Built Payment Plans & Calls
X-Lovable-Edit-ID: edt-acfd5f82-abbb-44e0-b791-fe3a96306e53 Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
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import { useCallback, useEffect, useState } from "react";
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import { supabase } from "@/integrations/supabase/client";
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import { useAuth } from "@/lib/auth";
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import { Button } from "@/components/ui/button";
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import { Card, CardContent } from "@/components/ui/card";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import { Badge } from "@/components/ui/badge";
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import { Textarea } from "@/components/ui/textarea";
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import { Checkbox } from "@/components/ui/checkbox";
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from "@/components/ui/dialog";
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from "@/components/ui/select";
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import { Loader2, Phone, PhoneIncoming, PhoneOutgoing, Plus, Trash2 } from "lucide-react";
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import { toast } from "sonner";
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import { formatDateTime } from "@/lib/format";
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type Direction = "inbound" | "outbound";
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interface CallLog {
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id: string;
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case_id: string;
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contact_id: string | null;
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call_date: string;
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direction: Direction;
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duration_minutes: number | null;
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caller_name: string | null;
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caller_phone: string | null;
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subject: string;
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notes: string | null;
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follow_up_required: boolean;
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follow_up_date: string | null;
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billable: boolean;
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created_by: string | null;
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created_at: string;
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}
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export function CaseCallLogsTab({ caseId }: { caseId: string }) {
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const { user, isAdmin } = useAuth();
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const [logs, setLogs] = useState<CallLog[]>([]);
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const [loading, setLoading] = useState(true);
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const [open, setOpen] = useState(false);
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const [editing, setEditing] = useState<CallLog | null>(null);
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const load = useCallback(async () => {
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setLoading(true);
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const { data, error } = await supabase
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.from("call_logs")
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.select("*")
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.eq("case_id", caseId)
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.order("call_date", { ascending: false });
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if (error) toast.error("Failed to load call logs", { description: error.message });
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setLogs((data ?? []) as CallLog[]);
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setLoading(false);
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}, [caseId]);
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useEffect(() => { load(); }, [load]);
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const remove = async (id: string) => {
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if (!confirm("Delete this call log?")) return;
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const { error } = await supabase.from("call_logs").delete().eq("id", id);
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if (error) toast.error(error.message);
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else { toast.success("Deleted"); load(); }
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};
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return (
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<div className="space-y-4">
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<div className="flex items-center justify-between">
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<div className="flex items-center gap-2">
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<Phone className="h-4 w-4 text-primary" />
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<h3 className="font-medium">Call log</h3>
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{logs.length > 0 && <Badge variant="outline" className="text-[10px]">{logs.length}</Badge>}
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</div>
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<Button size="sm" onClick={() => { setEditing(null); setOpen(true); }}>
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<Plus className="h-3.5 w-3.5 mr-1.5" /> Log call
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</Button>
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</div>
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{loading ? (
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<p className="text-sm text-muted-foreground">Loading…</p>
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) : logs.length === 0 ? (
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<Card className="border-dashed border-border/60">
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<CardContent className="p-6 text-center text-sm text-muted-foreground">
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No calls logged yet.
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</CardContent>
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</Card>
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) : (
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<div className="space-y-2">
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{logs.map((c) => {
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const canEdit = isAdmin || c.created_by === user?.id;
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const Icon = c.direction === "inbound" ? PhoneIncoming : PhoneOutgoing;
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return (
