Added events CSV importer

X-Lovable-Edit-ID: edt-343a7c67-736a-4839-924f-36fe3f3c49d5
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

package.json

@@ -55,6 +55,7 @@
     "@tiptap/starter-kit": "^3.22.3",
     "@types/file-saver": "^2.0.7",
     "@types/mailparser": "3.4.4",
+    "@types/papaparse": "^5.5.2",
     "class-variance-authority": "^0.7.1",
     "clsx": "^2.1.1",
     "cmdk": "^1.1.1",
@@ -68,6 +69,7 @@
     "jspdf-autotable": "^5.0.7",
     "lucide-react": "^0.575.0",
     "mailparser": "3.7.1",
+    "papaparse": "^5.5.3",
     "react": "^19.2.0",
     "react-day-picker": "^9.14.0",
     "react-dom": "^19.2.0",

src/integrations/supabase/types.ts

@@ -26,6 +26,7 @@ export type Database = {
           created_by: string | null
           direction: string
           duration_minutes: number | null
+          external_id: string | null
           follow_up_date: string | null
           follow_up_required: boolean
           homeowner_id: string | null
@@ -45,6 +46,7 @@ export type Database = {
           created_by?: string | null
           direction?: string
           duration_minutes?: number | null
+          external_id?: string | null
           follow_up_date?: string | null
           follow_up_required?: boolean
           homeowner_id?: string | null
@@ -64,6 +66,7 @@ export type Database = {
           created_by?: string | null
           direction?: string
           duration_minutes?: number | null
+          external_id?: string | null
           follow_up_date?: string | null
           follow_up_required?: boolean
           homeowner_id?: string | null
@@ -153,6 +156,7 @@ export type Database = {
           created_by: string | null
           default_hourly_rate: number | null
           description: string | null
+          external_id: string | null
           filing_date: string | null
           id: string
           judge: string | null
@@ -188,6 +192,7 @@ export type Database = {
           created_by?: string | null
           default_hourly_rate?: number | null
           description?: string | null
+          external_id?: string | null
           filing_date?: string | null
           id?: string
           judge?: string | null
@@ -223,6 +228,7 @@ export type Database = {
           created_by?: string | null
           default_hourly_rate?: number | null
           description?: string | null
+          external_id?: string | null
           filing_date?: string | null
           id?: string
           judge?: string | null
@@ -313,6 +319,7 @@ export type Database = {
           client_type: Database["public"]["Enums"]["client_type"]
           created_at: string
           created_by: string | null
+          external_id: string | null
           id: string
           management_company: string | null
           name: string
@@ -334,6 +341,7 @@ export type Database = {
           client_type?: Database["public"]["Enums"]["client_type"]
           created_at?: string
           created_by?: string | null
+          external_id?: string | null
           id?: string
           management_company?: string | null
           name: string
@@ -355,6 +363,7 @@ export type Database = {
           client_type?: Database["public"]["Enums"]["client_type"]
           created_at?: string
           created_by?: string | null
+          external_id?: string | null
           id?: string
           management_company?: string | null
           name?: string
@@ -741,6 +750,7 @@ export type Database = {
           created_at: string
           created_by: string | null
           email: string | null
+          external_id: string | null
           id: string
           name: string
           notes: string | null
@@ -759,6 +769,7 @@ export type Database = {
           created_at?: string
           created_by?: string | null
           email?: string | null
+          external_id?: string | null
           id?: string
           name: string
           notes?: string | null
@@ -777,6 +788,7 @@ export type Database = {
           created_at?: string
           created_by?: string | null
           email?: string | null
+          external_id?: string | null
           id?: string
           name?: string
           notes?: string | null
@@ -926,6 +938,7 @@ export type Database = {
           case_id: string
           created_at: string
           description: string | null
+          external_id: string | null
           folder: string
           id: string
           mime_type: string | null
@@ -938,6 +951,7 @@ export type Database = {
           case_id: string
           created_at?: string
           description?: string | null
+          external_id?: string | null
           folder?: string
           id?: string
           mime_type?: string | null
@@ -950,6 +964,7 @@ export type Database = {
           case_id?: string
           created_at?: string
           description?: string | null
+          external_id?: string | null
           folder?: string
           id?: string
           mime_type?: string | null
@@ -1025,6 +1040,72 @@ export type Database = {
         }
         Relationships: []
       }
+      events: {
+        Row: {
+          all_day: boolean
+          case_id: string | null
+          client_id: string | null
+          created_at: string
+          created_by: string | null
+          description: string | null
+          end_at: string | null
+          event_type: string
+          external_id: string | null
+          id: string
+          location: string | null
+          start_at: string
+          title: string
+          updated_at: string
+        }
+        Insert: {
+          all_day?: boolean
+          case_id?: string | null
+          client_id?: string | null
+          created_at?: string
+          created_by?: string | null
+          description?: string | null
+          end_at?: string | null
+          event_type?: string
