Added archive route & sidebar

X-Lovable-Edit-ID: edt-31833c1c-8606-4eb7-a6f6-08ee3c41a947
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/components/app-shell.tsx

@@ -22,6 +22,7 @@ import {
   User as UserIcon,
   Inbox as InboxIcon,
   CreditCard,
+  Archive as ArchiveIcon,
 } from "lucide-react";
 import { cn } from "@/lib/utils";
 import type { ReactNode } from "react";
@@ -43,6 +44,7 @@ const NAV: NavItem[] = (() => {
   const dashboard: NavItem = { to: "/", label: "Dashboard", icon: LayoutDashboard };
   const rest: NavItem[] = [
     { to: "/admin/users", label: "Users", icon: ShieldCheck, adminOnly: true },
+    { to: "/archive", label: "Archive", icon: ArchiveIcon },
     { to: "/calendar", label: "Calendar", icon: CalendarIcon },
     { to: "/cases", label: "Cases", icon: Briefcase },
     { to: "/clients", label: "Clients", icon: Users },

src/integrations/supabase/types.ts

@@ -14,6 +14,80 @@ export type Database = {
   }
   public: {
     Tables: {
+      archive_categories: {
+        Row: {
+          active: boolean
+          created_at: string
+          created_by: string | null
+          id: string
+          key: string
+          label: string
+          sort_order: number
+          updated_at: string
+        }
+        Insert: {
+          active?: boolean
+          created_at?: string
+          created_by?: string | null
+          id?: string
+          key: string
+          label: string
+          sort_order?: number
+          updated_at?: string
+        }
+        Update: {
+          active?: boolean
+          created_at?: string
+          created_by?: string | null
+          id?: string
+          key?: string
+          label?: string
+          sort_order?: number
+          updated_at?: string
+        }
+        Relationships: []
+      }
+      archive_records: {
+        Row: {
+          batch_id: string | null
+          category_id: string
+          created_at: string
+          created_by: string | null
+          data: Json
+          id: string
+          row_index: number | null
+          source_filename: string | null
+        }
+        Insert: {
+          batch_id?: string | null
+          category_id: string
+          created_at?: string
+          created_by?: string | null
+          data?: Json
+          id?: string
+          row_index?: number | null
+          source_filename?: string | null
+        }
+        Update: {
+          batch_id?: string | null
+          category_id?: string
+          created_at?: string
+          created_by?: string | null
+          data?: Json
+          id?: string
+          row_index?: number | null
+          source_filename?: string | null
+        }
+        Relationships: [
+          {
+            foreignKeyName: "archive_records_category_id_fkey"
+            columns: ["category_id"]
+            isOneToOne: false
+            referencedRelation: "archive_categories"
+            referencedColumns: ["id"]
+          },
+        ]
+      }
       call_logs: {
         Row: {
           billable: boolean

src/routeTree.gen.ts

@@ -28,6 +28,7 @@ import { Route as CollectionsIndexRouteImport } from './routes/collections.index
 import { Route as ClientsIndexRouteImport } from './routes/clients.index'
 import { Route as CasesIndexRouteImport } from './routes/cases.index'
 import { Route as CalendarIndexRouteImport } from './routes/calendar.index'
+import { Route as ArchiveIndexRouteImport } from './routes/archive.index'
 import { Route as SettingsWorkflowsRouteImport } from './routes/settings.workflows'
 import { Route as SettingsWorkflowRouteImport } from './routes/settings.workflow'
 import { Route as SettingsSmtpRouteImport } from './routes/settings.smtp'
@@ -150,6 +151,11 @@ const CalendarIndexRoute = CalendarIndexRouteImport.update({
   path: '/calendar/',
