to a homeowner row (find by name on
+      // this client, else create). Returns the homeowner_id, in input order.
       let existingHomeowners: any[] = [];
       if (clientId && selectedContacts.length > 0) {
         const { data: hos } = await supabase
@@ -193,7 +194,7 @@ export function ConvertToCollectionsDialog({
         existingHomeowners = hos ?? [];
       }
 
-      const homeownerIds: string[] = [];
+      const homeownerIdByContact = new Map<string, string>();
       for (const c of selectedContacts) {
         const { first, last } = splitName(c.name);
         const match = existingHomeowners.find(
@@ -202,7 +203,7 @@ export function ConvertToCollectionsDialog({
             (h.last_name || "").toLowerCase().trim() === last.toLowerCase(),
         );
         if (match) {
-          homeownerIds.push(match.id);
+          homeownerIdByContact.set(c.id, match.id);
           continue;
         }
         if (!clientId) {
@@ -228,28 +229,67 @@ export function ConvertToCollectionsDialog({
           setSubmitting(false);
           return;
         }
-        homeownerIds.push(newHo.id);
+        homeownerIdByContact.set(c.id, newHo.id);
       }
 
-      // Skip homeowners that already have a collection on this case
       const { data: existingCols } = await supabase
         .from("collections")
         .select("homeowner_id")
         .eq("case_id", caseId);
-      const existingSet = new Set(
+      const existingHomeownerSet = new Set(
         (existingCols ?? [])
           .map((r: any) => r.homeowner_id)
           .filter((id: string | null): id is string => !!id),
       );
+      const hasAnyCollection = (existingCols ?? []).length > 0;
 
-      const rows: any[] = homeownerIds
-        .filter((id) => !existingSet.has(id))
-        .map((homeowner_id) => ({
+      const rows: any[] = [];
+
+      if (combine && selectedContacts.length > 0) {
+        // ONE combined collection for the case. Use the user-picked primary,
+        // or the first selected contact, as homeowner_id.
+        const primaryContact =
+          selectedContacts.find((c) => c.id === primaryId) ?? selectedContacts[0];
+        const primaryHomeownerId = homeownerIdByContact.get(primaryContact.id);
+        if (!primaryHomeownerId) {
+          toast.error("Could not resolve a primary homeowner");
+          setSubmitting(false);
+          return;
+        }
+        if (hasAnyCollection) {
+          toast.info(
+            "This case already has a collection. Use Merge on the Collections tab to combine them.",
+          );
+          setSubmitting(false);
+          return;
+        }
+        const otherNames = selectedContacts
+          .filter((c) => c.id !== primaryContact.id)
+          .map((c) => c.name);
+        const combinedName =
+          otherNames.length > 0
+            ? `${primaryContact.name} + ${otherNames.length} other${otherNames.length === 1 ? "" : "s"}`
+            : null;
+        rows.push({
           case_id: caseId,
-          homeowner_id,
+          homeowner_id: primaryHomeownerId,
           status,
+          name: combinedName,
           created_by: user?.id,
-        }));
+        });
+      } else if (selectedContacts.length > 0) {
+        // Per-homeowner mode (legacy)
+        for (const c of selectedContacts) {
+          const homeowner_id = homeownerIdByContact.get(c.id)!;
+          if (existingHomeownerSet.has(homeowner_id)) continue;
+          rows.push({
+            case_id: caseId,
+            homeowner_id,
+            status,
+            created_by: user?.id,
+          });
+        }
+      }
 
       if (includeEmpty) {
         rows.push({