+          external_id?: string | null
+          id?: string
+          location?: string | null
+          start_at: string
+          title: string
+          updated_at?: string
+        }
+        Update: {
+          all_day?: boolean
+          case_id?: string | null
+          client_id?: string | null
+          created_at?: string
+          created_by?: string | null
+          description?: string | null
+          end_at?: string | null
+          event_type?: string
+          external_id?: string | null
+          id?: string
+          location?: string | null
+          start_at?: string
+          title?: string
+          updated_at?: string
+        }
+        Relationships: [
+          {
+            foreignKeyName: "events_case_id_fkey"
+            columns: ["case_id"]
+            isOneToOne: false
+            referencedRelation: "cases"
+            referencedColumns: ["id"]
+          },
+          {
+            foreignKeyName: "events_client_id_fkey"
+            columns: ["client_id"]
+            isOneToOne: false
+            referencedRelation: "clients"
+            referencedColumns: ["id"]
+          },
+        ]
+      }
       expenses: {
         Row: {
           amount: number
@@ -1033,6 +1114,7 @@ export type Database = {
           created_at: string
           description: string
           expense_date: string
+          external_id: string | null
           id: string
           invoice_id: string | null
           receipt_storage_path: string | null
@@ -1046,6 +1128,7 @@ export type Database = {
           created_at?: string
           description: string
           expense_date?: string
+          external_id?: string | null
           id?: string
           invoice_id?: string | null
           receipt_storage_path?: string | null
@@ -1059,6 +1142,7 @@ export type Database = {
           created_at?: string
           description?: string
           expense_date?: string
+          external_id?: string | null
           id?: string
           invoice_id?: string | null
           receipt_storage_path?: string | null
@@ -1241,6 +1325,7 @@ export type Database = {
           created_at: string
           created_by: string | null
           email: string | null
+          external_id: string | null
           first_name: string
           id: string
           last_name: string
@@ -1256,6 +1341,7 @@ export type Database = {
           created_at?: string
           created_by?: string | null
           email?: string | null
+          external_id?: string | null
           first_name: string
           id?: string
           last_name: string
@@ -1271,6 +1357,7 @@ export type Database = {
           created_at?: string
           created_by?: string | null
           email?: string | null
+          external_id?: string | null
           first_name?: string
           id?: string
           last_name?: string
@@ -1559,6 +1646,7 @@ export type Database = {
           created_at: string
           created_by: string | null
           due_date: string | null
+          external_id: string | null
           id: string
           invoice_number: string
           is_retainer: boolean
@@ -1578,6 +1666,7 @@ export type Database = {
           created_at?: string
           created_by?: string | null
           due_date?: string | null
+          external_id?: string | null
           id?: string
           invoice_number: string
           is_retainer?: boolean
@@ -1597,6 +1686,7 @@ export type Database = {
           created_at?: string
           created_by?: string | null
           due_date?: string | null
+          external_id?: string | null
           id?: string
           invoice_number?: string
           is_retainer?: boolean
@@ -2023,6 +2113,7 @@ export type Database = {
           case_id: string
           created_at: string
           created_by: string | null
+          external_id: string | null
           id: string
           report_storage_path: string | null
           title: string
@@ -2032,6 +2123,7 @@ export type Database = {
           case_id: string
           created_at?: string
           created_by?: string | null
+          external_id?: string | null
           id?: string
           report_storage_path?: string | null
           title: string
@@ -2041,6 +2133,7 @@ export type Database = {
           case_id?: string
           created_at?: string
           created_by?: string | null
+          external_id?: string | null
           id?: string
           report_storage_path?: string | null
           title?: string
@@ -2166,6 +2259,7 @@ export type Database = {
           created_by: string | null
           description: string | null
           due_date: string | null
+          external_id: string | null
           id: string
           parent_task_id: string | null
           priority: Database["public"]["Enums"]["task_priority"]
@@ -2183,6 +2277,7 @@ export type Database = {
           created_by?: string | null
           description?: string | null
           due_date?: string | null
+          external_id?: string | null
           id?: string
           parent_task_id?: string | null
           priority?: Database["public"]["Enums"]["task_priority"]
@@ -2200,6 +2295,7 @@ export type Database = {
           created_by?: string | null
           description?: string | null
           due_date?: string | null
+          external_id?: string | null
           id?: string
           parent_task_id?: string | null
           priority?: Database["public"]["Enums"]["task_priority"]
@@ -2239,6 +2335,7 @@ export type Database = {
           case_id: string
           created_at: string
           description: string
+          external_id: string | null
           hourly_rate: number
           hours: number
           id: string
@@ -2252,6 +2349,7 @@ export type Database = {
           case_id: string
           created_at?: string
           description: string