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<Card key={c.id} className="border-border/60 hover:border-border transition-colors">
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<CardContent className="p-3">
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<div className="flex items-start gap-3">
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<div className={`rounded-full p-2 mt-0.5 ${c.direction === "inbound" ? "bg-success/10 text-success" : "bg-primary/10 text-primary"}`}>
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<Icon className="h-3.5 w-3.5" />
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 flex-wrap">
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<button
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className="font-medium text-sm text-left hover:underline"
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onClick={() => canEdit && (setEditing(c), setOpen(true))}
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>
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{c.subject || "(no subject)"}
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</button>
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{c.billable && <Badge variant="outline" className="text-[10px]">Billable</Badge>}
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{c.follow_up_required && (
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<Badge variant="outline" className="text-[10px] bg-warning/15 text-warning-foreground border-warning/40">
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Follow-up{c.follow_up_date ? ` ${c.follow_up_date}` : ""}
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</Badge>
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)}
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</div>
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<div className="text-xs text-muted-foreground mt-0.5">
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{formatDateTime(c.call_date)}
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{c.caller_name && ` · ${c.caller_name}`}
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{c.caller_phone && ` · ${c.caller_phone}`}
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{c.duration_minutes != null && ` · ${c.duration_minutes} min`}
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</div>
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{c.notes && (
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<p className="text-sm mt-2 whitespace-pre-wrap">{c.notes}</p>
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)}
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</div>
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{canEdit && (
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<Button variant="ghost" size="icon" className="h-7 w-7" onClick={() => remove(c.id)}>
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<Trash2 className="h-3.5 w-3.5 text-destructive" />
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</Button>
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)}
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</div>
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</CardContent>
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</Card>
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);
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})}
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</div>
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)}
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<CallLogDialog
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open={open}
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onOpenChange={setOpen}
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caseId={caseId}
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userId={user?.id}
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editing={editing}
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onSaved={load}
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/>
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</div>
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);
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}
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function CallLogDialog({
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open,
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onOpenChange,
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caseId,
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userId,
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editing,
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onSaved,
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}: {
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open: boolean;
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onOpenChange: (v: boolean) => void;
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caseId: string;
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userId?: string;
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editing: CallLog | null;
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onSaved: () => void;
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}) {
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const [date, setDate] = useState("");
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const [direction, setDirection] = useState<Direction>("outbound");
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const [duration, setDuration] = useState("");
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const [callerName, setCallerName] = useState("");
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const [callerPhone, setCallerPhone] = useState("");
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const [subject, setSubject] = useState("");
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const [notes, setNotes] = useState("");
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const [followUp, setFollowUp] = useState(false);
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const [followUpDate, setFollowUpDate] = useState("");
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const [billable, setBillable] = useState(false);
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const [saving, setSaving] = useState(false);
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useEffect(() => {
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if (!open) return;
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if (editing) {
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// datetime-local needs YYYY-MM-DDTHH:MM
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const d = new Date(editing.call_date);
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const pad = (n: number) => String(n).padStart(2, "0");
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const local = `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())}T${pad(d.getHours())}:${pad(d.getMinutes())}`;
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setDate(local);
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setDirection(editing.direction);
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setDuration(editing.duration_minutes?.toString() ?? "");
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setCallerName(editing.caller_name ?? "");
