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Added MyCase CSV import

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X-Lovable-Edit-ID: edt-2d30a454-da8e-47dd-ba46-fadbb1de1158
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
2026-04-18 07:21:54 +00:00
co-authored by renee-png
parent 89a3cedd80 4dc14bf9bd
commit 0584792924
1 changed files with 91 additions and 12 deletions
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src/routes/settings.import.tsx
+91 -12
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@@ -53,6 +53,9 @@ interface ImportCtx {
// Name → uuid lookups (for files that reference by name only)
clientByName: Map<string, string>;
caseByNumber: Map<string, string>;
caseByTitle: Map<string, string>;
userByName: Map<string, string>;
userByEmail: Map<string, string>;
// Optional fallback client id (e.g. for address-only locations CSV)
defaultClientId?: string | null;
// Selected contact group (for unified contacts importer)
@@ -324,28 +327,92 @@ const IMPORTERS: ImporterConfig[] = [
{
key: "time_entries",
label: "Time entries → Time",
description: "Billable time records.",
description: "Billable time records. Supports MyCase headers: Date, Activity, Time, Rate, Flat rate, Total, Description, User, Case Name, Invoice, Nonbillable, MyCase ID.",
table: "time_entries",
conflict: "external_id",
required: ["case_id", "description", "hours"],
aliases: {
id: "external_id", timeid: "external_id", externalid: "external_id",
id: "external_id", timeid: "external_id", externalid: "external_id", mycaseid: "external_id",
caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
description: "description", notes: "description",
hours: "hours", duration: "hours",
casename: "_casename", case: "_casename", matter: "_casename", mattername: "_casename",
description: "description", notes: "description", activity: "_activity",
hours: "hours", duration: "hours", time: "_time",
rate: "hourly_rate", hourlyrate: "hourly_rate",
billable: "billable",
flatrate: "_flatrate", flatfee: "_flatrate",
total: "_total", amount: "_total",
billable: "billable", nonbillable: "_nonbillable", nonbill: "_nonbillable",
date: "work_date", workdate: "work_date",
user: "_username", username: "_username", attorney: "_username", staff: "_username", timekeeper: "_username",
invoice: "_invoice", invoicenumber: "_invoice",
},
numeric: ["hours", "hourly_rate"],
boolCols: ["billable"],
dateCols: ["work_date"],
transform: (r, ctx) => {
r.case_id = (r._caseext && ctx.caseByExt.get(String(r._caseext))) || (r._casenum && ctx.caseByNumber.get(String(r._casenum))) || null;
delete r._caseext; delete r._casenum;
// Resolve case
r.case_id =
(r._caseext && ctx.caseByExt.get(String(r._caseext))) ||
(r._casenum && ctx.caseByNumber.get(String(r._casenum))) ||
(r._casename && ctx.caseByTitle.get(String(r._casename).toLowerCase().trim())) ||
null;
delete r._caseext; delete r._casenum; delete r._casename;
if (!r.case_id) return null;
r.user_id = ctx.userId;
if (r.hours == null) return null;
// Resolve hours from "Time" (e.g. "1.5", "1:30", "01:30:00") if needed
if (r.hours == null && r._time != null) {
const s = String(r._time).trim();
const colon = s.match(/^(\d+):(\d{1,2})(?::(\d{1,2}))?$/);
if (colon) {
const h = Number(colon[1]) + Number(colon[2]) / 60 + (colon[3] ? Number(colon[3]) / 3600 : 0);
r.hours = isNaN(h) ? null : h;
} else {
const n = toNum(s);
if (n != null) r.hours = n;
}
}
delete r._time;
// Derive hourly_rate from total/flat rate when missing
const total = toNum(r._total);
const flat = toNum(r._flatrate);
if (r.hourly_rate == null && r.hours && total != null && r.hours > 0) {
r.hourly_rate = total / r.hours;
}
if (r.hourly_rate == null && flat != null && r.hours && r.hours > 0) {
r.hourly_rate = flat / r.hours;
}
if (r.hourly_rate == null) r.hourly_rate = 0;
delete r._total; delete r._flatrate;
// Billable: explicit `nonbillable` truthy → false; otherwise default true
if (r._nonbillable != null) {
r.billable = !toBool(r._nonbillable);
} else if (r.billable == null) {
r.billable = true;
}
delete r._nonbillable;
// Description: prefer Description, fall back to Activity
if (!r.description && r._activity) r.description = String(r._activity).trim();
if (r.description && r._activity && !String(r.description).startsWith(String(r._activity))) {
// keep description as-is; activity is supplemental
}
delete r._activity;
// User (timekeeper) lookup; fall back to current user so RLS insert succeeds
let uid: string | undefined;
if (r._username) {
const key = String(r._username).toLowerCase().trim();
uid = ctx.userByName.get(key) || ctx.userByEmail.get(key);
}
r.user_id = uid || ctx.userId;
delete r._username;
// Invoice number is informational — we don't link it (would require invoice lookup).
delete r._invoice;
if (r.hours == null || r.hours <= 0) return null;
if (!r.description) return null;
return r;
},
},
@@ -477,6 +544,9 @@ function ImportPage() {
invoiceByExt: new Map(),
clientByName: new Map(),
caseByNumber: new Map(),
caseByTitle: new Map(),
userByName: new Map(),
userByEmail: new Map(),
defaultClientId: null,
defaultContactType: null,
}), [user?.id]);
@@ -525,15 +595,24 @@ function ImportPage() {
}
ctx.caseByExt.clear();
ctx.caseByNumber.clear();
const cases = await fetchAllPaginated<{ id: string; case_number: string | null; external_id: string | null }>(
ctx.caseByTitle.clear();
const cases = await fetchAllPaginated<{ id: string; case_number: string | null; title: string | null; external_id: string | null }>(
"cases",
"id, case_number, external_id",
"id, case_number, title, external_id",
);
for (const r of cases) {
if (r.external_id) ctx.caseByExt.set(r.external_id, r.id);
if (r.case_number) ctx.caseByNumber.set(r.case_number, r.id);
if (r.title) ctx.caseByTitle.set(r.title.toLowerCase().trim(), r.id);
}
console.info(`[import] lookups loaded: clients=${ctx.clientByExt.size}/${ctx.clientByName.size} cases=${ctx.caseByExt.size}/${ctx.caseByNumber.size}`);
ctx.userByName.clear();
ctx.userByEmail.clear();
const { data: profs } = await supabase.from("profiles").select("id, full_name, email");
for (const p of (profs ?? []) as { id: string; full_name: string | null; email: string | null }[]) {
if (p.full_name) ctx.userByName.set(p.full_name.toLowerCase().trim(), p.id);
if (p.email) ctx.userByEmail.set(p.email.toLowerCase().trim(), p.id);
}
console.info(`[import] lookups loaded: clients=${ctx.clientByExt.size}/${ctx.clientByName.size} cases=${ctx.caseByExt.size}/${ctx.caseByNumber.size}/${ctx.caseByTitle.size} users=${ctx.userByName.size}`);
};
const handleFile = async (cfg: ImporterConfig, file: File) => {