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

@@ -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))