feat(import): add merge strategy and new-rundown destination to spreadsheet import

Co-authored-by: Carlos Valente <34649812+cpvalente@users.noreply.github.com>
2026-08-17 13:23:35 +00:00 · 2026-07-06 11:14:35 +00:00
parent 5e6debcce0
commit 34360a5b8f
20 changed files with 1064 additions and 80 deletions
@@ -6,6 +6,7 @@ import {
  ProjectRundownsList,
  RenumberCues,
  Rundown,
+  RundownImportPayload,
  TransientEventPayload,
 } from 'ontime-types';

@@ -82,6 +83,15 @@ export async function deleteRundown(rundownId: RundownId): Promise<AxiosResponse
  return axios.delete(`${rundownPath}/${rundownId}`);
 }

+/**
+ * HTTP request to apply an imported rundown using a merge strategy or into a new rundown
+ */
+export async function importRundownWithOptions(
+  payload: RundownImportPayload,
+): Promise<AxiosResponse<ProjectRundownsList>> {
+  return axios.post(`${rundownPath}/import`, payload);
+}
+
 // #endregion operations on project rundowns ======================
 // #region operations on rundown entries ==========================

@@ -0,0 +1,25 @@
+import { describe, expect, it } from 'vitest';
+
+import { removeFileExtension } from '../uploadUtils';
+
+describe('removeFileExtension()', () => {
+  it('removes a trailing extension', () => {
+    expect(removeFileExtension('show.xlsx')).toBe('show');
+  });
+
+  it('only removes the last extension', () => {
+    expect(removeFileExtension('my.show.xlsx')).toBe('my.show');
+  });
+
+  it('returns the name unchanged when there is no extension', () => {
+    expect(removeFileExtension('rundown')).toBe('rundown');
+  });
+
+  it('does not treat a leading dot as an extension', () => {
+    expect(removeFileExtension('.gitignore')).toBe('.gitignore');
+  });
+
+  it('handles an empty string', () => {
+    expect(removeFileExtension('')).toBe('');
+  });
+});
@@ -38,6 +38,18 @@ export function validateProjectFile(file: File) {
  }
 }

+/**
+ * Removes a trailing file extension from a file name (e.g. "show.xlsx" -> "show")
+ * A leading dot (dotfiles like ".gitignore") is not treated as an extension
+ */
+export function removeFileExtension(fileName: string): string {
+  const lastDot = fileName.lastIndexOf('.');
+  if (lastDot <= 0) {
+    return fileName;
+  }
+  return fileName.slice(0, lastDot);
+}
+
 export function isExcelFile(file: File | null) {
  return file?.name.endsWith('.xlsx');
 }
@@ -1,4 +1,6 @@
 import type {
+  ImportedFields,
+  RundownImportMode,
  SpreadsheetPreviewResponse,
  SpreadsheetWorksheetMetadata,
  SpreadsheetWorksheetOptions,
@@ -22,7 +24,7 @@ import Info from '../../../../../common/components/info/Info';
 import ExternalLink from '../../../../../common/components/link/external-link/ExternalLink';
 import Modal from '../../../../../common/components/modal/Modal';
 import useRundown from '../../../../../common/hooks-query/useRundown';
-import { validateExcelImport } from '../../../../../common/utils/uploadUtils';
+import { removeFileExtension, validateExcelImport } from '../../../../../common/utils/uploadUtils';
 import * as Panel from '../../../panel-utils/PanelUtils';
 import GSheetSetup from './GSheetSetup';
 import SheetImportEditor from './sheet-import/SheetImportEditor';
@@ -35,6 +37,7 @@ const googleSheetDocsUrl = 'https://docs.getontime.no/features/import-spreadshee
 type ActiveSource =
  | {
      kind: 'excel';
+      fileName: string;
      worksheetNames: string[];
      initialWorksheetMetadata: SpreadsheetWorksheetMetadata | null;
      closedByUser: boolean;
@@ -55,7 +58,7 @@ export default function SourcesPanel() {
  const [activeSource, setActiveSource] = useState<ActiveSource | null>(null);

  const { data: currentRundown } = useRundown();
-  const { importRundown } = useSpreadsheetImport();
+  const { applyImport } = useSpreadsheetImport();

  const fileInputRef = useRef<HTMLInputElement>(null);

