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.
This commit is contained in:
HotSwapp
2025-10-13 14:04:35 -05:00
parent 4cd35c66fd
commit 2e2380552e
32 changed files with 194632 additions and 9 deletions

View File

@@ -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