- CSV Import: modal with file picker, auto column mapping, preview table, import progress - Activity Timeline: new tab on client detail showing all communications, events, status changes - AI Insights Widget: dashboard card showing stale clients, upcoming birthdays, suggested follow-ups - Import button on Clients page header
304 lines
11 KiB
TypeScript
304 lines
11 KiB
TypeScript
import { useState, useRef } from 'react';
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import { api } from '@/lib/api';
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import type { ImportPreview, ImportResult } from '@/types';
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import Modal from '@/components/Modal';
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import LoadingSpinner from '@/components/LoadingSpinner';
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import { Upload, FileSpreadsheet, CheckCircle2, AlertCircle, ArrowRight, X } from 'lucide-react';
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const CLIENT_FIELDS = [
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{ value: '', label: '-- Skip --' },
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{ value: 'firstName', label: 'First Name' },
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{ value: 'lastName', label: 'Last Name' },
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{ value: 'email', label: 'Email' },
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{ value: 'phone', label: 'Phone' },
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{ value: 'company', label: 'Company' },
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{ value: 'role', label: 'Role/Title' },
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{ value: 'industry', label: 'Industry' },
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{ value: 'street', label: 'Street' },
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{ value: 'city', label: 'City' },
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{ value: 'state', label: 'State' },
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{ value: 'zip', label: 'ZIP Code' },
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{ value: 'birthday', label: 'Birthday' },
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{ value: 'anniversary', label: 'Anniversary' },
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{ value: 'notes', label: 'Notes' },
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{ value: 'tags', label: 'Tags (comma-separated)' },
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{ value: 'interests', label: 'Interests (comma-separated)' },
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];
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interface CSVImportModalProps {
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isOpen: boolean;
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onClose: () => void;
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onComplete: () => void;
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}
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type Step = 'upload' | 'mapping' | 'importing' | 'results';
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export default function CSVImportModal({ isOpen, onClose, onComplete }: CSVImportModalProps) {
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const [step, setStep] = useState<Step>('upload');
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const [file, setFile] = useState<File | null>(null);
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const [preview, setPreview] = useState<ImportPreview | null>(null);
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const [mapping, setMapping] = useState<Record<number, string>>({});
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const [result, setResult] = useState<ImportResult | null>(null);
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const [error, setError] = useState<string | null>(null);
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const [loading, setLoading] = useState(false);
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const fileRef = useRef<HTMLInputElement>(null);
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const reset = () => {
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setStep('upload');
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setFile(null);
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setPreview(null);
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setMapping({});
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setResult(null);
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setError(null);
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setLoading(false);
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};
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const handleClose = () => {
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reset();
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onClose();
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};
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const handleFileSelect = async (e: React.ChangeEvent<HTMLInputElement>) => {
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const f = e.target.files?.[0];
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if (!f) return;
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setFile(f);
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setError(null);
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setLoading(true);
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try {
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const previewData = await api.importPreview(f);
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setPreview(previewData);
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setMapping(previewData.mapping);
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setStep('mapping');
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} catch (err: any) {
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setError(err.message || 'Failed to parse CSV');
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} finally {
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setLoading(false);
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}
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};
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const updateMapping = (colIndex: number, field: string) => {
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setMapping(prev => {
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const next = { ...prev };
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if (field === '') {
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delete next[colIndex];
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} else {
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next[colIndex] = field;
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}
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return next;
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});
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};
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const hasRequiredFields = () => {
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const values = Object.values(mapping);
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return values.includes('firstName') && values.includes('lastName');
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};
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const handleImport = async () => {
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if (!file || !hasRequiredFields()) return;
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setStep('importing');
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setLoading(true);
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setError(null);
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try {
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const importResult = await api.importClients(file, mapping);
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setResult(importResult);
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setStep('results');
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if (importResult.imported > 0) {
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onComplete();
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}
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} catch (err: any) {
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setError(err.message || 'Import failed');
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setStep('mapping');
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} finally {
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setLoading(false);
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}
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};
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return (
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<Modal isOpen={isOpen} onClose={handleClose} title="Import Clients from CSV" size="lg">
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<div className="space-y-5">
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{/* Step: Upload */}
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{step === 'upload' && (
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<div className="space-y-4">
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<div
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onClick={() => fileRef.current?.click()}
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className="border-2 border-dashed border-slate-300 rounded-xl p-8 text-center cursor-pointer hover:border-blue-400 hover:bg-blue-50/50 transition-all"
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>
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<Upload className="w-10 h-10 text-slate-400 mx-auto mb-3" />
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<p className="text-sm font-medium text-slate-700">
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Click to select a CSV file
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</p>
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<p className="text-xs text-slate-400 mt-1">
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Must include at least First Name and Last Name columns
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</p>
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</div>
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<input
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ref={fileRef}
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type="file"
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accept=".csv,text/csv"
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onChange={handleFileSelect}
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className="hidden"
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/>
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{loading && (
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<div className="flex items-center justify-center gap-2 py-4">
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<LoadingSpinner size="sm" />
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<span className="text-sm text-slate-500">Parsing CSV...</span>
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</div>
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)}
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{error && (
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<div className="flex items-center gap-2 p-3 bg-red-50 text-red-700 rounded-lg text-sm">