   getParentRoute: () => rootRouteImport,
 } as any)
+const ArchiveIndexRoute = ArchiveIndexRouteImport.update({
+  id: '/archive/',
+  path: '/archive/',
+  getParentRoute: () => rootRouteImport,
+} as any)
 const SettingsWorkflowsRoute = SettingsWorkflowsRouteImport.update({
   id: '/workflows',
   path: '/workflows',
@@ -308,6 +314,7 @@ export interface FileRoutesByFullPath {
   '/settings/smtp': typeof SettingsSmtpRoute
   '/settings/workflow': typeof SettingsWorkflowRoute
   '/settings/workflows': typeof SettingsWorkflowsRoute
+  '/archive/': typeof ArchiveIndexRoute
   '/calendar/': typeof CalendarIndexRoute
   '/cases/': typeof CasesIndexRoute
   '/clients/': typeof ClientsIndexRoute
@@ -354,6 +361,7 @@ export interface FileRoutesByTo {
   '/settings/smtp': typeof SettingsSmtpRoute
   '/settings/workflow': typeof SettingsWorkflowRoute
   '/settings/workflows': typeof SettingsWorkflowsRoute
+  '/archive': typeof ArchiveIndexRoute
   '/calendar': typeof CalendarIndexRoute
   '/cases': typeof CasesIndexRoute
   '/clients': typeof ClientsIndexRoute
@@ -402,6 +410,7 @@ export interface FileRoutesById {
   '/settings/smtp': typeof SettingsSmtpRoute
   '/settings/workflow': typeof SettingsWorkflowRoute
   '/settings/workflows': typeof SettingsWorkflowsRoute
+  '/archive/': typeof ArchiveIndexRoute
   '/calendar/': typeof CalendarIndexRoute
   '/cases/': typeof CasesIndexRoute
   '/clients/': typeof ClientsIndexRoute
@@ -451,6 +460,7 @@ export interface FileRouteTypes {
     | '/settings/smtp'
     | '/settings/workflow'
     | '/settings/workflows'
+    | '/archive/'
     | '/calendar/'
     | '/cases/'
     | '/clients/'
@@ -497,6 +507,7 @@ export interface FileRouteTypes {
     | '/settings/smtp'
     | '/settings/workflow'
     | '/settings/workflows'
+    | '/archive'
     | '/calendar'
     | '/cases'
     | '/clients'
@@ -544,6 +555,7 @@ export interface FileRouteTypes {
     | '/settings/smtp'
     | '/settings/workflow'
     | '/settings/workflows'
+    | '/archive/'
     | '/calendar/'
     | '/cases/'
     | '/clients/'
@@ -582,6 +594,7 @@ export interface RootRouteChildren {
   InvoicesInvoiceIdRoute: typeof InvoicesInvoiceIdRoute
   InvoicesNewRoute: typeof InvoicesNewRouteWithChildren
   PayIdRoute: typeof PayIdRoute
+  ArchiveIndexRoute: typeof ArchiveIndexRoute
   CalendarIndexRoute: typeof CalendarIndexRoute
   CasesIndexRoute: typeof CasesIndexRoute
   ClientsIndexRoute: typeof ClientsIndexRoute
@@ -737,6 +750,13 @@ declare module '@tanstack/react-router' {
       preLoaderRoute: typeof CalendarIndexRouteImport
       parentRoute: typeof rootRouteImport
     }
+    '/archive/': {
+      id: '/archive/'
+      path: '/archive'
+      fullPath: '/archive/'
+      preLoaderRoute: typeof ArchiveIndexRouteImport
+      parentRoute: typeof rootRouteImport
+    }
     '/settings/workflows': {
       id: '/settings/workflows'
       path: '/workflows'
@@ -982,6 +1002,7 @@ const rootRouteChildren: RootRouteChildren = {
   InvoicesInvoiceIdRoute: InvoicesInvoiceIdRoute,
   InvoicesNewRoute: InvoicesNewRouteWithChildren,
   PayIdRoute: PayIdRoute,
+  ArchiveIndexRoute: ArchiveIndexRoute,
   CalendarIndexRoute: CalendarIndexRoute,
   CasesIndexRoute: CasesIndexRoute,
   ClientsIndexRoute: ClientsIndexRoute,

src/routes/archive.index.tsx

@@ -0,0 +1,539 @@
+import { createFileRoute } from "@tanstack/react-router";
+import { useEffect, useMemo, useRef, useState } from "react";
+import Papa from "papaparse";
+import { ProtectedLayout } from "@/components/protected-layout";
+import { PageContainer, PageHeader } from "@/components/app-shell";
+import { Card, CardContent } from "@/components/ui/card";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import { Badge } from "@/components/ui/badge";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+  DialogDescription,