@@ -74,6 +77,7 @@ export default function SourcesPanel() {
      const worksheetOptions = await uploadExcel(fileToUpload);
      setActiveSource({
        kind: 'excel',
+        fileName: fileToUpload.name,
        worksheetNames: worksheetOptions.worksheets,
        initialWorksheetMetadata: worksheetOptions.metadata,
        closedByUser: false,
@@ -126,21 +130,32 @@ export default function SourcesPanel() {
    setError('');
  };

-  const handleApplyImport = async (preview: SpreadsheetPreviewResponse) => {
+  const handleApplyImport = async (
+    preview: SpreadsheetPreviewResponse,
+    mode: RundownImportMode,
+    newRundownTitle: string,
+    providedFields: ImportedFields,
+  ) => {
+    if (mode === 'new') {
+      const title = newRundownTitle.trim() || preview.rundown.title;
+      await applyImport({ mode: 'new', rundown: { ...preview.rundown, title }, customFields: preview.customFields });
+      handleFinished();
+      return;
+    }
+
    if (!currentRundown) {
      throw new Error('No current rundown loaded');
    }

-    await importRundown(
-      {
-        [currentRundown.id]: {
-          ...preview.rundown,
-          id: currentRundown.id,
-          title: currentRundown.title,
-        },
-      },
-      preview.customFields,
-    );
+    // override or merge into the current rundown; merge uses providedFields to know which columns
+    // the sheet supplied so matched events keep the rest (e.g. automations)
+    await applyImport({
+      mode,
+      targetRundownId: currentRundown.id,
+      rundown: preview.rundown,
+      customFields: preview.customFields,
+      providedFields,
+    });
    handleFinished();
  };

@@ -208,6 +223,13 @@ export default function SourcesPanel() {
    if (activeSource.kind === 'excel') return 'excel';
    return `gsheet:${activeSource.sheetId}`;
  })();
+  // suggested name when importing into a new rundown: the spreadsheet file name (without extension)
+  // for Excel, or the document title for Google Sheets
+  const spreadsheetName = (() => {
+    if (!activeSource) return '';
+    if (activeSource.kind === 'excel') return removeFileExtension(activeSource.fileName);
+    return activeSource.title;
+  })();

  return (
    <Panel.Section>
@@ -287,6 +309,7 @@ export default function SourcesPanel() {
          bodyElements={
            <SheetImportEditor
              sourceKey={sourceKey ?? 'spreadsheet'}
+              defaultRundownName={spreadsheetName}
              worksheetNames={activeSource?.worksheetNames ?? []}
              initialMetadata={activeSource?.initialWorksheetMetadata ?? null}
              loadMetadata={loadWorksheetMetadata}
@@ -0,0 +1,55 @@
+import type { RundownImportMode, SpreadsheetPreviewResponse } from 'ontime-types';
+import { isOntimeEvent, isPlayableEvent, Playback } from 'ontime-types';
+import { useEffect, useState } from 'react';
+
+import Button from '../../../../../../common/components/buttons/Button';
+import { usePlayback, useSelectedEventId } from '../../../../../../common/hooks/useSocket';
+
+interface ApplyImportButtonProps {
+  preview: SpreadsheetPreviewResponse | null;
+  mode: RundownImportMode;
+  disabled: boolean;
+  loading: boolean;
+  onApply: () => void;
+}
+
+/**
+ * Apply action for the spreadsheet import.
+ * Subscribes to playback state on its own so playback updates do not re-render the whole editor.
+ * Requires a second click to confirm when applying would stop a running playback.
+ */
+export default function ApplyImportButton({ preview, mode, disabled, loading, onApply }: ApplyImportButtonProps) {
+  const playback = usePlayback();
+  const loadedEventId = useSelectedEventId();
+
+  // the loaded (playing) event loses its playback unless it still exists as a playable event after the import
+  const loadedEntry = loadedEventId ? preview?.rundown.entries[loadedEventId] : undefined;
+  const willLoadedEventBeOverriden = !(
+    loadedEntry !== undefined &&
+    isOntimeEvent(loadedEntry) &&
+    isPlayableEvent(loadedEntry)
+  );
+
+  // applying stops playback when creating a new rundown, or when the playing event does not survive
+  const willStopPlayback = playback !== Playback.Stop && (mode === 'new' || willLoadedEventBeOverriden);
+
+  // two-step confirmation before applying an import that stops playback
+  const [confirmStop, setConfirmStop] = useState(false);
+  useEffect(() => {
+    setConfirmStop(false);
+  }, [mode, preview]);
+
+  const handleClick = () => {
+    if (willStopPlayback && !confirmStop) {
+      setConfirmStop(true);
+      return;
+    }
+    onApply();
+  };
+
+  return (
+    <Button variant='primary' onClick={handleClick} disabled={disabled} loading={loading}>
+      {willStopPlayback && confirmStop ? 'Confirm — stop playback & apply import' : 'Apply import'}
+    </Button>
+  );
+}
@@ -33,6 +33,11 @@
  white-space: nowrap;
 }