+          external_id?: string | null
           hourly_rate?: number
           hours: number
           id?: string
@@ -2265,6 +2363,7 @@ export type Database = {
           case_id?: string
           created_at?: string
           description?: string
+          external_id?: string | null
           hourly_rate?: number
           hours?: number
           id?: string

src/routeTree.gen.ts

@@ -31,6 +31,7 @@ import { Route as SettingsWorkflowsRouteImport } from './routes/settings.workflo
 import { Route as SettingsWorkflowRouteImport } from './routes/settings.workflow'
 import { Route as SettingsSmtpRouteImport } from './routes/settings.smtp'
 import { Route as SettingsProfileRouteImport } from './routes/settings.profile'
+import { Route as SettingsImportRouteImport } from './routes/settings.import'
 import { Route as SettingsImapRouteImport } from './routes/settings.imap'
 import { Route as SettingsFeesRouteImport } from './routes/settings.fees'
 import { Route as InvoicesInvoiceIdRouteImport } from './routes/invoices.$invoiceId'
@@ -156,6 +157,11 @@ const SettingsProfileRoute = SettingsProfileRouteImport.update({
   path: '/profile',
   getParentRoute: () => SettingsRoute,
 } as any)
+const SettingsImportRoute = SettingsImportRouteImport.update({
+  id: '/import',
+  path: '/import',
+  getParentRoute: () => SettingsRoute,
+} as any)
 const SettingsImapRoute = SettingsImapRouteImport.update({
   id: '/imap',
   path: '/imap',
@@ -243,6 +249,7 @@ export interface FileRoutesByFullPath {
   '/invoices/$invoiceId': typeof InvoicesInvoiceIdRoute
   '/settings/fees': typeof SettingsFeesRoute
   '/settings/imap': typeof SettingsImapRoute
+  '/settings/import': typeof SettingsImportRoute
   '/settings/profile': typeof SettingsProfileRoute
   '/settings/smtp': typeof SettingsSmtpRoute
   '/settings/workflow': typeof SettingsWorkflowRoute
@@ -280,6 +287,7 @@ export interface FileRoutesByTo {
   '/invoices/$invoiceId': typeof InvoicesInvoiceIdRoute
   '/settings/fees': typeof SettingsFeesRoute
   '/settings/imap': typeof SettingsImapRoute
+  '/settings/import': typeof SettingsImportRoute
   '/settings/profile': typeof SettingsProfileRoute
   '/settings/smtp': typeof SettingsSmtpRoute
   '/settings/workflow': typeof SettingsWorkflowRoute
@@ -319,6 +327,7 @@ export interface FileRoutesById {
   '/invoices/$invoiceId': typeof InvoicesInvoiceIdRoute
   '/settings/fees': typeof SettingsFeesRoute
   '/settings/imap': typeof SettingsImapRoute
+  '/settings/import': typeof SettingsImportRoute
   '/settings/profile': typeof SettingsProfileRoute
   '/settings/smtp': typeof SettingsSmtpRoute
   '/settings/workflow': typeof SettingsWorkflowRoute
@@ -359,6 +368,7 @@ export interface FileRouteTypes {
     | '/invoices/$invoiceId'
     | '/settings/fees'
     | '/settings/imap'
+    | '/settings/import'
     | '/settings/profile'
     | '/settings/smtp'
     | '/settings/workflow'
@@ -396,6 +406,7 @@ export interface FileRouteTypes {
     | '/invoices/$invoiceId'
     | '/settings/fees'
     | '/settings/imap'
+    | '/settings/import'
     | '/settings/profile'
     | '/settings/smtp'
     | '/settings/workflow'
@@ -434,6 +445,7 @@ export interface FileRouteTypes {
     | '/invoices/$invoiceId'
     | '/settings/fees'
     | '/settings/imap'
+    | '/settings/import'
     | '/settings/profile'
     | '/settings/smtp'
     | '/settings/workflow'
@@ -646,6 +658,13 @@ declare module '@tanstack/react-router' {
       preLoaderRoute: typeof SettingsProfileRouteImport
       parentRoute: typeof SettingsRoute
     }
+    '/settings/import': {
+      id: '/settings/import'
+      path: '/import'
+      fullPath: '/settings/import'
+      preLoaderRoute: typeof SettingsImportRouteImport
+      parentRoute: typeof SettingsRoute
+    }
     '/settings/imap': {
       id: '/settings/imap'
       path: '/imap'
@@ -750,6 +769,7 @@ declare module '@tanstack/react-router' {
 interface SettingsRouteChildren {
   SettingsFeesRoute: typeof SettingsFeesRoute
   SettingsImapRoute: typeof SettingsImapRoute
+  SettingsImportRoute: typeof SettingsImportRoute
   SettingsProfileRoute: typeof SettingsProfileRoute
   SettingsSmtpRoute: typeof SettingsSmtpRoute
   SettingsWorkflowRoute: typeof SettingsWorkflowRoute
@@ -760,6 +780,7 @@ interface SettingsRouteChildren {
 const SettingsRouteChildren: SettingsRouteChildren = {
   SettingsFeesRoute: SettingsFeesRoute,
   SettingsImapRoute: SettingsImapRoute,
+  SettingsImportRoute: SettingsImportRoute,
   SettingsProfileRoute: SettingsProfileRoute,
   SettingsSmtpRoute: SettingsSmtpRoute,
   SettingsWorkflowRoute: SettingsWorkflowRoute,

src/routes/settings.import.tsx

@@ -0,0 +1,717 @@
+import { createFileRoute } from "@tanstack/react-router";
+import { useMemo, useState } from "react";
+import Papa from "papaparse";
+import { supabase } from "@/integrations/supabase/client";
+import { useAuth } from "@/lib/auth";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Button } from "@/components/ui/button";
+import { Badge } from "@/components/ui/badge";
+import { Alert, AlertDescription } from "@/components/ui/alert";
+import { Upload, CheckCircle2, AlertCircle, Loader2, FileSpreadsheet } from "lucide-react";
+import { toast } from "sonner";
+
+export const Route = createFileRoute("/settings/import")({
+  component: ImportPage,
+});
+
+type Row = Record<string, any>;
+
+interface ImporterConfig {
+  key: string;
+  label: string;
+  description: string;
+  table: string;
+  conflict: string; // column for upsert
+  // Maps normalized csv header → db column
+  aliases: Record<string, string>;
+  // Numeric columns (parsed from string)
+  numeric?: string[];
+  // Date-only columns (YYYY-MM-DD)
+  dateCols?: string[];
+  // Datetime columns
+  datetimeCols?: string[];
+  // Boolean columns
+  boolCols?: string[];
+  // Required output columns; if missing in row, row is skipped
+  required: string[];