+} from "@/components/ui/dialog";
+import { supabase } from "@/integrations/supabase/client";
+import { useAuth } from "@/lib/auth";
+import { toast } from "sonner";
+import { Archive as ArchiveIcon, Plus, Upload, Trash2, FileSpreadsheet } from "lucide-react";
+import { formatDateTime } from "@/lib/format";
+
+export const Route = createFileRoute("/archive/")({
+  component: () => (
+    <ProtectedLayout>
+      <ArchivePage />
+    </ProtectedLayout>
+  ),
+});
+
+interface Category {
+  id: string;
+  key: string;
+  label: string;
+  sort_order: number;
+  active: boolean;
+}
+
+interface ArchiveRow {
+  id: string;
+  category_id: string;
+  data: Record<string, unknown>;
+  source_filename: string | null;
+  batch_id: string | null;
+  row_index: number | null;
+  created_at: string;
+}
+
+function ArchivePage() {
+  const { isAdmin } = useAuth();
+  const [categories, setCategories] = useState<Category[]>([]);
+  const [activeId, setActiveId] = useState<string>("");
+  const [rows, setRows] = useState<ArchiveRow[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [search, setSearch] = useState("");
+  const [uploadOpen, setUploadOpen] = useState(false);
+  const [newCatOpen, setNewCatOpen] = useState(false);
+
+  const loadCategories = async () => {
+    const { data, error } = await supabase
+      .from("archive_categories")
+      .select("*")
+      .eq("active", true)
+      .order("sort_order");
+    if (error) {
+      toast.error(error.message);
+      return;
+    }
+    setCategories(data ?? []);
+    if (!activeId && data && data.length > 0) {
+      setActiveId(data[0].id);
+    }
+  };
+
+  const loadRows = async (categoryId: string) => {
+    if (!categoryId) return;
+    setLoading(true);
+    const { data, error } = await supabase
+      .from("archive_records")
+      .select("*")
+      .eq("category_id", categoryId)
+      .order("created_at", { ascending: false })
+      .limit(1000);
+    if (error) {
+      toast.error(error.message);
+      setLoading(false);
+      return;
+    }
+    setRows((data ?? []) as ArchiveRow[]);
+    setLoading(false);
+  };
+
+  useEffect(() => {
+    loadCategories();
+  }, []);
+
+  useEffect(() => {
+    if (activeId) loadRows(activeId);
+  }, [activeId]);
+
+  const activeCategory = categories.find((c) => c.id === activeId);
+
+  // Compute the union of all keys across rows for table headers
+  const columns = useMemo(() => {
+    const set = new Set<string>();
+    for (const r of rows) {
+      if (r.data && typeof r.data === "object") {
+        for (const k of Object.keys(r.data)) set.add(k);
+      }
+    }
+    return Array.from(set);
+  }, [rows]);
+
+  const filteredRows = useMemo(() => {
+    if (!search.trim()) return rows;
+    const s = search.toLowerCase();
+    return rows.filter((r) => JSON.stringify(r.data).toLowerCase().includes(s));
+  }, [rows, search]);
+
+  const deleteRow = async (id: string) => {
+    if (!confirm("Delete this record?")) return;
+    const { error } = await supabase.from("archive_records").delete().eq("id", id);
+    if (error) {
+      toast.error(error.message);
+      return;
+    }
+    setRows((prev) => prev.filter((r) => r.id !== id));
+    toast.success("Record deleted");
+  };
+
+  const deleteAllInCategory = async () => {
+    if (!activeCategory) return;
+    if (!confirm(`Delete ALL ${rows.length} records in "${activeCategory.label}"? This cannot be undone.`)) return;
+    const { error } = await supabase.from("archive_records").delete().eq("category_id", activeCategory.id);
+    if (error) {
+      toast.error(error.message);
+      return;
+    }
+    setRows([]);
+    toast.success("All records deleted");
+  };
+
+  return (
+    <PageContainer>
+      <PageHeader
+        title="Archive"
+        description="Historical records uploaded from CSV. Read-only reference data."