+.importModeTrigger {
+  min-width: 12rem;
+  justify-content: space-between;
+}
+
 .addColumnTrigger {
  justify-content: center;
  white-space: nowrap;
@@ -1,10 +1,20 @@
-import type { SpreadsheetPreviewResponse, SpreadsheetWorksheetMetadata } from 'ontime-types';
+import type {
+  ImportedFields,
+  RundownImportMode,
+  SpreadsheetPreviewResponse,
+  SpreadsheetWorksheetMetadata,
+} from 'ontime-types';
 import type { ImportMap } from 'ontime-utils';
-import { IoArrowUpOutline, IoEye } from 'react-icons/io5';
+import { useMemo } from 'react';
+import { IoArrowUpOutline, IoCheckmark, IoChevronDown, IoEye, IoWarningOutline } from 'react-icons/io5';

 import Button from '../../../../../../common/components/buttons/Button';
+import { DropdownMenu, DropdownMenuOption } from '../../../../../../common/components/dropdown-menu/DropdownMenu';
+import Input from '../../../../../../common/components/input/input/Input';
 import Select from '../../../../../../common/components/select/Select';
 import * as Panel from '../../../../panel-utils/PanelUtils';
+import ApplyImportButton from './ApplyImportButton';
+import { isIdColumnMapped } from './importMapUtils';
 import PreviewTable from './preview/PreviewTable';
 import SheetImportMappingPane from './SheetImportMappingPane';
 import { useSheetImportForm } from './useSheetImportForm';
@@ -13,17 +23,46 @@ import style from './SheetImportEditor.module.scss';

 interface SheetImportEditorProps {
  sourceKey: string;
+  defaultRundownName: string;
  worksheetNames: string[];
  initialMetadata: SpreadsheetWorksheetMetadata | null;
  loadMetadata: (worksheet: string) => Promise<SpreadsheetWorksheetMetadata>;
  previewImport: (importMap: ImportMap) => Promise<SpreadsheetPreviewResponse>;
-  onApply: (preview: SpreadsheetPreviewResponse) => Promise<void>;
+  onApply: (
+    preview: SpreadsheetPreviewResponse,
+    mode: RundownImportMode,
+    newRundownTitle: string,
+    providedFields: ImportedFields,
+  ) => Promise<void>;
  onCancel: () => void;
  onExport?: (importMap: ImportMap) => Promise<void>;
 }

+const importModeOptions: Array<{
+  value: RundownImportMode;
+  label: string;
+  description: string;
+}> = [
+  {
+    value: 'override',
+    label: 'Replace current rundown',
+    description: 'Spreadsheet data completely replaces current rundown',
+  },
+  {
+    value: 'merge',
+    label: 'Merge with current rundown',
+    description: 'Merge entries referencing their IDs, entries not present in spreadsheet rundown are deleted',
+  },
+  {
+    value: 'new',
+    label: 'New rundown',
+    description: 'Create a new rundown to import the data into. Loads the new rundown',
+  },
+];
+
 export default function SheetImportEditor({
  sourceKey,
+  defaultRundownName,
  worksheetNames,
  initialMetadata,
  loadMetadata,
@@ -49,11 +88,16 @@ export default function SheetImportEditor({
    isBusy,
    canPreview,
    displayError,
+    importMode,
+    setImportMode,
+    newRundownTitle,
+    setNewRundownTitle,
    handlePreviewSubmit,
    handleExportSubmit,
    handleApply,
  } = useSheetImportForm({
    sourceKey,
+    defaultRundownName,
    worksheetNames,
    initialMetadata,
    loadMetadata,
@@ -62,6 +106,19 @@ export default function SheetImportEditor({
    onExport,
  });