+  // Per-row transform after mapping (e.g. split full name, set defaults)
+  transform?: (row: Row, ctx: ImportCtx) => Row | null;
+  // After successful insert, hook for caching ids by external_id (e.g. clients)
+  postInsert?: (rows: Row[], ctx: ImportCtx) => void;
+}
+
+interface ImportCtx {
+  userId: string;
+  // Cached lookup tables: external_id → uuid
+  clientByExt: Map<string, string>;
+  caseByExt: Map<string, string>;
+  contactByExt: Map<string, string>;
+  homeownerByExt: Map<string, string>;
+  invoiceByExt: Map<string, string>;
+  // Name → uuid lookups (for files that reference by name only)
+  clientByName: Map<string, string>;
+  caseByNumber: Map<string, string>;
+}
+
+const norm = (s: string) =>
+  s.toLowerCase().replace(/[^a-z0-9]/g, "");
+
+const splitName = (full: string): { first_name: string; last_name: string } => {
+  const parts = (full ?? "").trim().split(/\s+/);
+  if (parts.length === 0) return { first_name: "", last_name: "" };
+  if (parts.length === 1) return { first_name: parts[0], last_name: "" };
+  return { first_name: parts[0], last_name: parts.slice(1).join(" ") };
+};
+
+const toBool = (v: any) => {
+  if (typeof v === "boolean") return v;
+  const s = String(v ?? "").trim().toLowerCase();
+  return s === "true" || s === "yes" || s === "1" || s === "y";
+};
+
+const toNum = (v: any) => {
+  if (v === "" || v == null) return null;
+  const n = Number(String(v).replace(/[$,]/g, ""));
+  return isNaN(n) ? null : n;
+};
+
+const toDate = (v: any): string | null => {
+  if (!v) return null;
+  const d = new Date(v);
+  if (isNaN(d.getTime())) return null;
+  return d.toISOString().slice(0, 10);
+};
+
+const toDateTime = (v: any): string | null => {
+  if (!v) return null;
+  const d = new Date(v);
+  return isNaN(d.getTime()) ? null : d.toISOString();
+};
+
+const IMPORTERS: ImporterConfig[] = [
+  // Companies → clients
+  {
+    key: "companies",
+    label: "Companies → Clients",
+    description: "HOAs and corporate clients.",
+    table: "clients",
+    conflict: "external_id",
+    required: ["name"],
+    aliases: {
+      id: "external_id", companyid: "external_id", externalid: "external_id",
+      name: "name", companyname: "name", company: "name",
+      type: "client_type", clienttype: "client_type",
+      addressline1: "address_line1", address1: "address_line1", address: "address_line1",
+      addressline2: "address_line2", address2: "address_line2",
+      city: "city", state: "state",
+      zip: "postal_code", zipcode: "postal_code", postalcode: "postal_code",
+      phone: "primary_contact_phone", primaryphone: "primary_contact_phone",
+      email: "primary_contact_email", primaryemail: "primary_contact_email",
+      contactname: "primary_contact_name", primarycontact: "primary_contact_name",
+      management: "management_company", managementcompany: "management_company",
+      units: "num_units", numunits: "num_units",
+      notes: "notes",
+    },
+    numeric: ["num_units", "annual_interest_rate"],
+    transform: (r) => {
+      const t = String(r.client_type ?? "").toLowerCase();
+      r.client_type = t.includes("condo") ? "condo" : t.includes("hoa") ? "hoa" : "hoa";
+      return r;
+    },
+    postInsert: (rows, ctx) => {
+      for (const r of rows) {
+        if (r.external_id && r.id) ctx.clientByExt.set(r.external_id, r.id);
+        if (r.name && r.id) ctx.clientByName.set(r.name.toLowerCase(), r.id);
+      }
+    },
+  },
+  // People → contacts
+  {
+    key: "people",
+    label: "People → Contacts",
+    description: "Individual contacts (board members, vendors, etc.).",
+    table: "contacts",
+    conflict: "external_id",
+    required: ["name"],
+    aliases: {
+      id: "external_id", personid: "external_id", externalid: "external_id",
+      name: "name", fullname: "name",
+      firstname: "_first", lastname: "_last",
+      email: "email", phone: "phone",
+      company: "company", title: "title",
+      addressline1: "address_line1", address1: "address_line1", address: "address_line1",
+      addressline2: "address_line2", address2: "address_line2",
+      city: "city", state: "state",
+      zip: "postal_code", zipcode: "postal_code", postalcode: "postal_code",
+      type: "contact_type", contacttype: "contact_type",
+      notes: "notes",
+    },
+    transform: (r) => {
+      if (!r.name && (r._first || r._last)) {
+        r.name = [r._first, r._last].filter(Boolean).join(" ").trim();
+      }
+      delete r._first; delete r._last;
+      if (!r.contact_type) r.contact_type = "other";
+      return r;
+    },
+  },
+  // Lawyers → contacts (type=attorney)
+  {
+    key: "lawyers",
+    label: "Lawyers → Contacts",
+    description: "Opposing counsel & external attorneys (added as contacts).",
+    table: "contacts",
+    conflict: "external_id",
+    required: ["name"],
+    aliases: {
+      id: "external_id", lawyerid: "external_id", externalid: "external_id",
+      name: "name", fullname: "name",
+      firstname: "_first", lastname: "_last",
+      email: "email", phone: "phone",
+      firm: "company", company: "company",
+      addressline1: "address_line1", address: "address_line1",
+      city: "city", state: "state", zip: "postal_code", postalcode: "postal_code",
+      notes: "notes",
+    },
+    transform: (r) => {
+      if (!r.name && (r._first || r._last)) r.name = [r._first, r._last].filter(Boolean).join(" ").trim();
+      delete r._first; delete r._last;
+      r.contact_type = "attorney";
+      return r;
+    },
+  },
+  // Locations → homeowners (units)
+  {
+    key: "locations",
+    label: "Locations → Homeowner addresses",
+    description: "Property addresses tied to a client (HOA unit list).",
+    table: "homeowners",
+    conflict: "external_id",
+    required: ["client_id", "first_name"],
+    aliases: {
+      id: "external_id", locationid: "external_id", externalid: "external_id",
