Customer 360: extended Client fields, auto-migrate, updated Rolodex CRUD/templates, QDRO routes/views, importer mapping

QDRO links appear in rolodex_view.html case rows and case.html header when QDRO data exists, matching legacy flows.

app/database.py

@@ -105,6 +105,40 @@ def create_tables() -> None:
         except Exception:
             pass
 
+    # Lightweight migration: ensure new client columns exist (SQLite safe)
+    try:
+        inspector = inspect(engine)
+        client_cols = {col['name'] for col in inspector.get_columns('clients')}
+        client_required_sql = {
+            'prefix': 'ALTER TABLE clients ADD COLUMN prefix VARCHAR(20)',
+            'middle_name': 'ALTER TABLE clients ADD COLUMN middle_name VARCHAR(50)',
+            'suffix': 'ALTER TABLE clients ADD COLUMN suffix VARCHAR(20)',
+            'title': 'ALTER TABLE clients ADD COLUMN title VARCHAR(100)',
+            'group': 'ALTER TABLE clients ADD COLUMN "group" VARCHAR(50)',
+            'email': 'ALTER TABLE clients ADD COLUMN email VARCHAR(255)',
+            'dob': 'ALTER TABLE clients ADD COLUMN dob DATE',
+            'ssn': 'ALTER TABLE clients ADD COLUMN ssn VARCHAR(20)',
+            'legal_status': 'ALTER TABLE clients ADD COLUMN legal_status VARCHAR(50)',
+            'memo': 'ALTER TABLE clients ADD COLUMN memo TEXT'
+        }
+        client_alters = []
+        for col_name, ddl in client_required_sql.items():
+            if col_name not in client_cols:
+                client_alters.append(ddl)
+        if client_alters:
+            with engine.begin() as conn:
+                for ddl in client_alters:
+                    conn.execute(text(ddl))
+    except Exception as e:
+        try:
+            from .logging_config import setup_logging
+            import structlog
+            setup_logging()
+            _logger = structlog.get_logger(__name__)
+            _logger.warning("sqlite_migration_clients_failed", error=str(e))
+        except Exception:
+            pass
+
     # Seed default admin user after creating tables
     try:
         from .auth import seed_admin_user

app/main.py

@@ -29,7 +29,7 @@ import structlog
 from structlog import contextvars as structlog_contextvars
 
 from .database import create_tables, get_db, get_database_url
-from .models import User, Case, Client, Phone, Transaction, Document, Payment, ImportLog
+from .models import User, Case, Client, Phone, Transaction, Document, Payment, ImportLog, Qdros
 from .auth import authenticate_user, get_current_user_from_session
 from .reporting import (
     build_phone_book_pdf,
@@ -633,16 +633,37 @@ def import_rolodex_data(db: Session, file_path: str) -> Dict[str, Any]:
                         result['errors'].append(f"Row {row_num}: Client with ID '{rolodex_id}' already exists")
                         continue
 
+                    # Parse DOB (YYYY-MM-DD or MM/DD/YY variants)
+                    dob_raw = row.get('DOB', '').strip()
+                    dob_val = None
+                    for fmt in ("%Y-%m-%d", "%m/%d/%Y", "%m/%d/%y"):
+                        if not dob_raw:
+                            break
+                        try:
+                            dob_val = datetime.strptime(dob_raw, fmt).date()
+                            break
+                        except ValueError:
+                            continue
+
                     client = Client(
                         rolodex_id=rolodex_id,
+                        prefix=row.get('Prefix', '').strip() or None,
                         first_name=row.get('First', '').strip() or None,
-                        middle_initial=row.get('Middle', '').strip() or None,
+                        middle_name=row.get('Middle', '').strip() or None,
                         last_name=row.get('Last', '').strip() or None,
+                        suffix=row.get('Suffix', '').strip() or None,
+                        title=row.get('Title', '').strip() or None,
                         company=row.get('Title', '').strip() or None,
                         address=row.get('A1', '').strip() or None,
                         city=row.get('City', '').strip() or None,
-                        state=row.get('St', '').strip() or None,
-                        zip_code=row.get('Zip', '').strip() or None
+                        state=(row.get('Abrev', '').strip() or row.get('St', '').strip() or None),
+                        zip_code=row.get('Zip', '').strip() or None,
+                        group=row.get('Group', '').strip() or None,
+                        email=row.get('Email', '').strip() or None,
+                        dob=dob_val,
+                        ssn=row.get('SS#', '').strip() or None,
+                        legal_status=row.get('Legal_Status', '').strip() or None,
+                        memo=row.get('Memo', '').strip() or None,
                     )
 