+  const selectedImportMode = importModeOptions.find((option) => option.value === importMode) ?? importModeOptions[0];
+  const importModeItems = useMemo<DropdownMenuOption[]>(
+    () =>
+      importModeOptions.map((option) => ({
+        type: 'item',
+        label: option.label,
+        description: option.description,
+        icon: importMode === option.value ? IoCheckmark : undefined,
+        onClick: () => setImportMode(option.value),
+      })),
+    [importMode, setImportMode],
+  );
+
  return (
    <Panel.Section as='form' id='spreadsheet-import-workspace' className={style.editor} onSubmit={handlePreviewSubmit}>
      <Panel.InlineElements align='apart' wrap='wrap' className={style.editorToolbar}>
@@ -107,33 +164,63 @@ export default function SheetImportEditor({
      </div>

      {displayError && <Panel.Error>{displayError}</Panel.Error>}
-      <Panel.InlineElements align='end' wrap='wrap' className={style.editorFooter}>
-        <Button onClick={onCancel} disabled={isBusy}>
-          Cancel
-        </Button>
-        {onExport && (
-          <Button onClick={handleExportSubmit} disabled={!canPreview} loading={state.loading === 'export'}>
-            <IoArrowUpOutline />
-            Export
+      {importMode === 'merge' && !isIdColumnMapped(values) && (
+        <Panel.Description tone='warning'>
+          <IoWarningOutline /> No ID column mapped — merge matches entries by ID, so it will behave like Replace. Export
+          your rundown to a spreadsheet first to keep its IDs.
+        </Panel.Description>
+      )}
+      <Panel.InlineElements align='apart' wrap='wrap' className={style.editorFooter}>
+        <Panel.InlineElements wrap='wrap'>
+          <label className={style.worksheetControl}>
+            <span className={style.worksheetLabel}>Import mode</span>
+            <DropdownMenu
+              render={<Button className={style.importModeTrigger} variant='subtle-white' />}
+              items={importModeItems}
+            >
+              {selectedImportMode.label}
+              <IoChevronDown />
+            </DropdownMenu>
+          </label>
+          {importMode === 'new' && (
+            <label className={style.worksheetControl}>
+              <span className={style.worksheetLabel}>New rundown name</span>
+              <Input
+                value={newRundownTitle}
+                onChange={(event) => setNewRundownTitle(event.target.value)}
+                placeholder={state.preview?.rundown.title || 'Imported rundown'}
+                aria-label='New rundown name'
+              />
+            </label>
+          )}
+        </Panel.InlineElements>
+        <Panel.InlineElements wrap='wrap'>
+          <Button onClick={onCancel} disabled={isBusy}>
+            Cancel
          </Button>
-        )}
-        <Button
-          variant={state.preview ? undefined : 'primary'}
-          onClick={handlePreviewSubmit}
-          disabled={!canPreview}
-          loading={state.loading === 'preview'}
-        >
-          <IoEye />
-          Preview import
-        </Button>
-        <Button
-          variant='primary'
-          onClick={handleApply}
-          disabled={!state.preview || isBusy}
-          loading={state.loading === 'apply'}
-        >
-          Apply import
-        </Button>
+          {onExport && (
+            <Button onClick={handleExportSubmit} disabled={!canPreview} loading={state.loading === 'export'}>
+              <IoArrowUpOutline />
+              Export
+            </Button>
+          )}
+          <Button
+            variant={state.preview ? undefined : 'primary'}
+            onClick={handlePreviewSubmit}
+            disabled={!canPreview}
+            loading={state.loading === 'preview'}
+          >
+            <IoEye />
+            Preview import
+          </Button>
+          <ApplyImportButton
+            preview={state.preview}
+            mode={importMode}
+            disabled={!state.preview || isBusy}
+            loading={state.loading === 'apply'}
+            onApply={handleApply}
+          />
+        </Panel.InlineElements>
      </Panel.InlineElements>
    </Panel.Section>
  );
@@ -1,15 +1,21 @@
-import { describe, expect, it } from 'vitest';
+import { beforeEach, describe, expect, it } from 'vitest';

 import {
  builtInFieldDefs,
  convertToImportMap,
  createDefaultFormValues,
+  defaultImportMode,
  getImportWarnings,
+  getPersistedImportMode,
+  getProvidedImportFields,
  getResolvedCustomFields,
+  isIdColumnMapped,
+  persistImportMode,
 } from '../importMapUtils';

 const cueIndex = builtInFieldDefs.findIndex((field) => field.label === 'Cue');
 const titleIndex = builtInFieldDefs.findIndex((field) => field.label === 'Title');
+const idIndex = builtInFieldDefs.findIndex((field) => field.importKey === 'id');