+        actions={
+          isAdmin ? (
+            <>
+              <Button variant="outline" onClick={() => setNewCatOpen(true)}>
+                <Plus className="h-4 w-4 mr-2" /> New tab
+              </Button>
+              <Button onClick={() => setUploadOpen(true)} disabled={!activeCategory}>
+                <Upload className="h-4 w-4 mr-2" /> Upload CSV
+              </Button>
+            </>
+          ) : null
+        }
+      />
+
+      {/* Tabs */}
+      <div className="flex gap-1 border-b border-border mb-4 overflow-x-auto">
+        {categories.map((cat) => {
+          const isActive = cat.id === activeId;
+          return (
+            <button
+              key={cat.id}
+              onClick={() => setActiveId(cat.id)}
+              className={
+                "px-4 py-2 text-sm font-medium whitespace-nowrap border-b-2 transition-colors " +
+                (isActive
+                  ? "border-primary text-foreground"
+                  : "border-transparent text-muted-foreground hover:text-foreground")
+              }
+            >
+              {cat.label}
+            </button>
+          );
+        })}
+        {categories.length === 0 && (
+          <div className="px-4 py-2 text-sm text-muted-foreground">No categories yet.</div>
+        )}
+      </div>
+
+      {/* Toolbar */}
+      <Card className="border-border/60 mb-4">
+        <CardContent className="p-3 flex flex-col sm:flex-row gap-2 items-stretch sm:items-center">
+          <Input
+            placeholder="Search rows…"
+            value={search}
+            onChange={(e) => setSearch(e.target.value)}
+            className="flex-1"
+          />
+          <div className="text-xs text-muted-foreground whitespace-nowrap">
+            {filteredRows.length} of {rows.length} rows
+          </div>
+          {isAdmin && rows.length > 0 && (
+            <Button variant="outline" size="sm" onClick={deleteAllInCategory}>
+              <Trash2 className="h-4 w-4 mr-1" /> Clear tab
+            </Button>
+          )}
+        </CardContent>
+      </Card>
+
+      {/* Table */}
+      <Card className="border-border/60 overflow-hidden">
+        <CardContent className="p-0">
+          {loading ? (
+            <div className="text-center py-12 text-muted-foreground">Loading…</div>
+          ) : rows.length === 0 ? (
+            <div className="text-center py-12 text-muted-foreground">
+              <ArchiveIcon className="h-8 w-8 mx-auto mb-2 opacity-40" />
+              No records in this tab yet.