                     db.add(client)
@@ -2298,6 +2319,9 @@ async def case_detail(
 
     logger.info("case_detail", case_id=case_obj.id, file_no=case_obj.file_no)
 
+    # Determine if QDRO entries exist for this case's file number
+    has_qdro = db.query(Qdros).filter(Qdros.file_no == case_obj.file_no).count() > 0
+
     # Get any errors from session and clear them
     errors = request.session.pop("case_update_errors", None)
 
@@ -2322,6 +2346,7 @@ async def case_detail(
             "saved": saved,
             "errors": errors or [],
             "totals": totals,
+            "has_qdro": has_qdro,
         },
     )
 
@@ -2658,13 +2683,23 @@ async def rolodex_view(client_id: int, request: Request, db: Session = Depends(g
 @app.post("/rolodex/create")
 async def rolodex_create(
     request: Request,
+    prefix: str = Form(None),
     first_name: str = Form(None),
+    middle_name: str = Form(None),
     last_name: str = Form(None),
+    suffix: str = Form(None),
+    title: str = Form(None),
     company: str = Form(None),
     address: str = Form(None),
     city: str = Form(None),
     state: str = Form(None),
     zip_code: str = Form(None),
+    group: str = Form(None),
+    email: str = Form(None),
+    dob: str = Form(None),
+    ssn: str = Form(None),
+    legal_status: str = Form(None),
+    memo: str = Form(None),
     rolodex_id: str = Form(None),
     db: Session = Depends(get_db),
 ):
@@ -2672,14 +2707,32 @@ async def rolodex_create(
     if not user:
         return RedirectResponse(url="/login", status_code=302)
 
+    # Parse date
+    dob_dt = None
+    if dob and dob.strip():
+        try:
+            dob_dt = datetime.strptime(dob.strip(), "%Y-%m-%d").date()
+        except ValueError:
+            dob_dt = None
+
     client = Client(
+        prefix=(prefix or "").strip() or None,
         first_name=(first_name or "").strip() or None,
+        middle_name=(middle_name or "").strip() or None,
         last_name=(last_name or "").strip() or None,
+        suffix=(suffix or "").strip() or None,
+        title=(title or "").strip() or None,
         company=(company or "").strip() or None,
         address=(address or "").strip() or None,
         city=(city or "").strip() or None,
         state=(state or "").strip() or None,
         zip_code=(zip_code or "").strip() or None,
+        group=(group or "").strip() or None,
+        email=(email or "").strip() or None,
+        dob=dob_dt,
+        ssn=(ssn or "").strip() or None,
+        legal_status=(legal_status or "").strip() or None,
+        memo=(memo or "").strip() or None,
         rolodex_id=(rolodex_id or "").strip() or None,
     )
     db.add(client)
@@ -2693,13 +2746,23 @@ async def rolodex_create(
 async def rolodex_update(
     client_id: int,
     request: Request,
+    prefix: str = Form(None),
     first_name: str = Form(None),
+    middle_name: str = Form(None),
     last_name: str = Form(None),
+    suffix: str = Form(None),
+    title: str = Form(None),
     company: str = Form(None),
     address: str = Form(None),
     city: str = Form(None),
     state: str = Form(None),
     zip_code: str = Form(None),
+    group: str = Form(None),
+    email: str = Form(None),
+    dob: str = Form(None),
+    ssn: str = Form(None),
+    legal_status: str = Form(None),
+    memo: str = Form(None),
     rolodex_id: str = Form(None),
     db: Session = Depends(get_db),
 ):
@@ -2711,13 +2774,27 @@ async def rolodex_update(
     if not client:
         raise HTTPException(status_code=404, detail="Client not found")
 