 describe('getImportWarnings()', () => {
  it('warns when two mappings target the same spreadsheet column', () => {
@@ -128,3 +134,64 @@ describe('convertToImportMap()', () => {
    });
  });
 });
+
+describe('getProvidedImportFields()', () => {
+  it('reports the mapped built-in and custom fields the sheet supplies', () => {
+    const values = createDefaultFormValues();
+    values.builtIn[titleIndex] = { header: 'title', enabled: true };
+    values.builtIn[cueIndex] = { header: '', enabled: false };
+    values.custom = [{ ontimeName: 'ignored', importName: 'FOH/Monitor' }];
+
+    const provided = getProvidedImportFields(convertToImportMap(values));
+
+    // enabled built-in mappings are reported as event fields, disabled ones are not
+    expect(provided.event).toContain('title');
+    expect(provided.event).not.toContain('cue');
+    // the id column is only used for matching, never overwritten
+    expect(provided.event).not.toContain('id');
+    // custom fields are reported symmetrically by their resolved Ontime name
+    expect(provided.custom).toStrictEqual(['FOH Monitor']);
+  });
+});
+
+describe('isIdColumnMapped()', () => {
+  it('is true when the ID field is enabled with a header', () => {
+    // the default form maps the ID column
+    expect(isIdColumnMapped(createDefaultFormValues())).toBe(true);
+  });
+
+  it('is false when the ID field is disabled', () => {
+    const values = createDefaultFormValues();
+    values.builtIn[idIndex] = { header: 'id', enabled: false };
+    expect(isIdColumnMapped(values)).toBe(false);
+  });
+
+  it('is false when the ID field header is blank', () => {
+    const values = createDefaultFormValues();
+    values.builtIn[idIndex] = { header: '   ', enabled: true };
+    expect(isIdColumnMapped(values)).toBe(false);
+  });
+});
+
+describe('import mode persistence', () => {
+  const sourceKey = 'excel-test';
+
+  beforeEach(() => {
+    localStorage.clear();
+  });
+
+  it('defaults to override when nothing is persisted', () => {
+    expect(getPersistedImportMode(sourceKey)).toBe('override');
+    expect(defaultImportMode).toBe('override');
+  });
+
+  it('round-trips a persisted value', () => {
+    persistImportMode(sourceKey, 'merge');
+    expect(getPersistedImportMode(sourceKey)).toBe('merge');
+  });
+
+  it('falls back to the default when the persisted value is invalid', () => {
+    persistImportMode(sourceKey, 'nonsense' as never);
+    expect(getPersistedImportMode(sourceKey)).toBe('override');
+  });
+});
@@ -1,3 +1,4 @@
+import type { ImportedFields, RundownImportMode } from 'ontime-types';
 import type { ImportMap } from 'ontime-utils';

 import { makeStageKey } from '../../../../../../common/utils/localStorage';
@@ -49,6 +50,16 @@ export function createDefaultFormValues(): ImportFormValues {
  };
 }

+/**
+ * Whether the mapping supplies an ID column. Merge matches entries by ID, so without one every
+ * imported entry gets a fresh id and nothing can reconcile with the current rundown.
+ */
+export function isIdColumnMapped(values: ImportFormValues): boolean {
+  const idIndex = builtInFieldDefs.findIndex((def) => def.importKey === 'id');
+  const field = values.builtIn[idIndex];
+  return Boolean(field?.enabled && field.header.trim());
+}
+
 function sanitiseOntimeCustomFieldLabel(importName: string): string {
  // Replace punctuation with spaces, then collapse repeated whitespace into single spaces.
  const sanitised = importName
@@ -81,6 +92,24 @@ export function getResolvedCustomFields(customFields: ImportFormValues['custom']
  });
 }