+      companyid: "_clientext", clientid: "_clientext", company: "_clientname",
+      address: "address", street: "address", addressline1: "address",
+      unit: "unit_number", unitnumber: "unit_number",
+      ownername: "_ownername", owner: "_ownername",
+      firstname: "first_name", lastname: "last_name",
+      email: "email", phone: "phone",
+      notes: "notes",
+    },
+    transform: (r, ctx) => {
+      const cid = r._clientext ? ctx.clientByExt.get(String(r._clientext)) : null;
+      const cidByName = r._clientname ? ctx.clientByName.get(String(r._clientname).toLowerCase()) : null;
+      r.client_id = cid ?? cidByName ?? null;
+      delete r._clientext; delete r._clientname;
+      if (!r.client_id) return null;
+      if (!r.first_name && r._ownername) {
+        const { first_name, last_name } = splitName(r._ownername);
+        r.first_name = first_name; r.last_name = last_name;
+      }
+      delete r._ownername;
+      if (!r.last_name) r.last_name = "";
+      return r;
+    },
+  },
+  // Cases → cases
+  {
+    key: "cases",
+    label: "Cases → Cases",
+    description: "Matters / cases linked to a client.",
+    table: "cases",
+    conflict: "external_id",
+    required: ["case_number", "title", "client_id"],
+    aliases: {
+      id: "external_id", caseid: "external_id", externalid: "external_id",
+      casenumber: "case_number", number: "case_number", mattercode: "case_number",
+      name: "title", title: "title", mattername: "title",
+      companyid: "_clientext", clientid: "_clientext", company: "_clientname", client: "_clientname",
+      description: "description", summary: "case_summary", casesummary: "case_summary",
+      practicearea: "practice_area", area: "practice_area",
+      status: "status",
+      opened: "opened_at", openedat: "opened_at", dateopened: "opened_at",
+      closed: "closed_at", closedat: "closed_at", dateclosed: "closed_at",
+      court: "court", judge: "judge", jurisdiction: "jurisdiction",
+      caseCaption: "case_caption", caption: "case_caption",
+      courtcasenumber: "court_case_number",
+      filingdate: "filing_date",
+      nexthearing: "next_hearing_date", nexthearingdate: "next_hearing_date",
+      opposingparty: "opposing_party",
+      opposingcounsel: "opposing_counsel",
+      opposingcounselfirm: "opposing_counsel_firm",
+      opposingcounselemail: "opposing_counsel_email",
+      opposingcounselphone: "opposing_counsel_phone",
+      claimamount: "claim_amount", settlementamount: "settlement_amount",
+      hourlyrate: "default_hourly_rate", rate: "default_hourly_rate",
+    },
+    numeric: ["claim_amount", "settlement_amount", "default_hourly_rate"],
+    dateCols: ["opened_at", "closed_at", "filing_date", "next_hearing_date", "statute_of_limitations"],
+    transform: (r, ctx) => {
+      const cid = r._clientext ? ctx.clientByExt.get(String(r._clientext)) : null;
+      const cidByName = r._clientname ? ctx.clientByName.get(String(r._clientname).toLowerCase()) : null;
+      r.client_id = cid ?? cidByName ?? null;
+      delete r._clientext; delete r._clientname;
+      if (!r.client_id) return null;
+      const s = String(r.status ?? "").toLowerCase();
+      r.status = s.includes("close") ? "closed" : s.includes("hold") ? "on_hold" : s.includes("intake") ? "intake" : "active";
+      if (!r.case_number) r.case_number = `CASE-${Date.now()}-${Math.floor(Math.random() * 1000)}`;
+      if (!r.title) r.title = r.case_number;
+      return r;
+    },
+    postInsert: (rows, ctx) => {
+      for (const r of rows) {
+        if (r.external_id && r.id) ctx.caseByExt.set(r.external_id, r.id);
+        if (r.case_number && r.id) ctx.caseByNumber.set(r.case_number, r.id);
+      }
+    },
+  },
+  // Case stages → not stored (informational only). Skipped.
+  // Tasks
+  {
+    key: "tasks",
+    label: "Tasks → Tasks",
+    description: "Task list with case linkage.",
+    table: "tasks",
+    conflict: "external_id",
+    required: ["title"],
+    aliases: {
+      id: "external_id", taskid: "external_id", externalid: "external_id",
+      title: "title", name: "title", subject: "title",
+      description: "description", notes: "description",
+      duedate: "due_date", due: "due_date",
+      priority: "priority", status: "status",
+      caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+    },
+    dateCols: ["due_date"],
+    transform: (r, ctx) => {
+      const cid = r._caseext ? ctx.caseByExt.get(String(r._caseext)) : null;
+      const cidByNum = r._casenum ? ctx.caseByNumber.get(String(r._casenum)) : null;
+      r.case_id = cid ?? cidByNum ?? null;
+      delete r._caseext; delete r._casenum;
+      const s = String(r.status ?? "").toLowerCase();
+      r.status = s.includes("complete") || s.includes("done") ? "complete" : "incomplete";
+      const p = String(r.priority ?? "").toLowerCase();
+      r.priority = ["low", "normal", "high", "urgent"].includes(p) ? p : "normal";
+      return r;
+    },
+  },
+  // Events
+  {
+    key: "events",
+    label: "Events → Calendar",
+    description: "Calendar events (hearings, meetings, deadlines).",
+    table: "events",
+    conflict: "external_id",
+    required: ["title", "start_at"],
+    aliases: {
+      id: "external_id", eventid: "external_id", externalid: "external_id",
+      title: "title", name: "title", subject: "title",
+      description: "description", notes: "description",
+      location: "location",
+      start: "start_at", startat: "start_at", startdate: "start_at", startdatetime: "start_at", date: "start_at",
+      end: "end_at", endat: "end_at", enddate: "end_at", enddatetime: "end_at",
+      allday: "all_day",
+      type: "event_type", eventtype: "event_type",
+      caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+      companyid: "_clientext", clientid: "_clientext",
+    },
+    boolCols: ["all_day"],
+    datetimeCols: ["start_at", "end_at"],
