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Updated Status Updates importer

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X-Lovable-Edit-ID: edt-a6fdf54b-326b-4917-9430-179e6acad53f
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
2026-04-20 00:07:35 +00:00
co-authored by renee-png
parent ec5899f514 f5b5d0d6f8
commit 7a6857e95e
1 changed files with 26 additions and 7 deletions
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src/routes/settings.import.tsx
+26 -7
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@@ -56,6 +56,8 @@ interface ImportCtx {
clientByName: Map<string, string>;
caseByNumber: Map<string, string>;
caseByTitle: Map<string, string>;
// Composite key "client_name||case_title" (both lowercased/trimmed) → case uuid
caseByClientAndTitle: Map<string, string>;
userByName: Map<string, string>;
userByEmail: Map<string, string>;
// Set of case ids considered "active" (not closed, not archived)
@@ -663,7 +665,8 @@ const IMPORTERS: ImporterConfig[] = [
{
key: "status_updates",
label: "Status updates → Status",
description: "Case status reports.",
description:
"Case status reports. Match cases by title + client name (recommended), or by case number / external id.",
table: "status_updates",
conflict: "external_id",
required: ["title", "body", "case_id"],
@@ -673,14 +676,18 @@ const IMPORTERS: ImporterConfig[] = [
body: "body", content: "body", notes: "body", description: "body",
caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
casename: "_casename", casetitle: "_casename", matter: "_casename", mattername: "_casename",
clientname: "_clientname", client: "_clientname", hoa: "_clientname", association: "_clientname",
},
transform: (r, ctx) => {
const titleKey = r._casename ? String(r._casename).toLowerCase().trim() : "";
const clientKey = r._clientname ? String(r._clientname).toLowerCase().trim() : "";
r.case_id =
(r._caseext && ctx.caseByExt.get(String(r._caseext))) ||
(titleKey && clientKey && ctx.caseByClientAndTitle.get(`${clientKey}||${titleKey}`)) ||
(r._casenum && ctx.caseByNumber.get(String(r._casenum))) ||
(r._casename && ctx.caseByTitle.get(String(r._casename).toLowerCase().trim())) ||
(titleKey && ctx.caseByTitle.get(titleKey)) ||
null;
delete r._caseext; delete r._casenum; delete r._casename;
delete r._caseext; delete r._casenum; delete r._casename; delete r._clientname;
if (!r.case_id || !r.body) return null;
return r;
},
@@ -722,6 +729,7 @@ function ImportPage() {
clientByName: new Map(),
caseByNumber: new Map(),
caseByTitle: new Map(),
caseByClientAndTitle: new Map(),
userByName: new Map(),
userByEmail: new Map(),
activeCaseIds: new Set(),
@@ -798,16 +806,27 @@ function ImportPage() {
ctx.caseByExt.clear();
ctx.caseByNumber.clear();
ctx.caseByTitle.clear();
ctx.caseByClientAndTitle.clear();
ctx.activeCaseIds.clear();
const cases = await fetchAllPaginated<{ id: string; case_number: string | null; title: string | null; external_id: string | null; status: string | null; archived_at: string | null }>(
const cases = await fetchAllPaginated<{ id: string; case_number: string | null; title: string | null; external_id: string | null; status: string | null; archived_at: string | null; client_id: string | null }>(
"cases",
"id, case_number, title, external_id, status, archived_at",
"id, case_number, title, external_id, status, archived_at, client_id",
);
// Build id → client_name lookup from already-loaded clients
const clientNameById = new Map<string, string>();
for (const [name, id] of ctx.clientByName.entries()) clientNameById.set(id, name);
const CLOSED_STATUSES = new Set(["closed", "closed_won", "closed_lost"]);
for (const r of cases) {
if (r.external_id) ctx.caseByExt.set(r.external_id, r.id);
if (r.case_number) ctx.caseByNumber.set(r.case_number, r.id);
if (r.title) ctx.caseByTitle.set(r.title.toLowerCase().trim(), r.id);
if (r.title) {
const titleKey = r.title.toLowerCase().trim();
ctx.caseByTitle.set(titleKey, r.id);
if (r.client_id) {
const cname = clientNameById.get(r.client_id);
if (cname) ctx.caseByClientAndTitle.set(`${cname}||${titleKey}`, r.id);
}
}
if (!r.archived_at && !CLOSED_STATUSES.has(String(r.status ?? "").toLowerCase())) {
ctx.activeCaseIds.add(r.id);
}
@@ -819,7 +838,7 @@ function ImportPage() {
if (p.full_name) ctx.userByName.set(p.full_name.toLowerCase().trim(), p.id);
if (p.email) ctx.userByEmail.set(p.email.toLowerCase().trim(), p.id);
}
console.info(`[import] lookups loaded: clients=${ctx.clientByExt.size}/${ctx.clientByName.size} cases=${ctx.caseByExt.size}/${ctx.caseByNumber.size}/${ctx.caseByTitle.size} users=${ctx.userByName.size}`);
console.info(`[import] lookups loaded: clients=${ctx.clientByExt.size}/${ctx.clientByName.size} cases=${ctx.caseByExt.size}/${ctx.caseByNumber.size}/${ctx.caseByTitle.size}/${ctx.caseByClientAndTitle.size} users=${ctx.userByName.size}`);
};
const handleFile = async (cfg: ImporterConfig, source: File | string) => {