+/**
+ * Returns the fields the import map supplies — the complete description of what the incoming data
+ * provides, for both built-in and custom fields. A merge uses this to patch exactly these fields
+ * onto a matched event and keep everything else (e.g. automations) untouched.
+ * Import-map keys are OntimeEvent field names; `worksheet`/`custom` are meta and `id` is only used
+ * for matching, not overwritten.
+ */
+export function getProvidedImportFields(importMap: ImportMap): ImportedFields {
+  const event: string[] = [];
+  for (const [key, value] of Object.entries(importMap)) {
+    if (key === 'worksheet' || key === 'custom' || key === 'id') continue;
+    if (typeof value === 'string' && value.trim() !== '') {
+      event.push(key);
+    }
+  }
+  return { event, custom: Object.keys(importMap.custom) };
+}
+
 export function convertToImportMap(values: ImportFormValues): ImportMap {
  const custom = getResolvedCustomFields(values.custom).reduce<Record<string, string>>(
    (accumulator, { ontimeName, importName }) => {
@@ -130,12 +159,12 @@ function isPersistedFormValues(obj: unknown): obj is ImportFormValues {
 export function getPersistedImportState(sourceKey: string): { values: ImportFormValues; isPersisted: boolean } {
  const storageKey = getImportMapKey(sourceKey);
  try {
-    const raw = localStorage.getItem(storageKey);
-    if (!raw) {
+    const persistedData = localStorage.getItem(storageKey);
+    if (!persistedData) {
      return { values: createDefaultFormValues(), isPersisted: false };
    }

-    const parsed: unknown = JSON.parse(raw);
+    const parsed: unknown = JSON.parse(persistedData);
    if (isPersistedFormValues(parsed)) {
      return { values: parsed, isPersisted: true };
    }
@@ -150,6 +179,32 @@ export function getPersistedImportState(sourceKey: string): { values: ImportForm
  }
 }

+/**
+ * The import mode (new / merge / override) is persisted separately from the field mapping
+ * so the mapping schema guard stays untouched.
+ */
+
+/** Default import mode: replace matched elements in the current rundown */
+export const defaultImportMode: RundownImportMode = 'override';
+
+function getImportModeKey(sourceKey: string) {
+  return makeStageKey(`import-mode:${sourceKey}`);
+}
+
+/** Persists the import mode for a given source */
+export function persistImportMode(sourceKey: string, mode: RundownImportMode) {
+  localStorage.setItem(getImportModeKey(sourceKey), mode);
+}
+
+/** Reads the persisted import mode for a source, falling back to the default when absent or invalid */
+export function getPersistedImportMode(sourceKey: string): RundownImportMode {
+  const persisted = localStorage.getItem(getImportModeKey(sourceKey));
+  if (persisted === 'new' || persisted === 'merge' || persisted === 'override') {
+    return persisted;
+  }
+  return defaultImportMode;
+}
+
 /**
 * Validates import mappings and generates warnings for duplicate or missing spreadsheet columns.
 */
@@ -1,7 +1,12 @@
 import { useQuery, useQueryClient } from '@tanstack/react-query';
-import type { SpreadsheetPreviewResponse, SpreadsheetWorksheetMetadata } from 'ontime-types';
+import type {
+  ImportedFields,
+  RundownImportMode,
+  SpreadsheetPreviewResponse,
+  SpreadsheetWorksheetMetadata,
+} from 'ontime-types';
 import { millisToString } from 'ontime-utils';
-import { useCallback, useEffect, useMemo, useReducer, useRef } from 'react';
+import { useCallback, useEffect, useMemo, useReducer, useRef, useState } from 'react';
 import { useFieldArray, useForm } from 'react-hook-form';

 import { maybeAxiosError } from '../../../../../../common/api/utils';
@@ -11,8 +16,11 @@ import {
  builtInFieldDefs,
  convertToImportMap,
  getImportWarnings,
+  getPersistedImportMode,
  getPersistedImportState,
+  getProvidedImportFields,
  getResolvedCustomFields,
+  persistImportMode,
  persistImportState,
 } from './importMapUtils';
 import { deriveHeaderOptionsState } from './spreadsheetImportUtils';
@@ -100,16 +108,23 @@ function buildColumnLabels(values: ImportFormValues): string[] {

 interface UseSheetImportFormProps {
  sourceKey: string;
+  defaultRundownName: string;
  worksheetNames: string[];
  initialMetadata: SpreadsheetWorksheetMetadata | null;
  loadMetadata: (worksheet: string) => Promise<SpreadsheetWorksheetMetadata>;
  previewImport: (importMap: ReturnType<typeof convertToImportMap>) => Promise<SpreadsheetPreviewResponse>;
-  onApply: (preview: SpreadsheetPreviewResponse) => Promise<void>;
+  onApply: (
+    preview: SpreadsheetPreviewResponse,
+    mode: RundownImportMode,
+    newRundownTitle: string,
+    providedFields: ImportedFields,
+  ) => Promise<void>;
  onExport?: (importMap: ReturnType<typeof convertToImportMap>) => Promise<void>;
 }

