Unified Contacts importer UI

X-Lovable-Edit-ID: edt-db30a20f-5072-4dbb-b680-99c8b863ca03
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>

src/routes/settings.import.tsx

@@ -10,6 +10,7 @@ import { Alert, AlertDescription } from "@/components/ui/alert";
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
 import { Upload, CheckCircle2, AlertCircle, Loader2, FileSpreadsheet } from "lucide-react";
 import { toast } from "sonner";
+import { CONTACT_TYPES } from "@/components/contacts/contact-form-dialog";
 
 export const Route = createFileRoute("/settings/import")({
   component: ImportPage,
@@ -54,6 +55,8 @@ interface ImportCtx {
   caseByNumber: Map<string, string>;
   // Optional fallback client id (e.g. for address-only locations CSV)
   defaultClientId?: string | null;
+  // Selected contact group (for unified contacts importer)
+  defaultContactType?: string | null;
 }
 
 const norm = (s: string) =>
@@ -92,97 +95,43 @@ const toDateTime = (v: any): string | null => {
 };
 
 const IMPORTERS: ImporterConfig[] = [
-  // Companies → clients
+  // Unified Contacts importer (all groups). When group=client, also mirrors into clients table.
   {
-    key: "companies",
-    label: "Companies → Clients",
-    description: "HOAs and corporate clients.",
-    table: "clients",
-    conflict: "external_id",
-    required: ["name"],
-    aliases: {
-      id: "external_id", companyid: "external_id", externalid: "external_id",
-      name: "name", companyname: "name", company: "name",
-      type: "client_type", clienttype: "client_type",
-      addressline1: "address_line1", address1: "address_line1", address: "address_line1",
-      addressline2: "address_line2", address2: "address_line2",
-      city: "city", state: "state",
-      zip: "postal_code", zipcode: "postal_code", postalcode: "postal_code",
-      phone: "primary_contact_phone", primaryphone: "primary_contact_phone",
-      email: "primary_contact_email", primaryemail: "primary_contact_email",
-      contactname: "primary_contact_name", primarycontact: "primary_contact_name",
-      management: "management_company", managementcompany: "management_company",
-      units: "num_units", numunits: "num_units",
-      notes: "notes",
-      archived: "_archived", isarchived: "_archived", status: "_archived",
-    },
-    numeric: ["num_units", "annual_interest_rate"],
-    transform: (r) => {
-      const t = String(r.client_type ?? "").toLowerCase();
-      r.client_type = t.includes("condo") ? "condo" : t.includes("hoa") ? "hoa" : "hoa";
-      return r;
-    },
-    postInsert: (rows, ctx) => {
-      for (const r of rows) {
-        if (r.external_id && r.id) ctx.clientByExt.set(r.external_id, r.id);
-        if (r.name && r.id) ctx.clientByName.set(r.name.toLowerCase(), r.id);
-      }
-    },
-  },
-  // People → contacts
-  {
-    key: "people",
-    label: "People → Contacts",
-    description: "Individual contacts (board members, vendors, etc.).",
+    key: "contacts",
+    label: "Contacts → Contacts",
+    description: "Upload one CSV per contact group. Rows tagged 'Client' also get mirrored into the Clients table.",
     table: "contacts",
     conflict: "external_id",
     required: ["name"],
     aliases: {
-      id: "external_id", personid: "external_id", externalid: "external_id",
-      name: "name", fullname: "name",
+      id: "external_id", contactid: "external_id", personid: "external_id", companyid: "external_id", externalid: "external_id",
+      name: "name", fullname: "name", companyname: "name",
       firstname: "_first", lastname: "_last",
-      email: "email", phone: "phone",
-      company: "company", title: "title",
-      addressline1: "address_line1", address1: "address_line1", address: "address_line1",
-      addressline2: "address_line2", address2: "address_line2",
-      city: "city", state: "state",
+      email: "email", emailaddress: "email",
+      phone: "phone", phonenumber: "phone", mobile: "phone",
+      company: "company", firm: "company", organization: "company",
+      title: "title", role: "title",
+      addressline1: "address_line1", address1: "address_line1", address: "address_line1", street: "address_line1",
+      addressline2: "address_line2", address2: "address_line2", suite: "address_line2", apt: "address_line2",
+      city: "city", state: "state", province: "state",
       zip: "postal_code", zipcode: "postal_code", postalcode: "postal_code",
       type: "contact_type", contacttype: "contact_type",
-      notes: "notes",
+      notes: "notes", comments: "notes",
       archived: "_archived", isarchived: "_archived",
     },
-    transform: (r) => {
+    transform: (r, ctx) => {
       if (!r.name && (r._first || r._last)) {
         r.name = [r._first, r._last].filter(Boolean).join(" ").trim();
       }
       delete r._first; delete r._last;
-      if (!r.contact_type) r.contact_type = "other";
+      // Force the group selected by the user (overrides any per-row contact_type column)
+      r.contact_type = ctx.defaultContactType || r.contact_type || "other";
       return r;
     },
-  },
-  // Lawyers → contacts (type=attorney)
-  {
-    key: "lawyers",
-    label: "Lawyers → Contacts",
-    description: "Opposing counsel & external attorneys (added as contacts).",
-    table: "contacts",
-    conflict: "external_id",
-    required: ["name"],
-    aliases: {
-      id: "external_id", lawyerid: "external_id", externalid: "external_id",
-      name: "name", fullname: "name",
-      firstname: "_first", lastname: "_last",
-      email: "email", phone: "phone",
-      firm: "company", company: "company",
-      addressline1: "address_line1", address: "address_line1",
-      city: "city", state: "state", zip: "postal_code", postalcode: "postal_code",
-      notes: "notes",
-    },
-    transform: (r) => {
-      if (!r.name && (r._first || r._last)) r.name = [r._first, r._last].filter(Boolean).join(" ").trim();
-      delete r._first; delete r._last;
-      r.contact_type = "attorney";
-      return r;
+    postInsert: (rows, ctx) => {
+      for (const r of rows) {
+        if (r.external_id && r.id) ctx.contactByExt.set(r.external_id, r.id);
+      }
     },
   },
   // Locations → homeowners (units)
@@ -518,6 +467,7 @@ function ImportPage() {
   const [results, setResults] = useState<Record<string, ImportResult | "running">>({});
   const [clientList, setClientList] = useState<{ id: string; name: string }[]>([]);
   const [defaultClientId, setDefaultClientId] = useState<string>("");
+  const [contactGroup, setContactGroup] = useState<string>("client");
   const ctx = useMemo<ImportCtx>(() => ({
     userId: user?.id ?? "",
     clientByExt: new Map(),
@@ -528,6 +478,7 @@ function ImportPage() {
     clientByName: new Map(),
     caseByNumber: new Map(),
     defaultClientId: null,
+    defaultContactType: null,
   }), [user?.id]);
 