+    client.prefix = (prefix or "").strip() or None
     client.first_name = (first_name or "").strip() or None
+    client.middle_name = (middle_name or "").strip() or None
     client.last_name = (last_name or "").strip() or None
+    client.suffix = (suffix or "").strip() or None
+    client.title = (title or "").strip() or None
     client.company = (company or "").strip() or None
     client.address = (address or "").strip() or None
     client.city = (city or "").strip() or None
     client.state = (state or "").strip() or None
     client.zip_code = (zip_code or "").strip() or None
+    client.group = (group or "").strip() or None
+    client.email = (email or "").strip() or None
+    if dob and dob.strip():
+        try:
+            client.dob = datetime.strptime(dob.strip(), "%Y-%m-%d").date()
+        except ValueError:
+            pass
+    client.ssn = (ssn or "").strip() or None
+    client.legal_status = (legal_status or "").strip() or None
+    client.memo = (memo or "").strip() or None
     client.rolodex_id = (rolodex_id or "").strip() or None
 
     db.commit()
@@ -3625,3 +3702,67 @@ async def api_list_ledger(
         items=items,
         pagination=Pagination(page=page, page_size=page_size, total=total, total_pages=total_pages),
     )
+
+# ------------------------------
+# QDRO Views
+# ------------------------------
+
+@app.get("/qdro/{file_no}")
+async def qdro_versions(
+    request: Request,
+    file_no: str,
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    versions = (
+        db.query(Qdros)
+        .filter(Qdros.file_no == file_no)
+        .order_by(Qdros.version.asc())
+        .all()
+    )
+    return templates.TemplateResponse(
+        "qdro.html",
+        {
+            "request": request,
+            "user": user,
+            "file_no": file_no,
+            "versions": versions,
+            "qdro": None,
+        },
+    )
+
+
+@app.get("/qdro/{file_no}/{version}")
+async def qdro_detail(
+    request: Request,
+    file_no: str,
+    version: str,
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    q = db.query(Qdros).filter(Qdros.file_no == file_no, Qdros.version == version).first()
+    if not q:
+        return RedirectResponse(url=f"/qdro/{file_no}", status_code=302)
+
+    versions = (
+        db.query(Qdros)
+        .filter(Qdros.file_no == file_no)
+        .order_by(Qdros.version.asc())
+        .all()
+    )
+    return templates.TemplateResponse(
+        "qdro.html",
+        {
+            "request": request,
+            "user": user,
+            "file_no": file_no,
+            "versions": versions,
+            "qdro": q,
+        },
+    )

app/models.py

@@ -42,9 +42,20 @@ class Client(Base):
 
     id = Column(Integer, primary_key=True, index=True)
     rolodex_id = Column(String(20), unique=True, index=True)
+    # Name and identity fields (modernized)
+    prefix = Column(String(20))
     last_name = Column(String(50))
     first_name = Column(String(50))
     middle_initial = Column(String(10))
+    middle_name = Column(String(50))
+    suffix = Column(String(20))  # Jr, Sr, etc.
+    title = Column(String(100))  # Job/role title
+    group = Column(String(50))   # Legacy rolodex group
+    email = Column(String(255))
+    dob = Column(Date)
+    ssn = Column(String(20))
+    legal_status = Column(String(50))
+    memo = Column(Text)
     company = Column(String(100))
     address = Column(String(255))
     city = Column(String(50))

app/templates/case.html

@@ -130,6 +130,11 @@ Case {{ case.file_no if case else '' }} · Delphi Database
                             </button>
                         </form>
                     {% endif %}
+                    {% if has_qdro %}
+                        <a class="btn btn-sm btn-outline-secondary" href="/qdro/{{ case.file_no }}">
+                            QDRO
+                        </a>
+                    {% endif %}
                 </div>
             </div>
             <div class="card-body">