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setCallerPhone(editing.caller_phone ?? "");
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setSubject(editing.subject ?? "");
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setNotes(editing.notes ?? "");
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setFollowUp(editing.follow_up_required);
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setFollowUpDate(editing.follow_up_date ?? "");
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setBillable(editing.billable);
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} else {
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const now = new Date();
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const pad = (n: number) => String(n).padStart(2, "0");
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setDate(`${now.getFullYear()}-${pad(now.getMonth() + 1)}-${pad(now.getDate())}T${pad(now.getHours())}:${pad(now.getMinutes())}`);
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setDirection("outbound");
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setDuration("");
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setCallerName("");
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setCallerPhone("");
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setSubject("");
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setNotes("");
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setFollowUp(false);
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setFollowUpDate("");
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setBillable(false);
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}
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}, [open, editing]);
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const submit = async () => {
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if (!subject.trim()) { toast.error("Subject required"); return; }
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setSaving(true);
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const payload = {
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case_id: caseId,
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call_date: new Date(date).toISOString(),
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direction,
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duration_minutes: duration ? parseInt(duration) : null,
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caller_name: callerName || null,
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caller_phone: callerPhone || null,
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subject,
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notes: notes || null,
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follow_up_required: followUp,
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follow_up_date: followUp && followUpDate ? followUpDate : null,
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billable,
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};
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const { error } = editing
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? await supabase.from("call_logs").update(payload).eq("id", editing.id)
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: await supabase.from("call_logs").insert({ ...payload, created_by: userId });
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setSaving(false);
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if (error) toast.error(error.message);
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else {
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toast.success(editing ? "Updated" : "Logged");
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onOpenChange(false);
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onSaved();
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}
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};
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="max-w-lg">
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<DialogHeader>
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<DialogTitle>{editing ? "Edit call log" : "Log a call"}</DialogTitle>
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<DialogDescription>Track inbound and outbound calls related to this case.</DialogDescription>
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</DialogHeader>
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<div className="space-y-3">
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<div className="grid grid-cols-2 gap-3">
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<div>
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<Label className="text-xs">Date / time</Label>
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<Input type="datetime-local" value={date} onChange={(e) => setDate(e.target.value)} />
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</div>
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<div>
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<Label className="text-xs">Direction</Label>
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<Select value={direction} onValueChange={(v) => setDirection(v as Direction)}>
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<SelectTrigger><SelectValue /></SelectTrigger>
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<SelectContent>
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<SelectItem value="outbound">Outbound</SelectItem>
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<SelectItem value="inbound">Inbound</SelectItem>
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</SelectContent>
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</Select>
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</div>
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</div>
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<div>
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<Label className="text-xs">Subject</Label>
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<Input value={subject} onChange={(e) => setSubject(e.target.value)} placeholder="What was the call about?" />
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</div>
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<div className="grid grid-cols-2 gap-3">
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<div>
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<Label className="text-xs">Caller name</Label>
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<Input value={callerName} onChange={(e) => setCallerName(e.target.value)} />
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</div>
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<div>
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<Label className="text-xs">Caller phone</Label>
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<Input value={callerPhone} onChange={(e) => setCallerPhone(e.target.value)} />
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</div>
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</div>
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<div>
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<Label className="text-xs">Duration (minutes)</Label>
