From 9bb802cab9765861af10100c39a51904531345d2 Mon Sep 17 00:00:00 2001
From: "gpt-engineer-app[bot]"
 <159125892+gpt-engineer-app[bot]@users.noreply.github.com>
Date: Sun, 19 Apr 2026 01:04:03 +0000
Subject: [PATCH 1/3] Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
---
 src/routes/settings.import.tsx | 9 +++++++--
 1 file changed, 7 insertions(+), 2 deletions(-)

diff --git a/src/routes/settings.import.tsx b/src/routes/settings.import.tsx
index 91642b3..62c4b05 100644
--- a/src/routes/settings.import.tsx
+++ b/src/routes/settings.import.tsx
@@ -427,6 +427,7 @@ const IMPORTERS: ImporterConfig[] = [
     aliases: {
       id: "external_id", expenseid: "external_id", externalid: "external_id",
       caseid: "_caseext", matterid: "_caseext", casenumber: "_casenum",
+      casename: "_casename", casetitle: "_casename", matter: "_casename", mattername: "_casename",
       description: "description", notes: "description",
       amount: "amount", cost: "amount",
       billable: "billable",
@@ -436,8 +437,12 @@ const IMPORTERS: ImporterConfig[] = [
     boolCols: ["billable"],
     dateCols: ["expense_date"],
     transform: (r, ctx) => {
-      r.case_id = (r._caseext && ctx.caseByExt.get(String(r._caseext))) || (r._casenum && ctx.caseByNumber.get(String(r._casenum))) || null;
-      delete r._caseext; delete r._casenum;
+      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())) ||
+        null;
+      delete r._caseext; delete r._casenum; delete r._casename;
       if (!r.case_id || r.amount == null) return null;
       r.user_id = ctx.userId;
       return r;

From 1d9e8fc77d2a969d6901d7ac859ec27063f8d4bb Mon Sep 17 00:00:00 2001
From: "gpt-engineer-app[bot]"
 <159125892+gpt-engineer-app[bot]@users.noreply.github.com>
Date: Sun, 19 Apr 2026 01:04:14 +0000
Subject: [PATCH 2/3] Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
---
 src/routes/settings.import.tsx | 6 ++++++
 1 file changed, 6 insertions(+)

diff --git a/src/routes/settings.import.tsx b/src/routes/settings.import.tsx
index 62c4b05..d9ecac9 100644
--- a/src/routes/settings.import.tsx
+++ b/src/routes/settings.import.tsx
@@ -710,6 +710,12 @@ function ImportPage() {
           bumpSkip("missing or invalid hours");
         } else if (cfg.table === "time_entries" && !row.description && !row._activity) {
           bumpSkip("missing description/activity");
+        } else if (cfg.table === "expenses" && !row.case_id && !row._caseext && !row._casenum && !row._casename) {
+          bumpSkip("missing case reference");
+        } else if (cfg.table === "expenses" && (row._caseext || row._casenum || row._casename) && !row.case_id) {
+          bumpSkip("case not found (import cases first or match case title/number)");
+        } else if (cfg.table === "expenses" && row.amount == null) {
+          bumpSkip("missing or invalid amount");
         } else {
           bumpSkip("rejected by transform");
         }

From cf973d0618f1ee176e9c9d9e35cc440d9b42b287 Mon Sep 17 00:00:00 2001
From: "gpt-engineer-app[bot]"
 <159125892+gpt-engineer-app[bot]@users.noreply.github.com>
Date: Sun, 19 Apr 2026 01:04:28 +0000
Subject: [PATCH 3/3] Changes

Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
---
 src/routes/settings.import.tsx | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/src/routes/settings.import.tsx b/src/routes/settings.import.tsx
index d9ecac9..65a7f57 100644
--- a/src/routes/settings.import.tsx
+++ b/src/routes/settings.import.tsx
@@ -440,7 +440,7 @@ const IMPORTERS: ImporterConfig[] = [
       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())) ||
+        (r._casename && ctx.caseByTitle.get(String(r._casename).toLowerCase().trim())) ||
         null;
       delete r._caseext; delete r._casenum; delete r._casename;
       if (!r.case_id || r.amount == null) return null;