+              {isAdmin && activeCategory && (
+                <div className="mt-2 text-xs">Click "Upload CSV" to add records.</div>
+              )}
+            </div>
+          ) : (
+            <div className="overflow-x-auto max-w-full">
+              <table className="w-full text-xs">
+                <thead className="bg-muted/50 text-[10px] uppercase tracking-wider text-muted-foreground">
+                  <tr>
+                    {columns.map((c) => (
+                      <th key={c} className="text-left px-3 py-2 font-medium whitespace-nowrap">
+                        {c}
+                      </th>
+                    ))}
+                    <th className="text-right px-3 py-2 font-medium whitespace-nowrap">Imported</th>
+                    {isAdmin && <th className="px-3 py-2 w-10"></th>}
+                  </tr>
+                </thead>
+                <tbody>
+                  {filteredRows.map((r) => (
+                    <tr key={r.id} className="border-t hover:bg-muted/30">
+                      {columns.map((c) => (
+                        <td key={c} className="px-3 py-2 align-top max-w-xs truncate" title={String(r.data?.[c] ?? "")}>
+                          {String(r.data?.[c] ?? "")}
+                        </td>
+                      ))}
+                      <td className="px-3 py-2 text-right text-muted-foreground whitespace-nowrap">
+                        {formatDateTime(r.created_at)}
+                        {r.source_filename && (
+                          <div className="text-[10px] flex items-center justify-end gap-1 mt-0.5">
+                            <FileSpreadsheet className="h-3 w-3" />
+                            {r.source_filename}
+                          </div>
+                        )}
+                      </td>
+                      {isAdmin && (
+                        <td className="px-3 py-2 text-right">
+                          <Button
+                            size="sm"
+                            variant="ghost"
+                            onClick={() => deleteRow(r.id)}
+                            title="Delete row"
+                            className="text-destructive hover:text-destructive h-7 w-7 p-0"
+                          >
+                            <Trash2 className="h-3.5 w-3.5" />
+                          </Button>
+                        </td>
+                      )}
+                    </tr>
+                  ))}
+                </tbody>
+              </table>
+            </div>
+          )}
+        </CardContent>
+      </Card>
+
+      {activeCategory && (
+        <UploadDialog
+          open={uploadOpen}
+          onOpenChange={setUploadOpen}
+          category={activeCategory}
+          onDone={() => {
+            setUploadOpen(false);
+            loadRows(activeCategory.id);
+          }}
+        />
+      )}
+
+      <NewCategoryDialog
+        open={newCatOpen}
+        onOpenChange={setNewCatOpen}
+        existingKeys={categories.map((c) => c.key)}
+        onCreated={(id) => {
+          setNewCatOpen(false);
+          loadCategories().then(() => setActiveId(id));
+        }}
+      />
+    </PageContainer>
+  );
+}
+
+function NewCategoryDialog({
+  open,
+  onOpenChange,
+  existingKeys,
+  onCreated,
+}: {
+  open: boolean;
+  onOpenChange: (v: boolean) => void;
+  existingKeys: string[];
+  onCreated: (id: string) => void;
+}) {
+  const [label, setLabel] = useState("");
+  const [submitting, setSubmitting] = useState(false);
+
+  const submit = async () => {
+    const trimmed = label.trim();
+    if (!trimmed) {
+      toast.error("Name required");
+      return;
+    }
+    let key = trimmed.toLowerCase().replace(/[^a-z0-9]+/g, "_").replace(/^_+|_+$/g, "");
+    if (!key) key = `tab_${Date.now()}`;
+    let suffix = 1;
+    let finalKey = key;
+    while (existingKeys.includes(finalKey)) {
+      suffix += 1;
