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Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
This commit is contained in:
gpt-engineer-app[bot]
2026-04-19 17:50:56 +00:00
co-authored by renee-png
parent 6a6d35f82a
commit c13476b179
1 changed files with 20 additions and 4 deletions
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src/routes/settings.import.tsx
+20 -4
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@@ -250,10 +250,19 @@ const IMPORTERS: ImporterConfig[] = [
numeric: ["claim_amount", "settlement_amount", "default_hourly_rate", "flat_fee_amount"],
dateCols: ["opened_at", "closed_at", "filing_date", "next_hearing_date", "statute_of_limitations"],
transform: (r, ctx) => {
// Client resolution priority:
// 1. Client number (external id)
// 2. Client / Community Association / Association Name (by name)
// 3. Management Company (only if nothing else matched)
const cid = r._clientext ? ctx.clientByExt.get(String(r._clientext)) : null;
const cidByName = r._clientname ? ctx.clientByName.get(String(r._clientname).toLowerCase()) : null;
r.client_id = cid ?? cidByName ?? null;
delete r._clientext; delete r._clientname;
const cidByName = r._clientname
? ctx.clientByName.get(String(r._clientname).toLowerCase())
: null;
const cidByMgmt = r._mgmtcompany
? ctx.clientByName.get(String(r._mgmtcompany).toLowerCase())
: null;
r.client_id = cid ?? cidByName ?? cidByMgmt ?? null;
delete r._clientext; delete r._clientname; delete r._mgmtcompany;
delete r._assignedname; delete r._originatingname;
if (!r.client_id) return null;
const closedFlag = String(r._closedflag ?? "").toLowerCase().trim();
@@ -278,7 +287,14 @@ const IMPORTERS: ImporterConfig[] = [
const bm = String(r.billing_method).toLowerCase();
r.billing_method = bm.includes("flat") ? "flat" : bm.includes("contingency") ? "contingency" : bm.includes("hour") ? "hourly" : null;
}
if (!r.case_number) r.case_number = `CASE-${Date.now()}-${Math.floor(Math.random() * 1000)}`;
// Generate a collision-free case number when none was provided.
// Uses crypto.randomUUID so simultaneous rows in the same batch never collide.
if (!r.case_number || !String(r.case_number).trim()) {
const uid = (typeof crypto !== "undefined" && "randomUUID" in crypto)
? crypto.randomUUID().slice(0, 8).toUpperCase()
: `${Date.now().toString(36)}${Math.floor(Math.random() * 1e6).toString(36)}`.toUpperCase();
r.case_number = `CASE-${uid}`;
}
if (!r.title) r.title = r.case_number;
return r;
},