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<Input type="number" min="0" value={duration} onChange={(e) => setDuration(e.target.value)} />
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</div>
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<div>
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<Label className="text-xs">Notes</Label>
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<Textarea rows={4} value={notes} onChange={(e) => setNotes(e.target.value)} />
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</div>
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<div className="flex items-center gap-6 pt-1">
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<label className="flex items-center gap-2 text-sm">
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<Checkbox checked={billable} onCheckedChange={(c) => setBillable(!!c)} />
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Billable
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</label>
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<label className="flex items-center gap-2 text-sm">
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<Checkbox checked={followUp} onCheckedChange={(c) => setFollowUp(!!c)} />
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Follow-up needed
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</label>
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</div>
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{followUp && (
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<div>
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<Label className="text-xs">Follow-up date</Label>
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<Input type="date" value={followUpDate} onChange={(e) => setFollowUpDate(e.target.value)} />
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</div>
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)}
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</div>
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<DialogFooter>
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<Button variant="outline" onClick={() => onOpenChange(false)}>Cancel</Button>
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<Button onClick={submit} disabled={saving}>
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{saving && <Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />}
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{editing ? "Save" : "Log call"}
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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);
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}
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@@ -0,0 +1,406 @@
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import { useCallback, useEffect, useMemo, useState } from "react";
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import { supabase } from "@/integrations/supabase/client";
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import { useAuth } from "@/lib/auth";
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import { Card, CardContent } from "@/components/ui/card";
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import { Button } from "@/components/ui/button";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import { Badge } from "@/components/ui/badge";
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import { Checkbox } from "@/components/ui/checkbox";
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import { Textarea } from "@/components/ui/textarea";
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from "@/components/ui/dialog";
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from "@/components/ui/select";
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import { CalendarClock, Loader2, Plus, Trash2 } from "lucide-react";
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import { toast } from "sonner";
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import { formatCurrency, formatDate } from "@/lib/format";
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type Frequency = "weekly" | "biweekly" | "monthly";
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type PlanStatus = "active" | "completed" | "defaulted" | "cancelled";
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interface Plan {
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id: string;
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collection_id: string;
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name: string | null;
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status: PlanStatus;
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total_amount: number;
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down_payment: number;
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installment_count: number;
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installment_amount: number;
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frequency: Frequency;
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start_date: string;
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notes: string | null;
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created_at: string;
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}
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interface Installment {
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id: string;
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plan_id: string;
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sort_order: number;
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due_date: string;
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amount: number;
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paid: boolean;
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paid_on: string | null;
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paid_amount: number | null;
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notes: string | null;
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}
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function addInterval(dateStr: string, frequency: Frequency, n: number) {
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const d = new Date(dateStr + "T00:00:00");
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if (frequency === "weekly") d.setDate(d.getDate() + 7 * n);
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else if (frequency === "biweekly") d.setDate(d.getDate() + 14 * n);
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else d.setMonth(d.getMonth() + n);
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return d.toISOString().slice(0, 10);
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}
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export function PaymentPlansPanel({ collectionId }: { collectionId: string }) {
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const { user } = useAuth();
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const [plans, setPlans] = useState<Plan[]>([]);
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const [installments, setInstallments] = useState<Record<string, Installment[]>>({});
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const [loading, setLoading] = useState(true);
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const [createOpen, setCreateOpen] = useState(false);