+      finalKey = `${key}_${suffix}`;
+    }
+    setSubmitting(true);
+    const { data, error } = await supabase
+      .from("archive_categories")
+      .insert({ key: finalKey, label: trimmed, sort_order: 1000 })
+      .select("id")
+      .single();
+    setSubmitting(false);
+    if (error) {
+      toast.error(error.message);
+      return;
+    }
+    setLabel("");
+    toast.success("Tab created");
+    onCreated(data.id);
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>New archive tab</DialogTitle>
+          <DialogDescription>Create a new category for archived records.</DialogDescription>
+        </DialogHeader>
+        <div>
+          <Label className="text-xs">Tab name</Label>
+          <Input
+            value={label}
+            onChange={(e) => setLabel(e.target.value)}
+            placeholder="e.g. Closed Files"
+            autoFocus
+          />
+        </div>
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
+          <Button onClick={submit} disabled={submitting}>
+            {submitting ? "Creating…" : "Create"}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function UploadDialog({
+  open,
+  onOpenChange,
+  category,
+  onDone,
+}: {
+  open: boolean;
+  onOpenChange: (v: boolean) => void;
+  category: Category;
+  onDone: () => void;
+}) {
+  const [file, setFile] = useState<File | null>(null);
+  const [preview, setPreview] = useState<Record<string, string>[]>([]);
+  const [parsing, setParsing] = useState(false);
+  const [uploading, setUploading] = useState(false);
+  const [progress, setProgress] = useState<{ done: number; total: number } | null>(null);
+  const inputRef = useRef<HTMLInputElement>(null);
+
+  const reset = () => {
+    setFile(null);
+    setPreview([]);
+    setProgress(null);
+    if (inputRef.current) inputRef.current.value = "";
+  };
+
+  useEffect(() => {
+    if (!open) reset();
+  }, [open]);
+
+  const onPick = async (f: File) => {
+    setFile(f);
+    setParsing(true);
+    Papa.parse<Record<string, string>>(f, {
+      header: true,
+      skipEmptyLines: true,
+      preview: 5,
+      complete: (result) => {
+        setPreview(result.data ?? []);
+        setParsing(false);
+      },
+      error: (err) => {
+        toast.error(err.message);
+        setParsing(false);
+      },
+    });
+  };
+
+  const upload = async () => {
+    if (!file) return;
+    setUploading(true);
+    Papa.parse<Record<string, string>>(file, {
+      header: true,
+      skipEmptyLines: true,
+      complete: async (result) => {
+        const allRows = result.data ?? [];
+        const batchId = crypto.randomUUID();
+        const filename = file.name;
+        const total = allRows.length;
+        setProgress({ done: 0, total });
+        const chunkSize = 500;
+        let done = 0;
+        for (let i = 0; i < allRows.length; i += chunkSize) {
+          const chunk = allRows.slice(i, i + chunkSize).map((data, idx) => ({
+            category_id: category.id,
+            data,
+            source_filename: filename,
+            batch_id: batchId,
+            row_index: i + idx,
+          }));
+          const { error } = await supabase.from("archive_records").insert(chunk);
+          if (error) {
+            toast.error(`Upload failed at row ${i}: ${error.message}`);
+            setUploading(false);
+            return;
+          }
+          done += chunk.length;
+          setProgress({ done, total });
+        }
+        toast.success(`Uploaded ${total} rows to ${category.label}`);
+        setUploading(false);
+        onDone();
+      },
+      error: (err) => {
+        toast.error(err.message);
+        setUploading(false);
+      },
+    });
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-3xl">
+        <DialogHeader>
+          <DialogTitle>Upload CSV to {category.label}</DialogTitle>
+          <DialogDescription>
+            All columns from the CSV are stored as-is. No mapping required.
