Mapped MyCase CSV headers
X-Lovable-Edit-ID: edt-a1da8be0-9bad-4bca-b10d-c34a4b79f9c5 Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
@@ -190,40 +190,52 @@ const IMPORTERS: ImporterConfig[] = [
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conflict: "external_id",
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required: ["case_number", "title", "client_id"],
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aliases: {
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// Identifiers
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id: "external_id", caseid: "external_id", externalid: "external_id", mycaseid: "external_id",
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casenumber: "case_number", number: "case_number", mattercode: "case_number",
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caseno: "case_number", casenum: "case_number",
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// Title / matter name
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name: "title", title: "title", mattername: "title",
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casemattername: "title", casename: "title",
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// Client linkage — prefer association name; client number takes precedence over name
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companyid: "_clientext", clientid: "_clientext",
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clientno: "_clientext", clientnumber: "_clientext",
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company: "_clientname", client: "_clientname",
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company: "_clientname", client: "_clientname", client1: "_clientname",
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communityassociation: "_clientname", associationname: "_clientname",
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managementcompany: "_clientname",
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managementcompany: "_mgmtcompany",
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// Descriptions
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description: "description", casedescription: "description",
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summary: "case_summary", casesummary: "case_summary",
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// Practice area
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practicearea: "practice_area", area: "practice_area",
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caseinquirytype: "practice_area", representation: "practice_area",
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associationtype: "practice_area",
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// Status / stage
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status: "status", casestage: "status",
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// Dates
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opened: "opened_at", openedat: "opened_at", dateopened: "opened_at", opendate: "opened_at",
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closed: "closed_at", closedat: "closed_at", dateclosed: "closed_at", closeddate: "closed_at",
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caseclosed: "_closedflag",
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// Court info
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court: "court", judge: "judge", jurisdiction: "jurisdiction",
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district: "jurisdiction", county: "jurisdiction", countylocation: "jurisdiction",
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courtinformation: "court", primarycaselocation: "court",
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caseCaption: "case_caption", caption: "case_caption",
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casecaption: "case_caption", caption: "case_caption",
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courtcasenumber: "court_case_number",
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filingdate: "filing_date",
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nexthearing: "next_hearing_date", nexthearingdate: "next_hearing_date",
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pretrialconference: "next_hearing_date", trial: "next_hearing_date",
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// Opposing
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opposingparty: "opposing_party",
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defendants: "opposing_party", plaintiffs: "opposing_party",
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opposingcounsel: "opposing_counsel", opposingcounsels: "opposing_counsel",
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opposingcounselfirm: "opposing_counsel_firm",
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opposingcounselemail: "opposing_counsel_email",
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opposingcounselphone: "opposing_counsel_phone",
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leadattorney: "_assignedname", originatingattorney: "_originatingname",
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// Attorneys
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leadattorney: "_assignedname", leadattorney1: "_assignedname",
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originatingattorney: "_originatingname",
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// Money
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claimamount: "claim_amount", settlementamount: "settlement_amount",
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outstandingbalance: "claim_amount",
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casebalance: "claim_amount", ledgerbalance: "claim_amount",
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@@ -232,15 +244,25 @@ const IMPORTERS: ImporterConfig[] = [
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flatfee: "flat_fee_amount",
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billingtype: "billing_method",
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soldate: "statute_of_limitations",
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// Archive
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archived: "_archived", isarchived: "_archived",
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},
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numeric: ["claim_amount", "settlement_amount", "default_hourly_rate", "flat_fee_amount"],
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dateCols: ["opened_at", "closed_at", "filing_date", "next_hearing_date", "statute_of_limitations"],
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transform: (r, ctx) => {
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// Client resolution priority:
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// 1. Client number (external id)
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// 2. Client / Community Association / Association Name (by name)
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// 3. Management Company (only if nothing else matched)
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const cid = r._clientext ? ctx.clientByExt.get(String(r._clientext)) : null;
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const cidByName = r._clientname ? ctx.clientByName.get(String(r._clientname).toLowerCase()) : null;
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r.client_id = cid ?? cidByName ?? null;
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delete r._clientext; delete r._clientname;
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const cidByName = r._clientname
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? ctx.clientByName.get(String(r._clientname).toLowerCase())
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: null;
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const cidByMgmt = r._mgmtcompany
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? ctx.clientByName.get(String(r._mgmtcompany).toLowerCase())
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: null;
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r.client_id = cid ?? cidByName ?? cidByMgmt ?? null;
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delete r._clientext; delete r._clientname; delete r._mgmtcompany;
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delete r._assignedname; delete r._originatingname;
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if (!r.client_id) return null;
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const closedFlag = String(r._closedflag ?? "").toLowerCase().trim();
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@@ -265,7 +287,14 @@ const IMPORTERS: ImporterConfig[] = [
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const bm = String(r.billing_method).toLowerCase();
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r.billing_method = bm.includes("flat") ? "flat" : bm.includes("contingency") ? "contingency" : bm.includes("hour") ? "hourly" : null;
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}
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if (!r.case_number) r.case_number = `CASE-${Date.now()}-${Math.floor(Math.random() * 1000)}`;
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// Generate a collision-free case number when none was provided.
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// Uses crypto.randomUUID so simultaneous rows in the same batch never collide.
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if (!r.case_number || !String(r.case_number).trim()) {
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const uid = (typeof crypto !== "undefined" && "randomUUID" in crypto)
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? crypto.randomUUID().slice(0, 8).toUpperCase()
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: `${Date.now().toString(36)}${Math.floor(Math.random() * 1e6).toString(36)}`.toUpperCase();
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r.case_number = `CASE-${uid}`;
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}
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if (!r.title) r.title = r.case_number;
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return r;
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},
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