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Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
2026-04-18 04:01:08 +00:00
co-authored by renee-png
parent af1f5c4f05
commit 3e51ed14a7
1 changed files with 21 additions and 75 deletions
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src/routes/settings.import.tsx
+21 -75
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@@ -92,97 +92,43 @@ const toDateTime = (v: any): string | null => {
};
const IMPORTERS: ImporterConfig[] = [
// Companies → clients
// Unified Contacts importer (all groups). When group=client, also mirrors into clients table.
{
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",
archived: "_archived", isarchived: "_archived", status: "_archived",
},
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.).",
key: "contacts",
label: "Contacts → Contacts",
description: "Upload one CSV per contact group. Rows tagged 'Client' also get mirrored into the Clients table.",
table: "contacts",
conflict: "external_id",
required: ["name"],
aliases: {
id: "external_id", personid: "external_id", externalid: "external_id",
name: "name", fullname: "name",
id: "external_id", contactid: "external_id", personid: "external_id", companyid: "external_id", externalid: "external_id",
name: "name", fullname: "name", companyname: "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",
email: "email", emailaddress: "email",
phone: "phone", phonenumber: "phone", mobile: "phone",
company: "company", firm: "company", organization: "company",
title: "title", role: "title",
addressline1: "address_line1", address1: "address_line1", address: "address_line1", street: "address_line1",
addressline2: "address_line2", address2: "address_line2", suite: "address_line2", apt: "address_line2",
city: "city", state: "state", province: "state",
zip: "postal_code", zipcode: "postal_code", postalcode: "postal_code",
type: "contact_type", contacttype: "contact_type",
notes: "notes",
notes: "notes", comments: "notes",
archived: "_archived", isarchived: "_archived",
},
transform: (r) => {
transform: (r, ctx) => {
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";
// Force the group selected by the user (overrides any per-row contact_type column)
r.contact_type = ctx.defaultContactType || 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;
postInsert: (rows, ctx) => {
for (const r of rows) {
if (r.external_id && r.id) ctx.contactByExt.set(r.external_id, r.id);
}
},
},
// Locations → homeowners (units)