Fixed import client mapping

X-Lovable-Edit-ID: edt-d3c0084f-decb-46dd-a394-51312da075ad
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
2026-04-19 22:29:07 +00:00
co-authored by renee-png
+61 -5
View File
@@ -1206,24 +1206,56 @@ function ImportPage() {
return data.id;
};
// Pre-load existing invoices by number so we can defer client resolution
// when the invoice already exists with a real client_id (don't clobber
// it with a placeholder).
const invNumbers = mapped.map((r) => String(r.invoice_number ?? "")).filter(Boolean);
const existingInvClient = new Map<string, string>(); // invoice_number -> client_id
for (let k = 0; k < invNumbers.length; k += 500) {
const slice = invNumbers.slice(k, k + 500);
const { data } = await supabase
.from("invoices")
.select("invoice_number, client_id")
.in("invoice_number", slice);
for (const row of (data ?? []) as { invoice_number: string; client_id: string }[]) {
if (row.client_id) existingInvClient.set(row.invoice_number, row.client_id);
}
}
const resolved: Row[] = [];
for (const row of mapped) {
let clientId: string | null = (row.client_id as string | null) ?? null;
if (!clientId) {
const cExt = row._clientext ? String(row._clientext).trim() : null;
const cName = row._clientname ? String(row._clientname).trim() : null;
const nameGuess = cName || cExt || "Imported (no client)";
clientId = await ensureArchivedClient(nameGuess, cExt);
if (!clientId) { bumpSkip("auto-create client failed"); continue; }
// If this invoice already exists with a real client, inherit it
// instead of falling back to a placeholder — prevents wiping good
// client links during a re-import of the invoices CSV.
const invNum = row.invoice_number ? String(row.invoice_number) : "";
const existingClient = invNum ? existingInvClient.get(invNum) : null;
if (existingClient) {
clientId = existingClient;
} else if (cName || cExt) {
// Only auto-create a placeholder when the CSV actually had a
// client hint we couldn't resolve. Pure-blank rows are left
// unset so the merge step skips client_id entirely.
const nameGuess = cName || cExt!;
clientId = await ensureArchivedClient(nameGuess, cExt);
if (!clientId) { bumpSkip("auto-create client failed"); continue; }
} else {
// No client info at all — leave client_id unset. The merge step
// will skip it (preserving any existing value); inserts will
// route through the catch-all placeholder below.
}
}
row.client_id = clientId;
if (clientId) row.client_id = clientId;
// If the invoice mentions a case but we don't have it, create an
// archived placeholder case so the reference is preserved.
let caseId: string | null = (row.case_id as string | null) ?? null;
const caseExt = row._caseext ? String(row._caseext).trim() : null;
const caseNum = row._casenum ? String(row._casenum).trim() : null;
if (!caseId && (caseExt || caseNum)) {
if (!caseId && clientId && (caseExt || caseNum)) {
const titleGuess = caseNum || caseExt || "Imported case";
const numberGuess = caseNum || caseExt || `IMPORTED-${Date.now()}-${Math.floor(Math.random() * 10000)}`;
caseId = await ensureArchivedCase(clientId, titleGuess, numberGuess, caseExt);
@@ -1340,6 +1372,30 @@ function ImportPage() {
}
}
// Inserts must have a non-null client_id; fall back to placeholder
// ONLY for genuinely new invoices that never matched anything.
const insertsNeedingClient = toInsertInv.filter((r) => !r.client_id);
if (insertsNeedingClient.length > 0) {
const { data: ph } = await supabase
.from("clients")
.upsert(
{
name: "Imported (no client)",
external_id: "imported-no-client",
client_type: "hoa",
archived_at: new Date().toISOString(),
notes: "Auto-created from invoice import (no matching client).",
created_by: user.id,
} as any,
{ onConflict: "external_id" },
)
.select("id")
.single();
const placeholderClient = (ph?.id as string | undefined) ?? null;
if (placeholderClient) {
for (const r of insertsNeedingClient) r.client_id = placeholderClient;
}
}
for (let k = 0; k < toInsertInv.length; k += chunkSize) {
const slice = toInsertInv.slice(k, k + chunkSize);
const { data, error } = await supabase.from("invoices").insert(slice as any).select("*");