Added surname pre-select logic

X-Lovable-Edit-ID: edt-5e55bd3f-4450-49e6-be3b-5cbc9c8e56a8
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/components/cases/collections-tab.tsx

@@ -319,6 +319,7 @@ export function CaseCollectionsTab({
         onOpenChange={setAddOpen}
         caseId={caseId}
         clientId={clientId}
+        caseTitle={caseRecord.title || ""}
         homeowners={homeowners}
         existingHomeownerIds={collections.map((c) => c.homeowner_id)}
         onCreated={load}
@@ -846,12 +847,35 @@ function BucketCell({ value, danger, positive }: { value: number; danger?: boole
 }
 
 
+// Extract defendant surname from a case title like
+// "Corner Lake Estates HOA v Benitez [2074 Corner Glen Drive]"
+function extractDefendantSurname(title: string): string | null {
+  if (!title) return null;
+  // Match " v " or " v. " or " vs " (case-insensitive)
+  const m = title.match(/\sv\.?s?\.?\s+([A-Za-z'’\-]+)/i);
+  if (!m) return null;
+  return m[1].trim().toLowerCase();
+}
+
+function findUniqueHomeownerByTitle(
+  title: string,
+  homeowners: any[],
+): any | null {
+  const surname = extractDefendantSurname(title);
+  if (!surname) return null;
+  const matches = homeowners.filter(
+    (h) => (h.last_name || "").toLowerCase() === surname,
+  );
+  return matches.length === 1 ? matches[0] : null;
+}
+
 // ─── Add collection dialog ──────────────────────────────────────────
 function AddCollectionDialog({
   open,
   onOpenChange,
   caseId,
   clientId,
+  caseTitle,
   homeowners,
   existingHomeownerIds,
   onCreated,
@@ -860,6 +884,7 @@ function AddCollectionDialog({
   onOpenChange: (v: boolean) => void;
   caseId: string;
   clientId: string;
+  caseTitle: string;
   homeowners: any[];
   existingHomeownerIds: string[];
   onCreated: () => void;
@@ -870,18 +895,21 @@ function AddCollectionDialog({
   const [notes, setNotes] = useState("");
   const [submitting, setSubmitting] = useState(false);
 
-  useEffect(() => {
-    if (open) {
-      setHomeownerId("");
-      setStatus("none");
-      setNotes("");
-    }
-  }, [open]);
-
   const available = homeowners.filter(
     (h) => !existingHomeownerIds.includes(h.id),
   );
 
+  useEffect(() => {
+    if (open) {
+      // Try to pre-select a homeowner whose surname matches the case title
+      const match = findUniqueHomeownerByTitle(caseTitle, available);
+      setHomeownerId(match ? match.id : "");
+      setStatus("none");
+      setNotes("");
+    }
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open, caseTitle]);
+
   const submit = async () => {
     if (!homeownerId) {
       toast.error("Pick a homeowner");

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

@@ -35,17 +35,26 @@ const STATUS_OPTIONS = [
   { value: "closed", label: "Closed" },
 ];
 
+function extractDefendantSurname(title: string): string | null {
+  if (!title) return null;
+  const m = title.match(/\sv\.?s?\.?\s+([A-Za-z'’\-]+)/i);
+  if (!m) return null;
+  return m[1].trim().toLowerCase();
+}
+
 export function ConvertToCollectionsDialog({
   open,
   onOpenChange,
   caseId,
   clientId,
+  caseTitle,
   onCreated,
 }: {
   open: boolean;
   onOpenChange: (v: boolean) => void;
   caseId: string;
   clientId: string;
+  caseTitle?: string;
   onCreated?: () => void;
 }) {
   const { user } = useAuth();
@@ -80,13 +89,27 @@ export function ConvertToCollectionsDialog({
           .select("homeowner_id")
           .eq("case_id", caseId),
       ]);
-      setHomeowners(hos ?? []);
-      setExistingIds(
-        new Set((cols ?? []).map((c) => c.homeowner_id).filter((id): id is string => !!id)),
+      const hoList = hos ?? [];
+      setHomeowners(hoList);
+      const existing = new Set(
+        (cols ?? []).map((c) => c.homeowner_id).filter((id): id is string => !!id),
       );
+      setExistingIds(existing);
+
+      // Pre-select homeowner if there's exactly one surname match from the case title
+      const surname = extractDefendantSurname(caseTitle ?? "");
+      if (surname) {
+        const matches = hoList.filter(
+          (h) =>
+            (h.last_name || "").toLowerCase() === surname && !existing.has(h.id),
+        );
+        if (matches.length === 1) {
+          setSelected(new Set([matches[0].id]));
+        }
+      }
       setLoading(false);
     })();
-  }, [open, caseId, clientId]);
+  }, [open, caseId, clientId, caseTitle]);
 
   const available = useMemo(
     () => homeowners.filter((h) => !existingIds.has(h.id)),

src/routes/cases.$caseId.tsx

@@ -266,6 +266,7 @@ function CaseDetail() {
         onOpenChange={setConvertOpen}
         caseId={caseId}
         clientId={data.client?.id ?? ""}
+        caseTitle={data.title || ""}
         onCreated={() => {
           setActiveTab("collections");
           load();