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="space-y-3">
+          <div>
+            <Label className="text-xs">CSV file</Label>
+            <Input
+              ref={inputRef}
+              type="file"
+              accept=".csv,text/csv"
+              onChange={(e) => {
+                const f = e.target.files?.[0];
+                if (f) onPick(f);
+              }}
+            />
+          </div>
+
+          {parsing && <div className="text-sm text-muted-foreground">Parsing preview…</div>}
+
+          {preview.length > 0 && (
+            <div>
+              <div className="text-xs text-muted-foreground mb-1">
+                Preview (first {preview.length} rows)
+              </div>
+              <div className="border rounded overflow-x-auto max-h-64">
+                <table className="w-full text-xs">
+                  <thead className="bg-muted/50 sticky top-0">
+                    <tr>
+                      {Object.keys(preview[0]).map((k) => (
+                        <th key={k} className="text-left px-2 py-1 font-medium whitespace-nowrap">
+                          {k}
+                        </th>
+                      ))}
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {preview.map((row, i) => (
+                      <tr key={i} className="border-t">
+                        {Object.keys(preview[0]).map((k) => (
+                          <td key={k} className="px-2 py-1 align-top max-w-[200px] truncate" title={row[k]}>
+                            {row[k]}
+                          </td>
+                        ))}
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+              </div>
+            </div>
+          )}
+
+          {progress && (
+            <div className="text-sm">
+              Uploading {progress.done.toLocaleString()} / {progress.total.toLocaleString()} rows…
+            </div>
+          )}
+        </div>
+
+        <DialogFooter>
+          <Button variant="outline" onClick={() => onOpenChange(false)} disabled={uploading}>
+            Cancel
+          </Button>
+          <Button onClick={upload} disabled={!file || uploading || parsing}>
+            {uploading ? "Uploading…" : "Upload"}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+void Badge;

supabase/migrations/20260419175450_b28101a7-eaf4-4b33-9555-3fe0f7810ad8.sql

@@ -0,0 +1,62 @@
+-- Categories: list of archive types (cases, time, expenses, plus user-added)
+CREATE TABLE public.archive_categories (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  key text NOT NULL UNIQUE,
+  label text NOT NULL,
+  sort_order integer NOT NULL DEFAULT 0,
+  active boolean NOT NULL DEFAULT true,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  updated_at timestamptz NOT NULL DEFAULT now(),
+  created_by uuid
+);
+
+ALTER TABLE public.archive_categories ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY "ac_select_auth" ON public.archive_categories
+  FOR SELECT TO authenticated USING (true);
+CREATE POLICY "ac_insert_admin" ON public.archive_categories
+  FOR INSERT TO authenticated WITH CHECK (public.is_admin(auth.uid()));
+CREATE POLICY "ac_update_admin" ON public.archive_categories
+  FOR UPDATE TO authenticated USING (public.is_admin(auth.uid()));
+CREATE POLICY "ac_delete_admin" ON public.archive_categories
+  FOR DELETE TO authenticated USING (public.is_admin(auth.uid()));
+
+CREATE TRIGGER trg_ac_updated BEFORE UPDATE ON public.archive_categories
+  FOR EACH ROW EXECUTE FUNCTION public.tg_set_updated_at();
+
+-- Records: one row per CSV row, columns preserved verbatim in `data` JSONB
+CREATE TABLE public.archive_records (
+  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  category_id uuid NOT NULL REFERENCES public.archive_categories(id) ON DELETE CASCADE,
+  data jsonb NOT NULL DEFAULT '{}'::jsonb,
+  source_filename text,
+  batch_id uuid,
+  row_index integer,
+  created_at timestamptz NOT NULL DEFAULT now(),
+  created_by uuid
+);
+
+CREATE INDEX idx_archive_records_category ON public.archive_records(category_id, created_at DESC);
+CREATE INDEX idx_archive_records_batch ON public.archive_records(batch_id);
+
+ALTER TABLE public.archive_records ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY "ar_select_auth" ON public.archive_records
+  FOR SELECT TO authenticated USING (true);
+CREATE POLICY "ar_insert_admin" ON public.archive_records
+  FOR INSERT TO authenticated WITH CHECK (public.is_admin(auth.uid()));
+CREATE POLICY "ar_delete_admin" ON public.archive_records
+  FOR DELETE TO authenticated USING (public.is_admin(auth.uid()));
+
+-- Seed default categories
+INSERT INTO public.archive_categories (key, label, sort_order) VALUES
+  ('cases', 'Cases', 10),
+  ('time_entries', 'Time Entries', 20),
+  ('expenses', 'Expenses', 30),
+  ('invoices', 'Invoices', 40),
+  ('clients', 'Clients', 50),
+  ('status_updates', 'Status Updates', 60),
+  ('contacts', 'Contacts', 70),
+  ('homeowners', 'Homeowners', 80),
+  ('call_logs', 'Call Logs', 90),
+  ('documents', 'Documents', 100);