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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.
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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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data-import/pension_results_0bb74540-b18b-4caa-a379-bde4bd4ad098.csv Normal file
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Accrued,Start_Age,COLA,Withdrawal,Pre_DR,Post_DR,Tax_Rate,Age,Years_From,Life_Exp,EV_Monthly,Payments,Pay_Out,Fund_Value,PV,Mortality,PV_AM,PV_AMT,PV_Pre_DB,PV_Annuity,WV_AT,PV_Plan,Years_Married,Years_Service,Marr_Per,Marr_Amt
1 Accrued Start_Age COLA Withdrawal Pre_DR Post_DR Tax_Rate Age Years_From Life_Exp EV_Monthly Payments Pay_Out Fund_Value PV Mortality PV_AM PV_AMT PV_Pre_DB PV_Annuity WV_AT PV_Plan Years_Married Years_Service Marr_Per Marr_Amt