app/templates/qdro.html

@@ -0,0 +1,75 @@
+{% extends "base.html" %}
+
+{% block title %}QDRO · {{ file_no }}{% if qdro %} · {{ qdro.version }}{% endif %} · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3">
+  <div class="col-12 d-flex align-items-center">
+    <a class="btn btn-sm btn-outline-secondary me-2" href="/dashboard">
+      <i class="bi bi-arrow-left"></i>
+      Back
+    </a>
+    <h2 class="mb-0">QDRO</h2>
+    <div class="ms-auto">
+      <a class="btn btn-sm btn-outline-secondary" href="/qdro/{{ file_no }}">All Versions</a>
+    </div>
+  </div>
+
+  <div class="col-md-4">
+    <div class="card h-100">
+      <div class="card-header">Versions</div>
+      <div class="card-body p-0">
+        <div class="list-group list-group-flush">
+          {% if versions and versions|length > 0 %}
+            {% for v in versions %}
+              <a class="list-group-item list-group-item-action d-flex justify-content-between align-items-center" href="/qdro/{{ v.file_no }}/{{ v.version }}">
+                <span>Version {{ v.version }}</span>
+                <i class="bi bi-chevron-right"></i>
+              </a>
+            {% endfor %}
+          {% else %}
+            <div class="list-group-item text-muted">No QDRO versions for this file.</div>
+          {% endif %}
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <div class="col-md-8">
+    <div class="card h-100">
+      <div class="card-header">Details</div>
+      <div class="card-body">
+        {% if qdro %}
+          <div class="row mb-3">
+            <div class="col-md-6"><div class="text-muted small">File #</div><div class="fw-semibold">{{ qdro.file_no }}</div></div>
+            <div class="col-md-6"><div class="text-muted small">Version</div><div class="fw-semibold">{{ qdro.version }}</div></div>
+          </div>
+          <div class="row mb-3">
+            <div class="col-md-6"><div class="text-muted small">Plan Id</div><div>{{ qdro.plan_id or '' }}</div></div>
+            <div class="col-md-6"><div class="text-muted small">Case Number</div><div>{{ qdro.case_number or '' }}</div></div>
+          </div>
+          <div class="row mb-3">
+            <div class="col-md-6"><div class="text-muted small">Case Type</div><div>{{ qdro.case_type or '' }}</div></div>
+            <div class="col-md-6"><div class="text-muted small">Section</div><div>{{ qdro.section or '' }}</div></div>
+          </div>
+          <div class="row mb-3">
+            <div class="col-md-6"><div class="text-muted small">Judgment Date</div><div>{{ qdro.judgment_date if qdro.judgment_date else '' }}</div></div>
+            <div class="col-md-6"><div class="text-muted small">Valuation Date</div><div>{{ qdro.valuation_date if qdro.valuation_date else '' }}</div></div>
+          </div>
+          <div class="row mb-3">
+            <div class="col-md-6"><div class="text-muted small">Married On</div><div>{{ qdro.married_on if qdro.married_on else '' }}</div></div>
+            <div class="col-md-6"><div class="text-muted small">Percent Awarded</div><div>{{ qdro.percent_awarded or '' }}</div></div>
+          </div>
+          <div class="row mb-3">
+            <div class="col-md-12"><div class="text-muted small">Judge</div><div>{{ qdro.judge or '' }}</div></div>
+          </div>
+        {% else %}
+          <div class="text-muted">Select a version on the left to view details.</div>
+        {% endif %}
+      </div>
+    </div>
+  </div>
+</div>
+{% endblock %}
+
+