 export function useSheetImportForm({
  sourceKey,
+  defaultRundownName,
  worksheetNames,
  initialMetadata,
  loadMetadata,
@@ -170,6 +185,8 @@ export function useSheetImportForm({
  const columnLabels = buildColumnLabels(values);

  const [state, dispatch] = useReducer(importReducer, initialImportState);
+  const [importMode, setImportMode] = useState<RundownImportMode>(() => getPersistedImportMode(sourceKey));
+  const [newRundownTitle, setNewRundownTitle] = useState(defaultRundownName);
  const warnings = getImportWarnings(values, headers);
  const warningCount = Object.values(warnings).filter(Boolean).length;
  const previewRef = useRef<SpreadsheetPreviewResponse | null>(null);
@@ -182,6 +199,12 @@ export function useSheetImportForm({
    dispatch({ type: 'reset' });
  }, [initialFormValues, reset]);

+  // Update import mode and rundown name if the source changes
+  useEffect(() => {
+    setImportMode(getPersistedImportMode(sourceKey));
+    setNewRundownTitle(defaultRundownName);
+  }, [sourceKey, defaultRundownName]);
+
  // Keep the worksheet selection valid if the available worksheets change underneath the form.
  useEffect(() => {
    if (worksheetNames.length === 0) return;
@@ -241,13 +264,15 @@ export function useSheetImportForm({

    try {
      dispatch({ type: 'startApply' });
-      await onApply(state.preview);
+      const providedFields = getProvidedImportFields(convertToImportMap(getValues()));
+      await onApply(state.preview, importMode, newRundownTitle, providedFields);
      persistImportState(sourceKey, getValues());
+      persistImportMode(sourceKey, importMode);
      dispatch({ type: 'applySuccess' });
    } catch (error) {
      dispatch({ type: 'failure', error: maybeAxiosError(error) });
    }
-  }, [getValues, onApply, sourceKey, state.preview]);
+  }, [getValues, importMode, newRundownTitle, onApply, sourceKey, state.preview]);

  const handleExport = useCallback(
    async (formValues: ImportFormValues) => {
@@ -300,6 +325,10 @@ export function useSheetImportForm({
    isBusy,
    canPreview,
    displayError,
+    importMode,
+    setImportMode,
+    newRundownTitle,
+    setNewRundownTitle,
    handlePreviewSubmit: handleSubmit(handlePreview),
    handleExportSubmit: handleSubmit(handleExport),
    handleApply,
@@ -1,30 +1,17 @@
-import { useQueryClient } from '@tanstack/react-query';
-import { CustomFields, ProjectRundowns } from 'ontime-types';
+import { RundownImportPayload } from 'ontime-types';
 import { useCallback } from 'react';

-import { CUSTOM_FIELDS, RUNDOWN } from '../../../../../common/api/constants';
-import { patchData } from '../../../../../common/api/db';
+import { importRundownWithOptions } from '../../../../../common/api/rundown';

 export default function useSpreadsheetImport() {
-  const queryClient = useQueryClient();
-
-  /** applies rundown and customFields to current project */
-  const importRundown = useCallback(
-    async (rundowns: ProjectRundowns, customFields: CustomFields) => {
-      await patchData({ rundowns, customFields });
-      // we are unable to optimistically set the rundown since we need
-      // it to be normalised
-      await queryClient.invalidateQueries({
-        queryKey: RUNDOWN,
-      });
-      await queryClient.invalidateQueries({
-        queryKey: CUSTOM_FIELDS,
-      });
-    },
-    [queryClient],
-  );
+  /** applies a spreadsheet import: override or merge into the current rundown, or create a new one */
+  const applyImport = useCallback(async (payload: RundownImportPayload) => {
+    // the backend broadcasts a refetch once the rundown is parsed and applied, so the caches update
+    // through that single path rather than racing it with an optimistic write from here
+    await importRundownWithOptions(payload);
+  }, []);

  return {
-    importRundown,
+    applyImport,
  };
 }
@@ -15,7 +15,7 @@ function EditorLayoutOptions() {
      {
        type: 'item',
        label: 'Planning',
-        description: 'Edit-focused list with planning stats',
+        description: 'Edit focused list with planning stats',
        icon: layoutMode === EditorLayoutMode.PLANNING ? IoCheckmark : undefined,
        onClick: () => setLayoutMode(EditorLayoutMode.PLANNING),
      },