From 08dda8bab367d25ab37a8dc9bbdddeef816736a7 Mon Sep 17 00:00:00 2001
From: Thomas Joise <thomas.joise@tecnostac.com>
Date: Fri, 17 Jul 2026 13:57:45 +0530
Subject: [PATCH] fix(hq-web): edit dialogs clear blanked optional fields
 (follow-up, outcome, plan amount)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 apps/hq-web/src/pages/client-forms.tsx | 16 +++++++++++++---
 1 file changed, 13 insertions(+), 3 deletions(-)

diff --git a/apps/hq-web/src/pages/client-forms.tsx b/apps/hq-web/src/pages/client-forms.tsx
index 24632ed..e652ec9 100644
--- a/apps/hq-web/src/pages/client-forms.tsx
+++ b/apps/hq-web/src/pages/client-forms.tsx
@@ -72,7 +72,11 @@ export function PlanDialog(props: {
     setSaving(true)
     const body = {
       clientModuleId: f.clientModuleId, cadence: f.cadence, nextRun: f.nextRun, policy: f.policy,
-      ...(amount !== undefined ? { amountPaise: fromRupees(amount) } : {}),
+      // Edit mode: blank means "revert to price book" — send an explicit null so it clears.
+      // Create mode: blank just omits the override, letting the price book resolve at generation time.
+      ...(editing
+        ? { amountPaise: amount !== undefined ? fromRupees(amount) : null }
+        : amount !== undefined ? { amountPaise: fromRupees(amount) } : {}),
     }
     const call = editing ? updateRecurringPlan(props.initial!.id, body) : createRecurringPlan(props.clientId, body)
     call
@@ -219,8 +223,14 @@ export function InteractionDialog(props: {
     setSaving(true)
     const body = {
       typeCode: f.typeCode, onDate: f.onDate, notes: f.notes,
-      ...(f.outcome !== '' ? { outcome: f.outcome } : {}),
-      ...(f.followUpOn !== '' ? { followUpOn: f.followUpOn } : {}),
+      // Edit mode: blank means "clear it" — send an explicit null so the server clears the column
+      // (same semantics as ClientDetail's inline follow-up quick-edit). Create mode omits when blank.
+      ...(editing
+        ? { outcome: f.outcome !== '' ? f.outcome : null, followUpOn: f.followUpOn !== '' ? f.followUpOn : null }
+        : {
+            ...(f.outcome !== '' ? { outcome: f.outcome } : {}),
+            ...(f.followUpOn !== '' ? { followUpOn: f.followUpOn } : {}),
+          }),
     }
     const call = editing ? updateInteraction(props.initial!.id, body) : createInteraction(props.clientId, body)
     call