app/templates/rolodex_edit.html

@@ -18,6 +18,10 @@
         <form method="post" action="{{ '/rolodex/create' if not client else '/rolodex/' ~ client.id ~ '/update' }}">
           <div class="mb-2 text-muted small" id="fieldHelp" aria-live="polite">Focus a field to see help.</div>
           <div class="row g-3">
+            <div class="col-md-2">
+              <label for="prefix" class="form-label">Prefix</label>
+              <input type="text" class="form-control" id="prefix" name="prefix" value="{{ client.prefix if client else '' }}">
+            </div>
             <div class="col-md-4">
               <label for="last_name" class="form-label">Last Name</label>
               <input type="text" class="form-control" id="last_name" name="last_name" data-help="Client last name (surname)." value="{{ client.last_name if client else '' }}">
@@ -26,6 +30,18 @@
               <label for="first_name" class="form-label">First Name</label>
               <input type="text" class="form-control" id="first_name" name="first_name" data-help="Client given name." value="{{ client.first_name if client else '' }}">
             </div>
+            <div class="col-md-4">
+              <label for="middle_name" class="form-label">Middle</label>
+              <input type="text" class="form-control" id="middle_name" name="middle_name" value="{{ client.middle_name if client else '' }}">
+            </div>
+            <div class="col-md-2">
+              <label for="suffix" class="form-label">Suffix</label>
+              <input type="text" class="form-control" id="suffix" name="suffix" placeholder="Jr/Sr" value="{{ client.suffix if client else '' }}">
+            </div>
+            <div class="col-md-4">
+              <label for="title" class="form-label">Title</label>
+              <input type="text" class="form-control" id="title" name="title" value="{{ client.title if client else '' }}">
+            </div>
             <div class="col-md-4">
               <label for="company" class="form-label">Company</label>
               <input type="text" class="form-control" id="company" name="company" data-help="Organization or employer (optional)." value="{{ client.company if client else '' }}">
@@ -48,6 +64,30 @@
               <input type="text" class="form-control" id="zip_code" name="zip_code" data-help="5-digit ZIP or ZIP+4." value="{{ client.zip_code if client else '' }}">
             </div>
 
+            <div class="col-md-3">
+              <label for="group" class="form-label">Group</label>
+              <input type="text" class="form-control" id="group" name="group" value="{{ client.group if client else '' }}">
+            </div>
+            <div class="col-md-4">
+              <label for="email" class="form-label">Email</label>
+              <input type="email" class="form-control" id="email" name="email" value="{{ client.email if client else '' }}">
+            </div>
+            <div class="col-md-2">
+              <label for="dob" class="form-label">DOB</label>
+              <input type="date" class="form-control" id="dob" name="dob" value="{{ client.dob.strftime('%Y-%m-%d') if client and client.dob else '' }}">
+            </div>
+            <div class="col-md-3">
+              <label for="ssn" class="form-label">SS#</label>
+              <input type="text" class="form-control" id="ssn" name="ssn" value="{{ client.ssn if client else '' }}">
+            </div>
+            <div class="col-md-4">
+              <label for="legal_status" class="form-label">Legal Status</label>
+              <input type="text" class="form-control" id="legal_status" name="legal_status" value="{{ client.legal_status if client else '' }}">
+            </div>
+            <div class="col-12">
+              <label for="memo" class="form-label">Memo / Notes</label>
+              <textarea class="form-control" id="memo" name="memo" rows="3">{{ client.memo if client else '' }}</textarea>
+            </div>
             <div class="col-md-4">
               <label for="rolodex_id" class="form-label">Legacy Rolodex Id</label>
               <input type="text" class="form-control" id="rolodex_id" name="rolodex_id" data-help="Legacy ID used for migration and lookup; may be alphanumeric." value="{{ client.rolodex_id if client else '' }}">