+    transform: (r, ctx) => {
+      r.case_id = (r._caseext && ctx.caseByExt.get(String(r._caseext))) || (r._casenum && ctx.caseByNumber.get(String(r._casenum))) || null;
+      r.client_id = (r._clientext && ctx.clientByExt.get(String(r._clientext))) || null;
+      delete r._caseext; delete r._casenum; delete r._clientext;
+      if (!r.event_type) r.event_type = "general";
+      return r;
+    },
+  },
+  // Call logs
+  {
+    key: "call_logs",
+    label: "Calls → Call logs",
+    description: "Phone call records.",
+    table: "call_logs",
+    conflict: "external_id",
+    required: ["case_id"],
+    aliases: {
+      id: "external_id", callid: "external_id", externalid: "external_id",
+      caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+      direction: "direction", subject: "subject", topic: "subject",
+      notes: "notes", description: "notes",
+      callername: "caller_name", from: "caller_name",
+      callerphone: "caller_phone", phone: "caller_phone",
+      duration: "duration_minutes", durationminutes: "duration_minutes", minutes: "duration_minutes",
+      billable: "billable",
+      date: "call_date", calldate: "call_date", datetime: "call_date",
+    },
+    numeric: ["duration_minutes"],
+    boolCols: ["billable"],
+    datetimeCols: ["call_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;
+      if (!r.case_id) return null;
+      const d = String(r.direction ?? "").toLowerCase();
+      r.direction = d.includes("in") ? "inbound" : "outbound";
+      return r;
+    },
+  },
+  // Time entries
+  {
+    key: "time_entries",
+    label: "Time entries → Time",
+    description: "Billable time records.",
+    table: "time_entries",
+    conflict: "external_id",
+    required: ["case_id", "description", "hours"],
+    aliases: {
+      id: "external_id", timeid: "external_id", externalid: "external_id",
+      caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+      description: "description", notes: "description",
+      hours: "hours", duration: "hours",
+      rate: "hourly_rate", hourlyrate: "hourly_rate",
+      billable: "billable",
+      date: "work_date", workdate: "work_date",
+    },
+    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;
+      if (!r.case_id) return null;
+      r.user_id = ctx.userId;
+      if (r.hours == null) return null;
+      return r;
+    },
+  },
+  // Expenses
+  {
+    key: "expenses",
+    label: "Expenses → Expenses",
+    description: "Case-related expenses.",
+    table: "expenses",
+    conflict: "external_id",
+    required: ["case_id", "description", "amount"],
+    aliases: {
+      id: "external_id", expenseid: "external_id", externalid: "external_id",
+      caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+      description: "description", notes: "description",
+      amount: "amount", cost: "amount",
+      billable: "billable",
+      date: "expense_date", expensedate: "expense_date",
+    },
+    numeric: ["amount"],
+    boolCols: ["billable"],
+    dateCols: ["expense_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;
+      if (!r.case_id || r.amount == null) return null;
+      r.user_id = ctx.userId;
+      return r;
+    },
+  },
+  // Invoices
+  {
+    key: "invoices",
+    label: "Invoices → Invoices",
+    description: "Invoice headers (line items not imported).",
+    table: "invoices",
+    conflict: "external_id",
+    required: ["invoice_number", "client_id"],
+    aliases: {
+      id: "external_id", invoiceid: "external_id", externalid: "external_id",
+      number: "invoice_number", invoicenumber: "invoice_number",
+      companyid: "_clientext", clientid: "_clientext", company: "_clientname",
+      caseid: "_caseext", casenumber: "_casenum",
+      issuedate: "issue_date", date: "issue_date",
+      duedate: "due_date",
+      status: "status",
+      subtotal: "subtotal", tax: "tax", total: "total", amount: "total",
+      amountpaid: "amount_paid", paid: "amount_paid",
+      notes: "notes", memo: "notes",
+    },
+    numeric: ["subtotal", "tax", "total", "amount_paid"],
+    dateCols: ["issue_date", "due_date"],
+    transform: (r, ctx) => {
+      r.client_id = (r._clientext && ctx.clientByExt.get(String(r._clientext))) || (r._clientname && ctx.clientByName.get(String(r._clientname).toLowerCase())) || null;
+      r.case_id = (r._caseext && ctx.caseByExt.get(String(r._caseext))) || (r._casenum && ctx.caseByNumber.get(String(r._casenum))) || null;
+      delete r._clientext; delete r._clientname; delete r._caseext; delete r._casenum;
+      if (!r.client_id) return null;
+      const s = String(r.status ?? "").toLowerCase();
+      r.status = ["draft", "sent", "paid", "overdue", "void"].includes(s) ? s : "draft";
+      return r;
+    },
+  },
+  // Notes → comments (general entity)
+  {
+    key: "notes",
+    label: "Notes → Comments",
+    description: "Free-form notes attached to cases.",
+    table: "comments",
+    conflict: "external_id",
+    required: ["body", "case_id"],
+    aliases: {
+      id: "external_id", noteid: "external_id", externalid: "external_id",
+      body: "body", content: "body", text: "body", notes: "body",
+      caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+    },
+    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;
+      if (!r.case_id || !r.body) return null;
+      r.author_id = ctx.userId;
+      r.entity_type = "case";
+      r.entity_id = r.case_id;
+      return r;
+    },
+  },
+  // Status updates
+  {
+    key: "status_updates",
+    label: "Status updates → Status",
+    description: "Case status reports.",
+    table: "status_updates",
+    conflict: "external_id",
+    required: ["title", "body", "case_id"],
+    aliases: {
+      id: "external_id", statusid: "external_id", externalid: "external_id",
+      title: "title", subject: "title",
+      body: "body", content: "body", notes: "body", description: "body",