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const load = useCallback(async () => {
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setLoading(true);
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const { data: ps, error } = await supabase
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.from("payment_plans")
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.select("*")
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.eq("collection_id", collectionId)
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.order("created_at", { ascending: false });
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if (error) {
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toast.error("Failed to load payment plans", { description: error.message });
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setLoading(false);
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return;
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}
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setPlans((ps ?? []) as Plan[]);
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if (ps && ps.length) {
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const { data: ins } = await supabase
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.from("payment_plan_installments")
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.select("*")
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.in("plan_id", ps.map((p) => p.id))
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.order("sort_order");
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const grouped: Record<string, Installment[]> = {};
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(ins ?? []).forEach((i) => {
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(grouped[i.plan_id] ||= []).push(i as Installment);
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});
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setInstallments(grouped);
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} else {
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setInstallments({});
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}
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setLoading(false);
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}, [collectionId]);
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useEffect(() => {
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load();
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}, [load]);
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||||
const togglePaid = async (i: Installment, checked: boolean) => {
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const { error } = await supabase
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.from("payment_plan_installments")
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.update({
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paid: checked,
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paid_on: checked ? new Date().toISOString().slice(0, 10) : null,
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paid_amount: checked ? i.amount : null,
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})
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.eq("id", i.id);
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if (error) toast.error(error.message);
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else load();
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||||
};
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const updatePlanStatus = async (planId: string, status: PlanStatus) => {
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const { error } = await supabase
|
||||
.from("payment_plans")
|
||||
.update({ status })
|
||||
.eq("id", planId);
|
||||
if (error) toast.error(error.message);
|
||||
else { toast.success("Plan updated"); load(); }
|
||||
};
|
||||
|
||||
const deletePlan = async (planId: string) => {
|
||||
if (!confirm("Delete this payment plan and all its installments?")) return;
|
||||
const { error } = await supabase.from("payment_plans").delete().eq("id", planId);
|
||||
if (error) toast.error(error.message);
|
||||
else { toast.success("Plan deleted"); load(); }
|
||||
};
|
||||
|
||||
return (
|
||||
<Card className="border-border/60">
|
||||
<CardContent className="p-4 space-y-4">
|
||||
<div className="flex items-center justify-between">
|
||||
<div className="flex items-center gap-2">
|
||||
<CalendarClock className="h-4 w-4 text-primary" />
|
||||
<h3 className="font-medium">Payment plans</h3>
|
||||
{plans.length > 0 && (
|
||||
<Badge variant="outline" className="text-[10px]">{plans.length}</Badge>
|
||||
)}
|
||||
</div>
|
||||
<Button size="sm" onClick={() => setCreateOpen(true)}>
|
||||
<Plus className="h-3.5 w-3.5 mr-1.5" /> New plan
|
||||
</Button>
|
||||
</div>
|
||||
|
||||
{loading ? (
|
||||
<p className="text-sm text-muted-foreground">Loading…</p>
|
||||
) : plans.length === 0 ? (
|
||||
<p className="text-sm text-muted-foreground">No payment plans yet.</p>
|
||||
) : (
|
||||
<div className="space-y-4">
|
||||
{plans.map((p) => {
|
||||
const ins = installments[p.id] ?? [];
|
||||
const paidCount = ins.filter((i) => i.paid).length;
|
||||
const paidAmt = ins.reduce((s, i) => s + (i.paid ? Number(i.paid_amount ?? i.amount) : 0), 0);
|
||||
const remaining = Number(p.total_amount) - paidAmt - Number(p.down_payment);
|
||||
return (
|
||||
<div key={p.id} className="border rounded-md">
|
||||
<div className="p-3 flex flex-wrap items-start justify-between gap-3 border-b bg-muted/30">
|
||||
<div className="min-w-0">
|
||||
<div className="flex items-center gap-2 flex-wrap">
|
||||
<span className="font-medium text-sm">
|
||||
{p.name || `Plan started ${formatDate(p.start_date)}`}
|
||||
</span>
|
||||
<Badge variant="outline" className="text-[10px] capitalize">{p.status}</Badge>
|
||||
</div>
|
||||
<div className="text-xs text-muted-foreground mt-0.5">
|
||||
{p.installment_count} {p.frequency} installments · started {formatDate(p.start_date)}
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-center gap-2">
|
||||
<Select value={p.status} onValueChange={(v) => updatePlanStatus(p.id, v as PlanStatus)}>
|
||||
<SelectTrigger className="h-8 w-[130px] text-xs"><SelectValue /></SelectTrigger>
|
||||
<SelectContent>
|
||||
<SelectItem value="active">Active</SelectItem>
|
||||
<SelectItem value="completed">Completed</SelectItem>
|
||||
<SelectItem value="defaulted">Defaulted</SelectItem>
|
||||
<SelectItem value="cancelled">Cancelled</SelectItem>
|
||||
</SelectContent>
|
||||
</Select>
|
||||
<Button variant="ghost" size="icon" className="h-8 w-8" onClick={() => deletePlan(p.id)}>
|
||||
<Trash2 className="h-3.5 w-3.5 text-destructive" />
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
<div className="grid grid-cols-2 sm:grid-cols-4 gap-2 p-3 text-center text-xs border-b">
|
||||
<Stat label="Total" value={formatCurrency(p.total_amount)} />
|
||||
<Stat label="Down payment" value={formatCurrency(p.down_payment)} />
|
||||
<Stat label="Paid" value={`${formatCurrency(paidAmt)} (${paidCount}/${ins.length})`} />
|
||||
<Stat label="Remaining" value={formatCurrency(Math.max(0, remaining))} />
|
||||
</div>
|
||||
{ins.length > 0 && (
|
||||
<div className="divide-y">
|
||||