app/templates/rolodex_view.html

@@ -23,7 +23,7 @@
         <div class="row mb-3">
           <div class="col-md-4">
             <div class="text-muted small">Name</div>
-            <div class="fw-semibold">{{ client.last_name or '' }}, {{ client.first_name or '' }}</div>
+            <div class="fw-semibold">{{ client.prefix or '' }} {{ client.first_name or '' }} {{ client.middle_name or '' }} {{ client.last_name or '' }} {{ client.suffix or '' }}</div>
           </div>
           <div class="col-md-4">
             <div class="text-muted small">Company</div>
@@ -52,6 +52,34 @@
             <div>{{ client.zip_code or '' }}</div>
           </div>
         </div>
+        <div class="row mb-3">
+          <div class="col-md-3">
+            <div class="text-muted small">Group</div>
+            <div>{{ client.group or '' }}</div>
+          </div>
+          <div class="col-md-3">
+            <div class="text-muted small">Email</div>
+            <div>{{ client.email or '' }}</div>
+          </div>
+          <div class="col-md-3">
+            <div class="text-muted small">DOB</div>
+            <div>{{ client.dob.strftime('%Y-%m-%d') if client.dob else '' }}</div>
+          </div>
+          <div class="col-md-3">
+            <div class="text-muted small">SS#</div>
+            <div>{{ client.ssn or '' }}</div>
+          </div>
+        </div>
+        <div class="row mb-3">
+          <div class="col-md-3">
+            <div class="text-muted small">Legal Status</div>
+            <div>{{ client.legal_status or '' }}</div>
+          </div>
+          <div class="col-md-9">
+            <div class="text-muted small">Memo / Notes</div>
+            <div>{{ client.memo or '' }}</div>
+          </div>
+        </div>
 
         <div class="d-flex gap-2">
           <a class="btn btn-primary" href="/rolodex/{{ client.id }}/edit">
@@ -121,7 +149,15 @@
 
   <div class="col-lg-6">
     <div class="card h-100">
-      <div class="card-header">Related Cases</div>
+      <div class="card-header d-flex justify-content-between align-items-center">
+        <span>Related Cases</span>
+        <div class="btn-group btn-group-sm" role="group" aria-label="Case filters">
+          {% set status_filter = request.query_params.get('status') or 'all' %}
+          <a class="btn btn-outline-secondary {% if status_filter == 'all' %}active{% endif %}" href="?status=all">All</a>
+          <a class="btn btn-outline-secondary {% if status_filter == 'open' %}active{% endif %}" href="?status=open">Open</a>
+          <a class="btn btn-outline-secondary {% if status_filter == 'closed' %}active{% endif %}" href="?status=closed">Closed</a>
+        </div>
+      </div>
       <div class="card-body p-0">
         <div class="table-responsive">
           <table class="table table-sm mb-0 align-middle">
@@ -131,23 +167,34 @@
                 <th>Description</th>
                 <th style="width: 90px;">Status</th>
                 <th style="width: 110px;">Opened</th>
-                <th class="text-end" style="width: 110px;">Actions</th>
+                <th class="text-end" style="width: 150px;">Actions</th>
               </tr>
             </thead>
             <tbody>
               {% if client.cases and client.cases|length > 0 %}
                 {% for c in client.cases %}
+                {% if status_filter == 'all' or (status_filter == 'open' and (c.status != 'closed')) or (status_filter == 'closed' and c.status == 'closed') %}
                 <tr>
                   <td>{{ c.file_no }}</td>
                   <td>{{ c.description or '' }}</td>
-                  <td>{{ c.status or '' }}</td>
+                  <td>
+                    {% if c.status == 'closed' %}
+                      <span class="badge bg-secondary">Closed</span>
+                    {% else %}
+                      <span class="badge bg-success">Open</span>
+                    {% endif %}
+                  </td>
                   <td>{{ c.open_date.strftime('%Y-%m-%d') if c.open_date else '' }}</td>
                   <td class="text-end">
                     <a class="btn btn-sm btn-outline-primary" href="/case/{{ c.id }}">
                       <i class="bi bi-folder2-open"></i>
                     </a>
+                    <a class="btn btn-sm btn-outline-secondary" href="/qdro/{{ c.file_no }}">
+                      QDRO
+                    </a>
                   </td>
                 </tr>
+                {% endif %}
                 {% endfor %}
               {% else %}
                 <tr><td colspan="5" class="text-center text-muted py-3">No related cases.</td></tr>