+      caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+    },
+    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;
+      if (!r.case_id || !r.body) return null;
+      return r;
+    },
+  },
+];
+
+interface ImportResult {
+  total: number;
+  inserted: number;
+  skipped: number;
+  errors: string[];
+}
+
+function ImportPage() {
+  const { user } = useAuth();
+  const [results, setResults] = useState<Record<string, ImportResult | "running">>({});
+  const ctx = useMemo<ImportCtx>(() => ({
+    userId: user?.id ?? "",
+    clientByExt: new Map(),
+    caseByExt: new Map(),
+    contactByExt: new Map(),
+    homeownerByExt: new Map(),
+    invoiceByExt: new Map(),
+    clientByName: new Map(),
+    caseByNumber: new Map(),
+  }), [user?.id]);
+
+  // Pre-load lookup caches from existing rows so subsequent imports can join
+  const ensureLookupsLoaded = async () => {
+    if (ctx.clientByExt.size === 0) {
+      const { data } = await supabase.from("clients").select("id, name, external_id");
+      for (const r of data ?? []) {
+        if (r.external_id) ctx.clientByExt.set(r.external_id, r.id);
+        if (r.name) ctx.clientByName.set(r.name.toLowerCase(), r.id);
+      }
+    }
+    if (ctx.caseByExt.size === 0) {
+      const { data } = await supabase.from("cases").select("id, case_number, external_id");
+      for (const r of data ?? []) {
+        if (r.external_id) ctx.caseByExt.set(r.external_id, r.id);
+        if (r.case_number) ctx.caseByNumber.set(r.case_number, r.id);
+      }
+    }
+  };
+
+  const handleFile = async (cfg: ImporterConfig, file: File) => {
+    if (!user?.id) return;
+    setResults((r) => ({ ...r, [cfg.key]: "running" }));
+    await ensureLookupsLoaded();
+
+    const parsed = await new Promise<Papa.ParseResult<Record<string, string>>>((resolve, reject) => {
+      Papa.parse<Record<string, string>>(file, {
+        header: true,
+        skipEmptyLines: true,
+        complete: resolve,
+        error: reject,
+      });
+    });
+
+    const rawRows = parsed.data;
+    const headers = parsed.meta.fields ?? [];
+    // Build header → db column map
+    const headerMap: Record<string, string> = {};
+    for (const h of headers) {
+      const n = norm(h);
+      const target = cfg.aliases[n] ?? n;
+      headerMap[h] = target;
+    }
+
+    const mapped: Row[] = [];
+    let skipped = 0;
+    const errors: string[] = [];
+
+    for (const raw of rawRows) {
+      const row: Row = {};
+      for (const [h, target] of Object.entries(headerMap)) {
+        const v = raw[h];
+        if (v === undefined || v === "") continue;
+        row[target] = v;
+      }
+      // type coercions
+      for (const c of cfg.numeric ?? []) if (c in row) row[c] = toNum(row[c]);
+      for (const c of cfg.boolCols ?? []) if (c in row) row[c] = toBool(row[c]);
+      for (const c of cfg.dateCols ?? []) if (c in row) row[c] = toDate(row[c]);
+      for (const c of cfg.datetimeCols ?? []) if (c in row) row[c] = toDateTime(row[c]);
+
+      // transform
+      const transformed = cfg.transform ? cfg.transform(row, ctx) : row;
+      if (!transformed) { skipped++; continue; }
+
+      // required check
+      const missing = cfg.required.find((k) => !transformed[k] && transformed[k] !== 0);
+      if (missing) { skipped++; continue; }
+
+      // attach created_by where not present
+      if (!transformed.created_by && !["time_entries", "expenses", "comments"].includes(cfg.table)) {
+        transformed.created_by = user.id;
+      }
+      mapped.push(transformed);
+    }
+
+    if (mapped.length === 0) {
+      setResults((r) => ({ ...r, [cfg.key]: { total: rawRows.length, inserted: 0, skipped, errors: ["No valid rows after mapping. Check headers/required fields."] } }));
+      return;
+    }
+
+    // Batch upsert in chunks of 200
+    const chunkSize = 200;
+    let inserted = 0;
+    const inserted_rows: Row[] = [];
+    for (let i = 0; i < mapped.length; i += chunkSize) {
+      const chunk = mapped.slice(i, i + chunkSize);
+      // Filter out rows missing the conflict column for upsert; insert plain
+      const withConflict = chunk.filter((r) => r[cfg.conflict]);
+      const withoutConflict = chunk.filter((r) => !r[cfg.conflict]);
+
+      if (withConflict.length > 0) {
+        const { data, error } = await supabase
+          .from(cfg.table as any)
+          .upsert(withConflict as any, { onConflict: cfg.conflict, ignoreDuplicates: false })
+          .select("*");
+        if (error) {
+          errors.push(`Batch ${i / chunkSize + 1} (upsert): ${error.message}`);
+        } else if (data) {
+          inserted += data.length;
+          inserted_rows.push(...data);
+        }
+      }
+      if (withoutConflict.length > 0) {
+        const { data, error } = await supabase
+          .from(cfg.table as any)
+          .insert(withoutConflict as any)
+          .select("*");
+        if (error) {
+          errors.push(`Batch ${i / chunkSize + 1} (insert): ${error.message}`);
+        } else if (data) {
+          inserted += data.length;
+          inserted_rows.push(...data);
+        }
+      }
+    }
+
+    if (cfg.postInsert) cfg.postInsert(inserted_rows, ctx);
+
+    const summary = { total: rawRows.length, inserted, skipped, errors };
+    setResults((r) => ({ ...r, [cfg.key]: summary }));
+    if (errors.length === 0) toast.success(`${cfg.label}: ${inserted} imported`);
+    else toast.error(`${cfg.label}: ${errors.length} batch error(s)`);
+  };
+
+  return (
+    <div className="space-y-6">
+      <Alert>
+        <AlertCircle className="h-4 w-4" />
+        <AlertDescription>
+          Headers are auto-mapped (snake_case + common aliases). Existing rows with a matching{" "}
+          <code className="text-xs">external_id</code> are updated. <strong>Import in order</strong>:
+          companies → people/lawyers → locations → cases → tasks/events/calls/time/expenses/invoices/notes/status.