{ins.map((i) => {
|
||||
const overdue = !i.paid && new Date(i.due_date) < new Date(new Date().toDateString());
|
||||
return (
|
||||
<div key={i.id} className="flex items-center gap-3 p-2.5 px-3">
|
||||
<Checkbox
|
||||
checked={i.paid}
|
||||
onCheckedChange={(c) => togglePaid(i, !!c)}
|
||||
/>
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className={`text-sm ${i.paid ? "line-through text-muted-foreground" : ""}`}>
|
||||
Installment {i.sort_order + 1}
|
||||
{i.paid && i.paid_on && (
|
||||
<span className="ml-2 text-xs text-success">paid {formatDate(i.paid_on)}</span>
|
||||
)}
|
||||
</div>
|
||||
<div className={`text-xs ${overdue ? "text-destructive" : "text-muted-foreground"}`}>
|
||||
Due {formatDate(i.due_date)}
|
||||
{overdue && " · overdue"}
|
||||
</div>
|
||||
</div>
|
||||
<div className="text-sm font-medium tabular-nums">
|
||||
{formatCurrency(i.amount)}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
)}
|
||||
{p.notes && (
|
||||
<div className="p-3 text-xs text-muted-foreground border-t whitespace-pre-wrap">
|
||||
{p.notes}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
)}
|
||||
|
||||
<CreatePlanDialog
|
||||
open={createOpen}
|
||||
onOpenChange={setCreateOpen}
|
||||
collectionId={collectionId}
|
||||
userId={user?.id}
|
||||
onSaved={load}
|
||||
/>
|
||||
</CardContent>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
|
||||
function Stat({ label, value }: { label: string; value: string }) {
|
||||
return (
|
||||
<div className="border rounded-md py-1.5 px-2 bg-background">
|
||||
<div className="text-[10px] uppercase tracking-wider text-muted-foreground">{label}</div>
|
||||
<div className="text-sm font-medium mt-0.5 truncate tabular-nums">{value}</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function CreatePlanDialog({
|
||||
open,
|
||||
onOpenChange,
|
||||
collectionId,
|
||||
userId,
|
||||
onSaved,
|
||||
}: {
|
||||
open: boolean;
|
||||
onOpenChange: (v: boolean) => void;
|
||||
collectionId: string;
|
||||
userId?: string;
|
||||
onSaved: () => void;
|
||||
}) {
|
||||
const [name, setName] = useState("");
|
||||
const [total, setTotal] = useState("");
|
||||
const [down, setDown] = useState("0");
|
||||
const [count, setCount] = useState("6");
|
||||
const [frequency, setFrequency] = useState<Frequency>("monthly");
|
||||
const [startDate, setStartDate] = useState(new Date().toISOString().slice(0, 10));
|
||||
const [notes, setNotes] = useState("");
|
||||
const [saving, setSaving] = useState(false);
|
||||
|
||||
const installmentAmount = useMemo(() => {
|
||||
const t = parseFloat(total) || 0;
|
||||
const d = parseFloat(down) || 0;
|
||||
const c = parseInt(count) || 1;
|
||||
return c > 0 ? Math.round(((t - d) / c) * 100) / 100 : 0;
|
||||
}, [total, down, count]);
|
||||
|
||||
useEffect(() => {
|
||||
if (!open) {
|
||||
setName(""); setTotal(""); setDown("0"); setCount("6");
|
||||
setFrequency("monthly"); setStartDate(new Date().toISOString().slice(0, 10));
|
||||
setNotes("");
|
||||
}
|
||||
}, [open]);
|
||||
|
||||
const submit = async () => {
|
||||
const t = parseFloat(total);
|
||||
const c = parseInt(count);
|
||||
if (!t || t <= 0) { toast.error("Total amount required"); return; }
|
||||
if (!c || c <= 0) { toast.error("Installment count required"); return; }
|
||||
setSaving(true);
|
||||
const { data: plan, error } = await supabase
|
||||
.from("payment_plans")
|
||||
.insert({
|
||||
collection_id: collectionId,
|
||||
name: name || null,
|
||||
total_amount: t,
|
||||
down_payment: parseFloat(down) || 0,
|
||||
installment_count: c,
|
||||
installment_amount: installmentAmount,
|
||||
frequency,
|
||||
start_date: startDate,
|
||||
notes: notes || null,
|
||||
created_by: userId,
|
||||
})
|
||||
.select()
|
||||
.single();
|
||||
if (error || !plan) {
|
||||
setSaving(false);
|
||||
toast.error(error?.message ?? "Could not create plan");
|
||||
return;
|
||||
}
|
||||
const rows = Array.from({ length: c }).map((_, idx) => ({
|
||||
plan_id: plan.id,
|
||||
sort_order: idx,
|
||||
due_date: addInterval(startDate, frequency, idx),
|
||||
amount: installmentAmount,
|
||||
}));
|
||||
const { error: insErr } = await supabase.from("payment_plan_installments").insert(rows);
|
||||
setSaving(false);
|
||||
if (insErr) {
|
||||
toast.error("Plan saved, but installments failed", { description: insErr.message });
|
||||
} else {
|
||||
toast.success("Payment plan created");
|
||||
onOpenChange(false);
|
||||
onSaved();
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<Dialog open={open} onOpenChange={onOpenChange}>
|
||||
<DialogContent className="max-w-lg">
|
||||
<DialogHeader>
|
||||
<DialogTitle>New payment plan</DialogTitle>
|
||||
<DialogDescription>
|
||||
Generates a schedule. Mark installments paid as you receive funds.
|
||||
</DialogDescription>
|
||||
</DialogHeader>
|
||||
<div className="space-y-3">
|
||||
<div>
|
||||
<Label className="text-xs">Plan name (optional)</Label>
|
||||
<Input value={name} onChange={(e) => setName(e.target.value)} placeholder="e.g. Smith arrears plan" />
|
||||
</div>
|
||||
<div className="grid grid-cols-2 gap-3">
|
||||
<div>
|
||||
<Label className="text-xs">Total amount</Label>
|
||||
<Input type="number" step="0.01" value={total} onChange={(e) => setTotal(e.target.value)} />
|
||||
</div>
|
||||
<div>
|
||||
<Label className="text-xs">Down payment</Label>
|
||||
<Input type="number" step="0.01" value={down} onChange={(e) => setDown(e.target.value)} />
|
||||
</div>
|
||||
</div>
|
||||
<div className="grid grid-cols-3 gap-3">
|
||||
<div>
|
||||
<Label className="text-xs"># Installments</Label>
|
||||
<Input type="number" min="1" value={count} onChange={(e) => setCount(e.target.value)} />
|
||||
</div>
|
||||
<div>
|
||||
<Label className="text-xs">Frequency</Label>
|
||||
<Select value={frequency} onValueChange={(v) => setFrequency(v as Frequency)}>
|
||||
<SelectTrigger><SelectValue /></SelectTrigger>
|
||||
<SelectContent>
|
||||
<SelectItem value="weekly">Weekly</SelectItem>
|
||||
<SelectItem value="biweekly">Biweekly</SelectItem>
|
||||
<SelectItem value="monthly">Monthly</SelectItem>
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</div>
|
||||
<div>
|
||||
<Label className="text-xs">Start date</Label>
|
||||
<Input type="date" value={startDate} onChange={(e) => setStartDate(e.target.value)} />
|
||||
</div>
|
||||
</div>
|
||||
<div className="text-xs text-muted-foreground bg-muted/40 rounded p-2">
|
||||
Each installment: <span className="font-medium text-foreground">{formatCurrency(installmentAmount)}</span>
|
||||
</div>
|
||||
<div>
|
||||
<Label className="text-xs">Notes</Label>
|
||||
<Textarea rows={2} value={notes} onChange={(e) => setNotes(e.target.value)} />
|
||||
</div>
|
||||
</div>
|
||||
<DialogFooter>
|
||||
<Button variant="outline" onClick={() => onOpenChange(false)}>Cancel</Button>
|
||||
<Button onClick={submit} disabled={saving}>
|
||||
{saving && <Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />}
|
||||
Create plan
|
||||
</Button>
|
||||
</DialogFooter>
|
||||
</DialogContent>
|
||||
</Dialog>
|
||||
);
|
||||
}
|
||||
@@ -14,6 +14,88 @@ export type Database = {
|
||||
}
|
||||
public: {
|
||||
Tables: {
|
||||
call_logs: {
|
||||
Row: {
|
||||
billable: boolean
|
||||
call_date: string
|
||||
caller_name: string | null
|
||||
