Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
2026-05-01 14:44:57 +00:00
parent e80fe61178
commit 6287b2bc3f
1 changed files with 150 additions and 0 deletions
@@ -673,3 +673,153 @@ export function PushPaymentToTrustButton({
    </>
  );
 }
+
+const norm = (s: string) => s.toLowerCase().replace(/[^a-z0-9]/g, "");
+
+function ImportTrustCsvButton({
+  clientId,
+  defaultCaseId,
+  cases,
+  userId,
+  onImported,
+}: {
+  clientId: string;
+  defaultCaseId: string | null;
+  cases: CaseOption[];
+  userId: string | null;
+  onImported: () => void;
+}) {
+  const [busy, setBusy] = useState(false);
+
+  const onPick = (file: File) => {
+    setBusy(true);
+    Papa.parse<Record<string, string>>(file, {
+      header: true,
+      skipEmptyLines: true,
+      complete: async (parsed) => {
+        try {
+          const headers = parsed.meta.fields ?? [];
+          const map: Record<string, string> = {};
+          for (const h of headers) {
+            const n = norm(h);
+            if (["date", "entrydate", "txdate"].includes(n)) map[h] = "date";
+            else if (["type", "entrytype", "txtype", "transactiontype"].includes(n)) map[h] = "type";
+            else if (["amount", "total"].includes(n)) map[h] = "amount";
+            else if (["deposit", "credit"].includes(n)) map[h] = "deposit";
+            else if (["withdrawal", "debit", "payment"].includes(n)) map[h] = "withdrawal";
+            else if (["note", "notes", "memo", "description"].includes(n)) map[h] = "note";
+            else if (["case", "casenumber", "casename", "matter"].includes(n)) map[h] = "case";
+          }
+          // Build case lookup
+          const caseByNum = new Map<string, string>();
+          const caseByTitle = new Map<string, string>();
+          for (const c of cases) {
+            if (c.case_number) caseByNum.set(c.case_number.toLowerCase().trim(), c.id);
+            if (c.title) caseByTitle.set(c.title.toLowerCase().trim(), c.id);
+          }
+
+          const rows: Array<{
+            client_id: string;
+            case_id: string | null;
+            entry_date: string;
+            entry_type: string;
+            amount: number;
+            note: string | null;
+            created_by: string | null;
+          }> = [];
+          let skipped = 0;
+
+          for (const raw of parsed.data) {
+            const row: Record<string, string> = {};
+            for (const [h, k] of Object.entries(map)) {
+              const v = (raw as any)[h];
+              if (v != null && v !== "") row[k] = String(v).trim();
+            }
+            const dep = Number(row.deposit) || 0;
+            const wdr = Number(row.withdrawal) || 0;
+            let amount = Number(row.amount) || 0;
+            let type: "deposit" | "withdrawal" | null = null;
+            const tRaw = (row.type ?? "").toLowerCase();
+            if (["deposit", "credit", "in", "+"].includes(tRaw)) type = "deposit";
+            else if (["withdrawal", "withdraw", "debit", "out", "-", "payment"].includes(tRaw)) type = "withdrawal";
+            if (!type && dep > 0) { type = "deposit"; amount = dep; }
+            else if (!type && wdr > 0) { type = "withdrawal"; amount = wdr; }
+            if (!type && amount < 0) { type = "withdrawal"; amount = Math.abs(amount); }
+            if (!type && amount > 0) type = "deposit";
+            if (!type || !amount || amount <= 0) { skipped++; continue; }
+
+            // Date
+            let date = row.date || new Date().toISOString().slice(0, 10);
+            // Try Date parsing if not YYYY-MM-DD
+            if (!/^\d{4}-\d{2}-\d{2}$/.test(date)) {
+              const d = new Date(date);
+              if (!isNaN(d.getTime())) date = d.toISOString().slice(0, 10);
+            }
+
+            // Optional case
+            let case_id: string | null = defaultCaseId;
+            if (row.case) {
+              const k = row.case.toLowerCase().trim();
+              case_id = caseByNum.get(k) ?? caseByTitle.get(k) ?? case_id;
+            }
+
+            rows.push({
+              client_id: clientId,
+              case_id,
+              entry_date: date,
+              entry_type: type,
+              amount: Math.abs(amount),
+              note: row.note || null,
+              created_by: userId,
+            });
+          }
+
+          if (rows.length === 0) {
+            toast.error("No valid rows found in CSV");
+            return;
+          }
+
+          // Insert in chunks
+          const CHUNK = 200;
+          let inserted = 0;
+          for (let i = 0; i < rows.length; i += CHUNK) {
+            const chunk = rows.slice(i, i + CHUNK);
+            const { error } = await supabase.from("trust_ledger_entries").insert(chunk as any);
+            if (error) {
+              toast.error(`Import failed: ${error.message}`);
+              return;
+            }
+            inserted += chunk.length;
+          }
+          toast.success(`Imported ${inserted} entr${inserted === 1 ? "y" : "ies"}${skipped ? `, skipped ${skipped}` : ""}`);
+          onImported();
+        } finally {
+          setBusy(false);
+        }
+      },
+      error: (err) => {
+        toast.error(`CSV parse error: ${err.message}`);
+        setBusy(false);
+      },
+    });
+  };
+
+  return (
+    <Button asChild size="sm" variant="outline" disabled={busy} title="Import trust ledger from CSV (columns: Date, Type, Amount, Note, optional Case; or Debit/Credit)">
+      <label className="cursor-pointer">
+        {busy ? <Loader2 className="h-3.5 w-3.5 mr-1 animate-spin" /> : <Upload className="h-3.5 w-3.5 mr-1" />}
+        Import CSV
+        <input
+          type="file"
+          accept=".csv,text/csv"
+          className="hidden"
+          onChange={(e) => {
+            const f = e.target.files?.[0];
+            e.target.value = "";
+            if (f) onPick(f);
+          }}
+        />
+      </label>
+    </Button>
+  );
+}