+        </AlertDescription>
+      </Alert>
+
+      <div className="grid gap-3">
+        {IMPORTERS.map((cfg) => {
+          const result = results[cfg.key];
+          const running = result === "running";
+          const r = typeof result === "object" ? result : null;
+          return (
+            <Card key={cfg.key}>
+              <CardHeader className="pb-3">
+                <div className="flex items-start justify-between gap-4">
+                  <div className="min-w-0 flex-1">
+                    <CardTitle className="text-base flex items-center gap-2">
+                      <FileSpreadsheet className="h-4 w-4 text-muted-foreground" />
+                      {cfg.label}
+                    </CardTitle>
+                    <p className="text-xs text-muted-foreground mt-1">{cfg.description}</p>
+                  </div>
+                  <div className="shrink-0">
+                    <input
+                      type="file"
+                      accept=".csv,text/csv"
+                      id={`file-${cfg.key}`}
+                      className="hidden"
+                      onChange={(e) => {
+                        const f = e.target.files?.[0];
+                        if (f) handleFile(cfg, f);
+                        e.target.value = "";
+                      }}
+                      disabled={running}
+                    />
+                    <Button asChild size="sm" variant="outline" disabled={running}>
+                      <label htmlFor={`file-${cfg.key}`} className="cursor-pointer">
+                        {running ? <Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" /> : <Upload className="h-3.5 w-3.5 mr-1.5" />}
+                        {running ? "Importing…" : "Upload CSV"}
+                      </label>
+                    </Button>
+                  </div>
+                </div>
+              </CardHeader>
+              {r && (
+                <CardContent className="pt-0">
+                  <div className="flex items-center gap-2 text-xs flex-wrap">
+                    {r.errors.length === 0 ? (
+                      <Badge variant="outline" className="bg-emerald-500/10 text-emerald-700 border-emerald-200">
+                        <CheckCircle2 className="h-3 w-3 mr-1" />
+                        {r.inserted} of {r.total} imported
+                      </Badge>
+                    ) : (
+                      <Badge variant="outline" className="bg-destructive/10 text-destructive border-destructive/20">
+                        <AlertCircle className="h-3 w-3 mr-1" />
+                        {r.inserted} imported, {r.errors.length} error(s)
+                      </Badge>
+                    )}
+                    {r.skipped > 0 && (
+                      <span className="text-muted-foreground">{r.skipped} skipped (missing required fields)</span>
+                    )}
+                  </div>
+                  {r.errors.length > 0 && (
+                    <div className="mt-2 text-xs text-destructive space-y-1">
+                      {r.errors.slice(0, 3).map((e, i) => <div key={i}>• {e}</div>)}
+                    </div>
+                  )}
+                </CardContent>
+              )}
+            </Card>
+          );
+        })}
+      </div>
+    </div>
+  );
+}

src/routes/settings.tsx

@@ -17,6 +17,7 @@ const TABS = [
   { to: "/settings/workflows", label: "Task workflows" },
   { to: "/settings/smtp", label: "Email (SMTP)" },
   { to: "/settings/imap", label: "Email (IMAP)" },
+  { to: "/settings/import", label: "CSV import" },
 ];
 
 function SettingsLayout() {

supabase/migrations/20260418011622_8f2085e8-1834-4de6-bab8-e87c8d7a0a41.sql

@@ -0,0 +1,60 @@
+-- Calendar events table
+CREATE TABLE IF NOT EXISTS public.events (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  case_id uuid REFERENCES public.cases(id) ON DELETE CASCADE,
+  client_id uuid REFERENCES public.clients(id) ON DELETE SET NULL,
+  title text NOT NULL,
+  description text,
+  location text,
+  start_at timestamptz NOT NULL,
+  end_at timestamptz,
+  all_day boolean NOT NULL DEFAULT false,
+  event_type text NOT NULL DEFAULT 'general',
+  external_id text,
+  created_by uuid,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS events_external_id_uidx ON public.events(external_id) WHERE external_id IS NOT NULL;
+CREATE INDEX IF NOT EXISTS events_case_id_idx ON public.events(case_id);
+CREATE INDEX IF NOT EXISTS events_start_at_idx ON public.events(start_at);
+
+ALTER TABLE public.events ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY "events_select" ON public.events FOR SELECT TO authenticated
+  USING (case_id IS NULL OR public.can_access_case(case_id, auth.uid()) OR public.is_admin(auth.uid()));
+CREATE POLICY "events_insert" ON public.events FOR INSERT TO authenticated
+  WITH CHECK (auth.uid() IS NOT NULL);
+CREATE POLICY "events_update" ON public.events FOR UPDATE TO authenticated
+  USING (public.is_admin(auth.uid()) OR created_by = auth.uid() OR (case_id IS NOT NULL AND public.can_access_case(case_id, auth.uid())));
+CREATE POLICY "events_delete" ON public.events FOR DELETE TO authenticated
+  USING (public.is_admin(auth.uid()) OR created_by = auth.uid());
+
+CREATE TRIGGER events_set_updated_at BEFORE UPDATE ON public.events
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
+
+-- Add external_id to common imported tables for idempotent re-imports
+ALTER TABLE public.cases ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.clients ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.contacts ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.homeowners ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.tasks ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.invoices ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.expenses ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.time_entries ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.call_logs ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.documents ADD COLUMN IF NOT EXISTS external_id text;
+ALTER TABLE public.status_updates ADD COLUMN IF NOT EXISTS external_id text;
+
+CREATE UNIQUE INDEX IF NOT EXISTS cases_external_id_uidx ON public.cases(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS clients_external_id_uidx ON public.clients(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS contacts_external_id_uidx ON public.contacts(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS homeowners_external_id_uidx ON public.homeowners(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS tasks_external_id_uidx ON public.tasks(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS invoices_external_id_uidx ON public.invoices(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS expenses_external_id_uidx ON public.expenses(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS time_entries_external_id_uidx ON public.time_entries(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS call_logs_external_id_uidx ON public.call_logs(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS documents_external_id_uidx ON public.documents(external_id) WHERE external_id IS NOT NULL;
+CREATE UNIQUE INDEX IF NOT EXISTS status_updates_external_id_uidx ON public.status_updates(external_id) WHERE external_id IS NOT NULL;