caller_phone: string | null
|
||||
case_id: string
|
||||
contact_id: string | null
|
||||
created_at: string
|
||||
created_by: string | null
|
||||
direction: string
|
||||
duration_minutes: number | null
|
||||
follow_up_date: string | null
|
||||
follow_up_required: boolean
|
||||
homeowner_id: string | null
|
||||
id: string
|
||||
notes: string | null
|
||||
subject: string
|
||||
updated_at: string
|
||||
}
|
||||
Insert: {
|
||||
billable?: boolean
|
||||
call_date?: string
|
||||
caller_name?: string | null
|
||||
caller_phone?: string | null
|
||||
case_id: string
|
||||
contact_id?: string | null
|
||||
created_at?: string
|
||||
created_by?: string | null
|
||||
direction?: string
|
||||
duration_minutes?: number | null
|
||||
follow_up_date?: string | null
|
||||
follow_up_required?: boolean
|
||||
homeowner_id?: string | null
|
||||
id?: string
|
||||
notes?: string | null
|
||||
subject?: string
|
||||
updated_at?: string
|
||||
}
|
||||
Update: {
|
||||
billable?: boolean
|
||||
call_date?: string
|
||||
caller_name?: string | null
|
||||
caller_phone?: string | null
|
||||
case_id?: string
|
||||
contact_id?: string | null
|
||||
created_at?: string
|
||||
created_by?: string | null
|
||||
direction?: string
|
||||
duration_minutes?: number | null
|
||||
follow_up_date?: string | null
|
||||
follow_up_required?: boolean
|
||||
homeowner_id?: string | null
|
||||
id?: string
|
||||
notes?: string | null
|
||||
subject?: string
|
||||
updated_at?: string
|
||||
}
|
||||
Relationships: [
|
||||
{
|
||||
foreignKeyName: "call_logs_case_id_fkey"
|
||||
columns: ["case_id"]
|
||||
isOneToOne: false
|
||||
referencedRelation: "cases"
|
||||
referencedColumns: ["id"]
|
||||
},
|
||||
{
|
||||
foreignKeyName: "call_logs_contact_id_fkey"
|
||||
columns: ["contact_id"]
|
||||
isOneToOne: false
|
||||
referencedRelation: "contacts"
|
||||
referencedColumns: ["id"]
|
||||
},
|
||||
{
|
||||
foreignKeyName: "call_logs_homeowner_id_fkey"
|
||||
columns: ["homeowner_id"]
|
||||
isOneToOne: false
|
||||
referencedRelation: "homeowners"
|
||||
referencedColumns: ["id"]
|
||||
},
|
||||
]
|
||||
}
|
||||
case_contacts: {
|
||||
Row: {
|
||||
case_id: string
|
||||
@@ -1435,6 +1517,125 @@ export type Database = {
|
||||
},
|
||||
]
|
||||
}
|
||||
payment_plan_installments: {
|
||||
Row: {
|
||||
amount: number
|
||||
created_at: string
|
||||
due_date: string
|
||||
id: string
|
||||
ledger_entry_id: string | null
|
||||
notes: string | null
|
||||
paid: boolean
|
||||
paid_amount: number | null
|
||||
paid_on: string | null
|
||||
plan_id: string
|
||||
sort_order: number
|
||||
updated_at: string
|
||||
}
|
||||
Insert: {
|
||||
amount?: number
|
||||
created_at?: string
|
||||
due_date: string
|
||||
id?: string
|
||||
ledger_entry_id?: string | null
|
||||
notes?: string | null
|
||||
paid?: boolean
|
||||
paid_amount?: number | null
|
||||
paid_on?: string | null
|
||||
plan_id: string
|
||||
sort_order?: number
|
||||
updated_at?: string
|
||||
}
|
||||
Update: {
|
||||
amount?: number
|
||||
created_at?: string
|
||||
due_date?: string
|
||||
id?: string
|
||||
ledger_entry_id?: string | null
|
||||
notes?: string | null
|
||||
paid?: boolean
|
||||
paid_amount?: number | null
|
||||
paid_on?: string | null
|
||||
plan_id?: string
|
||||
sort_order?: number
|
||||
updated_at?: string
|
||||
}
|
||||
Relationships: [
|
||||
{
|
||||
foreignKeyName: "payment_plan_installments_ledger_entry_id_fkey"
|
||||
columns: ["ledger_entry_id"]
|
||||
isOneToOne: false
|
||||
referencedRelation: "collection_ledger_entries"
|
||||
referencedColumns: ["id"]
|
||||
},
|
||||
{
|
||||
foreignKeyName: "payment_plan_installments_plan_id_fkey"
|
||||
columns: ["plan_id"]
|
||||
isOneToOne: false
|
||||
referencedRelation: "payment_plans"
|
||||
referencedColumns: ["id"]
|
||||
},
|
||||
]
|
||||
}
|
||||
payment_plans: {
|
||||
Row: {
|
||||
collection_id: string
|
||||
created_at: string
|
||||
created_by: string | null
|
||||
down_payment: number
|
||||
frequency: string
|
||||
id: string
|
||||
installment_amount: number
|
||||
installment_count: number
|
||||
name: string | null
|
||||
notes: string | null
|
||||
start_date: string
|
||||
status: string
|
||||
total_amount: number
|
||||
updated_at: string
|
||||
}
|
||||
Insert: {
|
||||
collection_id: string
|
||||
created_at?: string
|
||||
created_by?: string | null
|
||||
down_payment?: number
|
||||
frequency?: string
|
||||
id?: string
|
||||
installment_amount?: number
|
||||
installment_count?: number
|
||||
name?: string | null
|
||||
notes?: string | null
|
||||
start_date?: string
|
||||
status?: string
|
||||
total_amount?: number
|
||||
updated_at?: string
|
||||
}
|
||||
Update: {
|
||||
collection_id?: string
|
||||
created_at?: string
|
||||
created_by?: string | null
|
||||
down_payment?: number
|
||||
frequency?: string
|
||||
id?: string
|
||||
installment_amount?: number
|
||||
installment_count?: number
|
||||
name?: string | null
|
||||
notes?: string | null
|
||||
start_date?: string
|
||||
status?: string
|
||||
total_amount?: number
|
||||
updated_at?: string
|
||||
}
|
||||
Relationships: [
|
||||
{
|
||||
foreignKeyName: "payment_plans_collection_id_fkey"
|
||||
columns: ["collection_id"]
|
||||
isOneToOne: false
|
||||
referencedRelation: "collections"
|
||||
referencedColumns: ["id"]
|
||||
},
|
||||
]
|
||||
}
|
||||
profiles: {
|
||||
Row: {
|
||||
created_at: string
|
||||
|
||||
@@ -8,8 +8,9 @@ import { Badge } from "@/components/ui/badge";
|
||||
import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
|
||||
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
|
||||
import { supabase } from "@/integrations/supabase/client";
|
||||
import { ArrowLeft, FileText, Clock, DollarSign, Activity, Receipt, Scale, Users, Contact } from "lucide-react";
|
||||
import { ArrowLeft, FileText, Clock, DollarSign, Activity, Receipt, Scale, Users, Contact, Phone } from "lucide-react";
|
||||
import { ContactsLinkTab } from "@/components/contacts/contacts-link-tab";
|
||||
import { CaseCallLogsTab } from "@/components/cases/call-logs-tab";
|
||||
import { formatCurrency, formatDate, statusBadgeClass } from "@/lib/format";
|
||||
import { CaseDocumentsTab } from "@/components/cases/documents-tab";
|
||||
import { CaseTimeTab } from "@/components/cases/time-tab";
|
||||
@@ -162,6 +163,7 @@ function CaseTabs({ data, caseId, canManage, load }: { data: any; caseId: string
|
||||
<TabsTrigger value="time"><Clock className="h-3.5 w-3.5 mr-1.5" />Time</TabsTrigger>
|
||||
<TabsTrigger value="expenses"><DollarSign className="h-3.5 w-3.5 mr-1.5" />Expenses</TabsTrigger>
|
||||
<TabsTrigger value="invoices"><Receipt className="h-3.5 w-3.5 mr-1.5" />Invoices</TabsTrigger>
|
||||
<TabsTrigger value="calls"><Phone className="h-3.5 w-3.5 mr-1.5" />Calls</TabsTrigger>
|
||||
{(data.client?.client_type === "hoa" || data.client?.client_type === "condo") && (
|
||||
<TabsTrigger value="collections"><Users className="h-3.5 w-3.5 mr-1.5" />Collections</TabsTrigger>
|
||||
)}
|
||||
@@ -173,6 +175,7 @@ function CaseTabs({ data, caseId, canManage, load }: { data: any; caseId: string
|
||||
<TabsContent value="time"><CaseTimeTab caseRecord={data} onInvoice={() => setTab("invoices")} /></TabsContent>
|
||||
<TabsContent value="expenses"><CaseExpensesTab caseId={caseId} /></TabsContent>
|
||||
