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

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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
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40
app/templates/rolodex_edit.html
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@@ -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 '' }}">