Added archived client/case flow

X-Lovable-Edit-ID: edt-341a08df-6c8c-46cf-8a7b-341ab42798dd
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/routes/settings.import.tsx

@@ -552,7 +552,7 @@ const IMPORTERS: ImporterConfig[] = [
   {
     key: "invoices",
     label: "Invoices → Invoices",
-    description: "Invoice headers (line items not imported).",
+    description: "Invoice headers (line items not imported). If the client isn't recognized, an archived client is auto-created. If the case isn't recognized, an archived placeholder case is auto-created so the reference is preserved.",
     table: "invoices",
     conflict: "external_id",
     required: ["invoice_number", "client_id"],
@@ -573,8 +573,8 @@ const IMPORTERS: ImporterConfig[] = [
     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;
+      // Keep hints — async pre-insert step will auto-create an archived client
+      // (and archived case) when no match is found.
       const s = String(r.status ?? "").toLowerCase();
       r.status = ["draft", "sent", "paid", "overdue", "void"].includes(s) ? s : "draft";
       return r;
@@ -890,13 +890,19 @@ function ImportPage() {
         }
       }
 
-      // required check (defer case_id for time/expense — async step may create one)
+      // required check (defer case_id for time/expense — async step may create one;
+      // defer client_id for invoices — async step may auto-create an archived client)
       const deferCaseId =
         (cfg.table === "time_entries" || cfg.table === "expenses") &&
         !transformed.case_id &&
         (transformed._caseext || transformed._casenum || transformed._casename);
+      const deferClientId =
+        cfg.table === "invoices" &&
+        !transformed.client_id &&
+        (transformed._clientext || transformed._clientname);
       const missing = cfg.required.find((k) => {
         if (k === "case_id" && deferCaseId) return false;
+        if (k === "client_id" && deferClientId) return false;
         return !transformed[k] && transformed[k] !== 0;
       });
       if (missing) { bumpSkip(`missing required: ${missing}`); continue; }
@@ -1079,6 +1085,101 @@ function ImportPage() {
       mapped.push(...resolved);
     }
 
+    // Async pre-insert for invoices: if the row references an unknown client,
+    // auto-create an archived client from the row hints. If it also references
+    // an unknown case, auto-create an archived case under that client so the
+    // case is recorded (but clearly archived) rather than silently dropped.
+    if (cfg.table === "invoices") {
+      const ensureArchivedClient = async (name: string, extId?: string | null): Promise<string | null> => {
+        const key = name.toLowerCase().trim();
+        const existing = (extId && ctx.clientByExt.get(String(extId))) || ctx.clientByName.get(key);
+        if (existing) return existing;
+        const { data, error } = await supabase
+          .from("clients")
+          .insert({
+            name,
+            external_id: extId || null,
+            client_type: "hoa",
+            archived_at: new Date().toISOString(),
+            notes: "Auto-created from invoice import (no matching client).",
+            created_by: user.id,
+          } as any)
+          .select("id")
+          .single();
+        if (error || !data) {
+          errors.push(`Auto-create client "${name}": ${error?.message ?? "unknown"}`);
+          return null;
+        }
+        ctx.clientByName.set(key, data.id);
+        if (extId) ctx.clientByExt.set(String(extId), data.id);
+        return data.id;
+      };
+      const ensureArchivedCase = async (
+        clientId: string,
+        title: string,
+        caseNumber: string,
+        extId?: string | null,
+      ): Promise<string | null> => {
+        const existing =
+          (extId && ctx.caseByExt.get(String(extId))) ||
+          ctx.caseByNumber.get(caseNumber) ||
+          ctx.caseByTitle.get(title.toLowerCase().trim());
+        if (existing) return existing;
+        const { data, error } = await supabase
+          .from("cases")
+          .insert({
+            client_id: clientId,
+            case_number: caseNumber,
+            title,
+            external_id: extId || null,
+            status: "closed",
+            archived_at: new Date().toISOString(),
+            description: "Auto-created from invoice import (no matching case).",
+            created_by: user.id,
+          } as any)
+          .select("id")
+          .single();
+        if (error || !data) {
+          errors.push(`Auto-create case "${title}": ${error?.message ?? "unknown"}`);
+          return null;
+        }
+        ctx.caseByNumber.set(caseNumber, data.id);
+        ctx.caseByTitle.set(title.toLowerCase().trim(), data.id);
+        if (extId) ctx.caseByExt.set(String(extId), data.id);
+        return data.id;
+      };
+
+      const resolved: Row[] = [];
+      for (const row of mapped) {
+        let clientId: string | null = (row.client_id as string | null) ?? null;
+        if (!clientId) {
+          const cExt = row._clientext ? String(row._clientext).trim() : null;
+          const cName = row._clientname ? String(row._clientname).trim() : null;
+          const nameGuess = cName || cExt || "Imported (no client)";
+          clientId = await ensureArchivedClient(nameGuess, cExt);
+          if (!clientId) { bumpSkip("auto-create client failed"); continue; }
+        }
+        row.client_id = clientId;
+
+        // If the invoice mentions a case but we don't have it, create an
+        // archived placeholder case so the reference is preserved.
+        let caseId: string | null = (row.case_id as string | null) ?? null;
+        const caseExt = row._caseext ? String(row._caseext).trim() : null;
+        const caseNum = row._casenum ? String(row._casenum).trim() : null;
+        if (!caseId && (caseExt || caseNum)) {
+          const titleGuess = caseNum || caseExt || "Imported case";
+          const numberGuess = caseNum || caseExt || `IMPORTED-${Date.now()}-${Math.floor(Math.random() * 10000)}`;
+          caseId = await ensureArchivedCase(clientId, titleGuess, numberGuess, caseExt);
+        }
+        if (caseId) row.case_id = caseId;
+
+        // Clean hint columns
+        delete row._clientext; delete row._clientname; delete row._caseext; delete row._casenum;
+        resolved.push(row);
+      }
+      mapped.length = 0;
+      mapped.push(...resolved);
+    }
     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."], skipReasons } }));
       return;