Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
2026-05-01 14:43:13 +00:00
parent 986350319b
commit 80ea414e92
1 changed files with 67 additions and 0 deletions
@@ -692,6 +692,73 @@ const IMPORTERS: ImporterConfig[] = [
      return r;
    },
  },
+  // Trust ledger
+  {
+    key: "trust_ledger",
+    label: "Trust ledger → Trust accounting",
+    description:
+      "Trust account deposits and withdrawals. Expected columns: Date, Client, Type (deposit/withdrawal), Amount, Note, optional Case (case number or title), optional ExternalId, optional Debit/Credit (use instead of Type+Amount). Archived clients are accepted. Rows that don't match a client are SKIPPED.",
+    table: "trust_ledger_entries",
+    conflict: "external_id",
+    required: ["client_id", "entry_type", "amount"],
+    aliases: {
+      id: "external_id", externalid: "external_id", trustid: "external_id",
+      clientid: "_clientext", clientexternalid: "_clientext",
+      client: "_clientname", clientname: "_clientname", hoa: "_clientname", association: "_clientname",
+      caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+      casename: "_casename", casetitle: "_casename", matter: "_casename", mattername: "_casename",
+      type: "_type", entrytype: "_type", txtype: "_type", transactiontype: "_type",
+      amount: "_amount", total: "_amount",
+      deposit: "_deposit", credit: "_deposit",
+      withdrawal: "_withdrawal", debit: "_withdrawal", payment: "_withdrawal",
+      date: "entry_date", entrydate: "entry_date", txdate: "entry_date",
+      note: "note", notes: "note", memo: "note", description: "note",
+    },
+    numeric: ["_amount", "_deposit", "_withdrawal"],
+    dateCols: ["entry_date"],
+    transform: (r, ctx) => {
+      // Resolve client (allow archived)
+      const cidExt = r._clientext ? ctx.clientByExt.get(String(r._clientext)) : null;
+      const cidName = r._clientname
+        ? ctx.clientByName.get(String(r._clientname).toLowerCase().trim())
+        : null;
+      r.client_id = cidExt ?? cidName ?? null;
+      delete r._clientext; delete r._clientname;
+      if (!r.client_id) return null;
+
+      // Resolve case (optional, archived ok — use full caseByTitle/Number maps)
+      r.case_id =
+        (r._caseext && ctx.caseByExt.get(String(r._caseext))) ||
+        (r._casenum && ctx.caseByNumber.get(String(r._casenum))) ||
+        (r._casename && ctx.caseByTitle.get(String(r._casename).toLowerCase().trim())) ||
+        null;
+      delete r._caseext; delete r._casenum; delete r._casename;
+
+      // Resolve type + amount. Support Type+Amount or separate Debit/Credit columns.
+      const dep = Number(r._deposit) || 0;
+      const wdr = Number(r._withdrawal) || 0;
+      let amount = Number(r._amount) || 0;
+      let type: string | null = null;
+      if (r._type) {
+        const t = String(r._type).toLowerCase().trim();
+        if (["deposit", "credit", "in", "+"].includes(t)) type = "deposit";
+        else if (["withdrawal", "withdraw", "debit", "out", "-", "payment"].includes(t)) type = "withdrawal";
+      }
+      if (!type && dep > 0) { type = "deposit"; amount = dep; }
+      else if (!type && wdr > 0) { type = "withdrawal"; amount = wdr; }
+      // Negative amount → withdrawal
+      if (!type && amount < 0) { type = "withdrawal"; amount = Math.abs(amount); }
+      if (!type && amount > 0) { type = "deposit"; }
+      delete r._type; delete r._amount; delete r._deposit; delete r._withdrawal;
+
+      if (!type || !amount || amount <= 0) return null;
+      r.entry_type = type;
+      r.amount = Math.abs(amount);
+      if (!r.entry_date) r.entry_date = new Date().toISOString().slice(0, 10);
+      r.created_by = ctx.userId;
+      return r;
+    },
+  },
 ];

 interface ImportResult {