<TabsContent value="invoices"><CaseInvoicesTab caseRecord={data} /></TabsContent>
|
||||
<TabsContent value="calls"><CaseCallLogsTab caseId={caseId} /></TabsContent>
|
||||
{(data.client?.client_type === "hoa" || data.client?.client_type === "condo") && (
|
||||
<TabsContent value="collections"><CaseCollectionsTab caseRecord={data} /></TabsContent>
|
||||
)}
|
||||
|
||||
@@ -26,6 +26,7 @@ import {
|
||||
DialogTitle,
|
||||
} from "@/components/ui/dialog";
|
||||
import { CollectionDetail } from "@/components/cases/collections-tab";
|
||||
import { PaymentPlansPanel } from "@/components/collections/payment-plans-panel";
|
||||
import { formatDate } from "@/lib/format";
|
||||
import {
|
||||
ArrowLeft,
|
||||
@@ -428,6 +429,9 @@ function CollectionDetailRoute() {
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{/* Payment plans */}
|
||||
<PaymentPlansPanel collectionId={collection.id} />
|
||||
|
||||
{/* Ledger */}
|
||||
<CollectionDetail
|
||||
collection={collection}
|
||||
|
||||
@@ -0,0 +1,112 @@
|
||||
-- Payment Plans (attached to a collection)
|
||||
CREATE TABLE public.payment_plans (
|
||||
id uuid NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
|
||||
collection_id uuid NOT NULL REFERENCES public.collections(id) ON DELETE CASCADE,
|
||||
name text,
|
||||
status text NOT NULL DEFAULT 'active', -- active, completed, defaulted, cancelled
|
||||
total_amount numeric NOT NULL DEFAULT 0,
|
||||
down_payment numeric NOT NULL DEFAULT 0,
|
||||
installment_count integer NOT NULL DEFAULT 1,
|
||||
installment_amount numeric NOT NULL DEFAULT 0,
|
||||
frequency text NOT NULL DEFAULT 'monthly', -- weekly, biweekly, monthly
|
||||
start_date date NOT NULL DEFAULT CURRENT_DATE,
|
||||
notes text,
|
||||
created_by uuid,
|
||||
created_at timestamptz NOT NULL DEFAULT now(),
|
||||
updated_at timestamptz NOT NULL DEFAULT now()
|
||||
);
|
||||
|
||||
CREATE INDEX idx_payment_plans_collection ON public.payment_plans(collection_id);
|
||||
|
||||
ALTER TABLE public.payment_plans ENABLE ROW LEVEL SECURITY;
|
||||
|
||||
CREATE POLICY pp_select ON public.payment_plans FOR SELECT TO authenticated
|
||||
USING (EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND public.can_access_case(c.case_id, auth.uid())));
|
||||
|
||||
CREATE POLICY pp_insert ON public.payment_plans FOR INSERT TO authenticated
|
||||
WITH CHECK (EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND public.can_access_case(c.case_id, auth.uid())));
|
||||
|
||||
CREATE POLICY pp_update ON public.payment_plans FOR UPDATE TO authenticated
|
||||
USING (EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND public.can_access_case(c.case_id, auth.uid())));
|
||||
|
||||
CREATE POLICY pp_delete ON public.payment_plans FOR DELETE TO authenticated
|
||||
USING (EXISTS (SELECT 1 FROM public.collections c WHERE c.id = collection_id AND public.can_access_case(c.case_id, auth.uid())));
|
||||
|
||||
CREATE TRIGGER trg_pp_updated BEFORE UPDATE ON public.payment_plans
|
||||
FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
|
||||
|
||||
-- Installments (schedule items; manually marked paid)
|
||||
CREATE TABLE public.payment_plan_installments (
|
||||
id uuid NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
|
||||
plan_id uuid NOT NULL REFERENCES public.payment_plans(id) ON DELETE CASCADE,
|
||||
sort_order integer NOT NULL DEFAULT 0,
|
||||
due_date date NOT NULL,
|
||||
amount numeric NOT NULL DEFAULT 0,
|
||||
paid boolean NOT NULL DEFAULT false,
|
||||
paid_on date,
|
||||
paid_amount numeric,
|
||||
ledger_entry_id uuid REFERENCES public.collection_ledger_entries(id) ON DELETE SET NULL,
|
||||
notes text,
|
||||
created_at timestamptz NOT NULL DEFAULT now(),
|
||||
updated_at timestamptz NOT NULL DEFAULT now()
|
||||
);
|
||||
|
||||
CREATE INDEX idx_ppi_plan ON public.payment_plan_installments(plan_id);
|
||||
|
||||
ALTER TABLE public.payment_plan_installments ENABLE ROW LEVEL SECURITY;
|
||||
|
||||
CREATE POLICY ppi_select ON public.payment_plan_installments FOR SELECT TO authenticated
|
||||
USING (EXISTS (SELECT 1 FROM public.payment_plans p JOIN public.collections c ON c.id = p.collection_id WHERE p.id = plan_id AND public.can_access_case(c.case_id, auth.uid())));
|
||||
|
||||
CREATE POLICY ppi_insert ON public.payment_plan_installments FOR INSERT TO authenticated
|
||||
WITH CHECK (EXISTS (SELECT 1 FROM public.payment_plans p JOIN public.collections c ON c.id = p.collection_id WHERE p.id = plan_id AND public.can_access_case(c.case_id, auth.uid())));
|
||||
|
||||
CREATE POLICY ppi_update ON public.payment_plan_installments FOR UPDATE TO authenticated
|
||||
USING (EXISTS (SELECT 1 FROM public.payment_plans p JOIN public.collections c ON c.id = p.collection_id WHERE p.id = plan_id AND public.can_access_case(c.case_id, auth.uid())));
|
||||
|
||||
CREATE POLICY ppi_delete ON public.payment_plan_installments FOR DELETE TO authenticated
|
||||
USING (EXISTS (SELECT 1 FROM public.payment_plans p JOIN public.collections c ON c.id = p.collection_id WHERE p.id = plan_id AND public.can_access_case(c.case_id, auth.uid())));
|
||||
|
||||
CREATE TRIGGER trg_ppi_updated BEFORE UPDATE ON public.payment_plan_installments
|
||||
FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
|
||||
|
||||
-- Call Logs (attached to a case; optionally to a contact/homeowner)
|
||||
CREATE TABLE public.call_logs (
|
||||
id uuid NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
|
||||
case_id uuid NOT NULL REFERENCES public.cases(id) ON DELETE CASCADE,
|
||||
contact_id uuid REFERENCES public.contacts(id) ON DELETE SET NULL,
|
||||
homeowner_id uuid REFERENCES public.homeowners(id) ON DELETE SET NULL,
|
||||
call_date timestamptz NOT NULL DEFAULT now(),
|
||||
direction text NOT NULL DEFAULT 'outbound', -- inbound, outbound
|
||||
duration_minutes integer,
|
||||
caller_name text,
|
||||
caller_phone text,
|
||||
subject text NOT NULL DEFAULT '',
|
||||
notes text,
|
||||
follow_up_required boolean NOT NULL DEFAULT false,
|
||||
follow_up_date date,
|
||||
billable boolean NOT NULL DEFAULT false,
|
||||
created_by uuid,
|
||||
created_at timestamptz NOT NULL DEFAULT now(),
|
||||
updated_at timestamptz NOT NULL DEFAULT now()
|
||||
);
|
||||
|
||||
CREATE INDEX idx_call_logs_case ON public.call_logs(case_id);
|
||||
CREATE INDEX idx_call_logs_date ON public.call_logs(call_date DESC);
|
||||
|
||||
ALTER TABLE public.call_logs ENABLE ROW LEVEL SECURITY;
|
||||
|
||||
CREATE POLICY cl_select ON public.call_logs FOR SELECT TO authenticated
|
||||
USING (public.can_access_case(case_id, auth.uid()));
|
||||
|
||||
CREATE POLICY cl_insert ON public.call_logs FOR INSERT TO authenticated
|
||||
WITH CHECK (public.can_access_case(case_id, auth.uid()));
|
||||
|
||||
CREATE POLICY cl_update ON public.call_logs FOR UPDATE TO authenticated
|
||||
USING (public.can_access_case(case_id, auth.uid()) AND (created_by = auth.uid() OR public.is_admin(auth.uid())));
|
||||
|
||||
CREATE POLICY cl_delete ON public.call_logs FOR DELETE TO authenticated
|
||||
USING (public.can_access_case(case_id, auth.uid()) AND (created_by = auth.uid() OR public.is_admin(auth.uid())));
|
||||
|
||||
CREATE TRIGGER trg_call_logs_updated BEFORE UPDATE ON public.call_logs
|
||||
FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
|
||||
Reference in New Issue
Block a user