   useEffect(() => {
@@ -589,6 +540,7 @@ function ImportPage() {
     if (!user?.id) return;
     setResults((r) => ({ ...r, [cfg.key]: "running" }));
     ctx.defaultClientId = cfg.key === "locations" ? (defaultClientId || null) : null;
+    ctx.defaultContactType = cfg.key === "contacts" ? (contactGroup || "other") : null;
     await ensureLookupsLoaded();
 
     const parsed = await new Promise<Papa.ParseResult<Record<string, string>>>((resolve, reject) => {
@@ -733,10 +685,49 @@ function ImportPage() {
 
     if (cfg.postInsert) cfg.postInsert(inserted_rows, ctx);
 
+    // Mirror imported "client" contacts into the clients table so they appear on the Clients page.
+    let mirrored = 0;
+    if (cfg.key === "contacts" && contactGroup === "client" && inserted_rows.length > 0) {
+      const clientRows = inserted_rows
+        .filter((c) => c.external_id || c.name)
+        .map((c) => ({
+          external_id: c.external_id ?? null,
+          name: c.name || c.company || "Unnamed client",
+          client_type: "hoa" as const,
+          primary_contact_email: c.email ?? null,
+          primary_contact_phone: c.phone ?? null,
+          primary_contact_name: c.name ?? null,
+          address_line1: c.address_line1 ?? null,
+          address_line2: c.address_line2 ?? null,
+          city: c.city ?? null,
+          state: c.state ?? null,
+          postal_code: c.postal_code ?? null,
+          notes: c.notes ?? null,
+          created_by: user.id,
+        }));
+      const withExt = clientRows.filter((r) => r.external_id);
+      const withoutExt = clientRows.filter((r) => !r.external_id);
+      if (withExt.length > 0) {
+        const { data, error } = await supabase
+          .from("clients")
+          .upsert(withExt, { onConflict: "external_id", ignoreDuplicates: false })
+          .select("id");
+        if (error) errors.push(`Client mirror (upsert): ${error.message}`);
+        else mirrored += data?.length ?? 0;
+      }
+      if (withoutExt.length > 0) {
+        const { data, error } = await supabase.from("clients").insert(withoutExt).select("id");
+        if (error) errors.push(`Client mirror (insert): ${error.message}`);
+        else mirrored += data?.length ?? 0;
+      }
+    }
+
     const summary = { total: rawRows.length, inserted, skipped, errors, skipReasons };
     setResults((r) => ({ ...r, [cfg.key]: summary }));
-    if (errors.length === 0) toast.success(`${cfg.label}: ${inserted} imported`);
-    else toast.error(`${cfg.label}: ${errors.length} batch error(s)`);
+    if (errors.length === 0) {
+      const extra = mirrored > 0 ? ` (+${mirrored} mirrored to Clients)` : "";
+      toast.success(`${cfg.label}: ${inserted} imported${extra}`);
+    } else toast.error(`${cfg.label}: ${errors.length} batch error(s)`);
   };
 
   return (
@@ -745,8 +736,8 @@ function ImportPage() {
         <AlertCircle className="h-4 w-4" />
         <AlertDescription>
           Headers are auto-mapped (snake_case + common aliases). Existing rows with a matching{" "}
-          <code className="text-xs">external_id</code> are updated. <strong>Import in order</strong>:
-          companies → people/lawyers → locations → cases → tasks/events/calls/time/expenses/invoices/notes/status.
+          <code className="text-xs">external_id</code> are updated. Pick a <strong>contact group</strong> per
+          upload — rows tagged <strong>Client</strong> are also mirrored into the Clients page.
         </AlertDescription>
       </Alert>
 
@@ -767,6 +758,18 @@ function ImportPage() {
                     <p className="text-xs text-muted-foreground mt-1">{cfg.description}</p>
                   </div>
                   <div className="shrink-0 flex items-center gap-2">
+                    {cfg.key === "contacts" && (
+                      <Select value={contactGroup} onValueChange={setContactGroup}>
+                        <SelectTrigger className="h-8 w-[200px] text-xs">
+                          <SelectValue placeholder="Contact group…" />
+                        </SelectTrigger>
+                        <SelectContent>
+                          {CONTACT_TYPES.map((t) => (
+                            <SelectItem key={t.value} value={t.value}>{t.label}</SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    )}
                     {cfg.key === "locations" && (
                       <Select value={defaultClientId} onValueChange={setDefaultClientId}>
                         <SelectTrigger className="h-8 w-[220px] text-xs">