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