From 319c9f69675829e41da872a6166e579ef4813a74 Mon Sep 17 00:00:00 2001 From: "gpt-engineer-app[bot]" <159125892+gpt-engineer-app[bot]@users.noreply.github.com> Date: Mon, 20 Apr 2026 00:06:36 +0000 Subject: [PATCH] Changes Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com> --- src/routes/settings.import.tsx | 11 ++++++++--- 1 file changed, 8 insertions(+), 3 deletions(-) diff --git a/src/routes/settings.import.tsx b/src/routes/settings.import.tsx index 6b382d9..4c2e66c 100644 --- a/src/routes/settings.import.tsx +++ b/src/routes/settings.import.tsx @@ -665,7 +665,8 @@ const IMPORTERS: ImporterConfig[] = [ { key: "status_updates", label: "Status updates → Status", - description: "Case status reports.", + description: + "Case status reports. Match cases by title + client name (recommended), or by case number / external id.", table: "status_updates", conflict: "external_id", required: ["title", "body", "case_id"], @@ -675,14 +676,18 @@ const IMPORTERS: ImporterConfig[] = [ body: "body", content: "body", notes: "body", description: "body", caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum", casename: "_casename", casetitle: "_casename", matter: "_casename", mattername: "_casename", + clientname: "_clientname", client: "_clientname", hoa: "_clientname", association: "_clientname", }, transform: (r, ctx) => { + const titleKey = r._casename ? String(r._casename).toLowerCase().trim() : ""; + const clientKey = r._clientname ? String(r._clientname).toLowerCase().trim() : ""; r.case_id = (r._caseext && ctx.caseByExt.get(String(r._caseext))) || + (titleKey && clientKey && ctx.caseByClientAndTitle.get(`${clientKey}||${titleKey}`)) || (r._casenum && ctx.caseByNumber.get(String(r._casenum))) || - (r._casename && ctx.caseByTitle.get(String(r._casename).toLowerCase().trim())) || + (titleKey && ctx.caseByTitle.get(titleKey)) || null; - delete r._caseext; delete r._casenum; delete r._casename; + delete r._caseext; delete r._casenum; delete r._casename; delete r._clientname; if (!r.case_id || !r.body) return null; return r; },