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<AlertCircle className="w-4 h-4 flex-shrink-0" />
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{error}
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</div>
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)}
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</div>
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)}
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{/* Step: Column Mapping */}
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{step === 'mapping' && preview && (
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<div className="space-y-4">
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<div className="flex items-center gap-2 text-sm text-slate-600">
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<FileSpreadsheet className="w-4 h-4" />
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<span><strong>{preview.totalRows}</strong> rows found in <strong>{file?.name}</strong></span>
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</div>
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{/* Column mapping */}
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<div className="space-y-2">
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<h4 className="text-sm font-medium text-slate-700">Map columns to client fields:</h4>
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<div className="max-h-64 overflow-y-auto space-y-2">
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{preview.headers.map((header, index) => (
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<div key={index} className="flex items-center gap-3">
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<span className="text-sm text-slate-600 w-40 truncate flex-shrink-0" title={header}>
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{header}
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</span>
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<ArrowRight className="w-4 h-4 text-slate-300 flex-shrink-0" />
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<select
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value={mapping[index] || ''}
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onChange={(e) => updateMapping(index, e.target.value)}
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className="flex-1 px-3 py-1.5 border border-slate-200 rounded-lg text-sm focus:outline-none focus:ring-2 focus:ring-blue-500"
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>
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{CLIENT_FIELDS.map((f) => (
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<option key={f.value} value={f.value}>{f.label}</option>
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))}
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</select>
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</div>
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))}
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</div>
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</div>
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{/* Preview table */}
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{preview.sampleRows.length > 0 && (
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<div>
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<h4 className="text-sm font-medium text-slate-700 mb-2">Preview (first {preview.sampleRows.length} rows):</h4>
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<div className="overflow-x-auto border border-slate-200 rounded-lg">
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<table className="w-full text-xs">
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<thead>
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<tr className="bg-slate-50">
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{preview.headers.map((h, i) => (
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<th key={i} className="px-3 py-2 text-left font-medium text-slate-600 whitespace-nowrap">
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{mapping[i] ? (
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<span className="text-blue-600">{CLIENT_FIELDS.find(f => f.value === mapping[i])?.label || mapping[i]}</span>
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) : (
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<span className="text-slate-400 line-through">{h}</span>
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)}
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</th>
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))}
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</tr>
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</thead>
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<tbody className="divide-y divide-slate-100">
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{preview.sampleRows.map((row, ri) => (
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<tr key={ri}>
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{row.map((cell, ci) => (
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<td key={ci} className={`px-3 py-2 whitespace-nowrap ${mapping[ci] ? 'text-slate-700' : 'text-slate-300'}`}>
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{cell || '—'}
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</td>
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))}
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</tr>
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))}
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</tbody>
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</table>
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</div>
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</div>
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)}
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{!hasRequiredFields() && (
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<div className="flex items-center gap-2 p-3 bg-amber-50 text-amber-700 rounded-lg text-sm">
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<AlertCircle className="w-4 h-4 flex-shrink-0" />
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You must map both "First Name" and "Last Name" columns
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</div>
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)}
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{error && (
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<div className="flex items-center gap-2 p-3 bg-red-50 text-red-700 rounded-lg text-sm">
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<AlertCircle className="w-4 h-4 flex-shrink-0" />
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{error}
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</div>
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)}
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<div className="flex justify-between pt-2">
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<button onClick={reset} className="px-4 py-2 text-sm text-slate-600 hover:text-slate-800 transition-colors">
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← Back
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</button>
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<button
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onClick={handleImport}
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disabled={!hasRequiredFields()}
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className="px-5 py-2.5 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 disabled:opacity-50 transition-colors"
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>
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Import {preview.totalRows} Clients
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</button>
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</div>
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</div>
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)}
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{/* Step: Importing */}
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{step === 'importing' && (
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<div className="flex flex-col items-center justify-center py-8 gap-4">
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<LoadingSpinner size="lg" />
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<p className="text-sm text-slate-600">Importing clients...</p>
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<p className="text-xs text-slate-400">This may take a moment for large files</p>
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</div>
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)}
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{/* Step: Results */}
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{step === 'results' && result && (
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<div className="space-y-4">
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<div className="flex items-center gap-3 p-4 bg-emerald-50 rounded-lg">
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<CheckCircle2 className="w-8 h-8 text-emerald-600 flex-shrink-0" />
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<div>
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<p className="font-semibold text-emerald-800">Import Complete</p>
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<p className="text-sm text-emerald-700">
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Successfully imported <strong>{result.imported}</strong> client{result.imported !== 1 ? 's' : ''}
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{result.skipped > 0 && `, ${result.skipped} skipped`}
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</p>
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</div>
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</div>
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{result.errors.length > 0 && (
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<div className="space-y-2">
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<h4 className="text-sm font-medium text-slate-700">Issues ({result.errors.length}):</h4>
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<div className="max-h-40 overflow-y-auto space-y-1 p-3 bg-slate-50 rounded-lg">
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{result.errors.map((err, i) => (
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<p key={i} className="text-xs text-slate-600">{err}</p>
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))}
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</div>
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</div>
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)}
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<div className="flex justify-end pt-2">
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<button
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onClick={handleClose}
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className="px-5 py-2.5 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors"
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>
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Done
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</button>
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</div>
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</div>
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)}
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</div>
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</Modal>
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);
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}
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