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.
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HotSwapp
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rolodex.html
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332
rolodex.html
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>Rolodex · Delphi Database</title>
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<!-- Bootstrap 5 CSS CDN -->
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<!-- Bootstrap Icons -->
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<link href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css" rel="stylesheet">
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<!-- Custom CSS -->
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<link href="http://localhost:8000/static/css/custom.css" rel="stylesheet">
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</head>
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<body class="">
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<nav class="navbar navbar-expand-lg navbar-dark bg-primary">
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<div class="container-fluid">
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<a class="navbar-brand" href="/">
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Delphi Database
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</a>
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<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav" aria-controls="navbarNav" aria-expanded="false" aria-label="Toggle navigation">
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<span class="navbar-toggler-icon"></span>
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</button>
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<div class="collapse navbar-collapse" id="navbarNav">
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<ul class="navbar-nav me-auto">
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<li class="nav-item">
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<a class="nav-link " href="/">Home</a>
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</li>
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<li class="nav-item">
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<a class="nav-link " href="/dashboard">Dashboard</a>
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</li>
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<li class="nav-item">
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<a class="nav-link active" href="/rolodex">Rolodex</a>
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</li>
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<li class="nav-item">
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<a class="nav-link " href="/payments">Payments</a>
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</li>
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<li class="nav-item">
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<a class="nav-link " href="/admin">Admin</a>
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</li>
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</ul>
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<ul class="navbar-nav">
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<li class="nav-item dropdown">
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<a class="nav-link dropdown-toggle" href="#" id="userDropdown" role="button" data-bs-toggle="dropdown" aria-expanded="false">
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<i class="bi bi-person-circle me-1"></i>admin
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</a>
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<ul class="dropdown-menu" aria-labelledby="userDropdown">
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<li><a class="dropdown-item" href="/profile">Profile</a></li>
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<li><hr class="dropdown-divider"></li>
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<li><a class="dropdown-item" href="/logout">Logout</a></li>
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</ul>
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</li>
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</ul>
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</div>
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</div>
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</nav>
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<!-- Main Content -->
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<main class="container-fluid mt-4">
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<div class="row g-3 align-items-center mb-3">
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<div class="col-auto">
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<h2 class="mb-0">Rolodex</h2>
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</div>
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<div class="col ms-auto">
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<form class="row g-2" method="get" action="/rolodex">
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<div class="col-md">
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<input class="form-control" type="search" name="q" placeholder="Search name or company" aria-label="Search" value="">
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</div>
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<div class="col-md">
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<input class="form-control" type="search" name="phone" placeholder="Phone contains" aria-label="Phone" value="">
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</div>
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<div class="col-auto">
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<input type="hidden" name="page_size" value="5">
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<button class="btn btn-outline-primary" type="submit">
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<i class="bi bi-search me-1"></i>Search
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</button>
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</div>
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<div class="col-auto">
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<a class="btn btn-outline-secondary" href="/rolodex">
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<i class="bi bi-x-circle me-1"></i>Clear
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</a>
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</div>
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<div class="col-auto">
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<a class="btn btn-primary" href="/rolodex/new">
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<i class="bi bi-plus-lg me-1"></i>New Client
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</a>
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</div>
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</form>
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</div>
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<div class="col-12 text-muted small">
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Showing 1–5 of 52076
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</div>
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<div class="col-12">
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<div class="table-responsive">
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<form method="post" action="/reports/phone-book" class="js-answer-table">
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<table class="table table-hover align-middle">
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<thead class="table-light">
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<tr>
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<th style="width: 40px;"><input class="form-check-input js-select-all" type="checkbox"></th>
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<th width="220">Name</th>
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<th>Company</th>
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<th>Address</th>
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<th>City</th>
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<th width="80">State</th>
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<th width="110">ZIP</th>
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<th width="200">Phones</th>
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<th width="140" class="text-end">Actions</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><input class="form-check-input" type="checkbox" name="client_ids" value="47"></td>
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<td><span class="fw-semibold">AMERICAN BAR ASSOCIATION, </span></td>
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<td></td>
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<td>DEPT 1551, 135 S LASALLE</td>
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<td>Chicago</td>
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<td>IL</td>
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<td>60674-1551</td>
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<td>
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<span class="text-muted">—</span>
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</td>
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<td class="text-end">
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<a class="btn btn-sm btn-outline-primary" href="/rolodex/47">
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<i class="bi bi-person-lines-fill me-1"></i>View
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</a>
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</td>
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</tr>
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<tr>
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<td><input class="form-check-input" type="checkbox" name="client_ids" value="31"></td>
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<td><span class="fw-semibold">Aagerup, Lisa</span></td>
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<td></td>
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<td>N76 W30708 County Road VV</td>
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<td>Hartland</td>
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<td>WI</td>
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<td>53029</td>
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<td>
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<span class="badge bg-light text-dark me-1">1-262-548-8908</span>
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</td>
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<td class="text-end">
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<a class="btn btn-sm btn-outline-primary" href="/rolodex/31">
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<i class="bi bi-person-lines-fill me-1"></i>View
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</a>
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</td>
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</tr>
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<tr>
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<td><input class="form-check-input" type="checkbox" name="client_ids" value="32"></td>
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<td><span class="fw-semibold">Aagerup, Michael</span></td>
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<td></td>
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<td>N67 W29102 Old Oak Lane</td>
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<td>Hartland</td>
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<td>WI</td>
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<td>53029</td>
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<td>
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<span class="text-muted">—</span>
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</td>
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<td class="text-end">
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<a class="btn btn-sm btn-outline-primary" href="/rolodex/32">
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<i class="bi bi-person-lines-fill me-1"></i>View
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</a>
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</td>
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</tr>
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<tr>
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<td><input class="form-check-input" type="checkbox" name="client_ids" value="33"></td>
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<td><span class="fw-semibold">Aaholm, John</span></td>
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<td></td>
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<td>1420 S. Riverview Lane</td>
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<td>Appleton</td>
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<td>WI</td>
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<td>54915</td>
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<td>
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<span class="text-muted">—</span>
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</td>
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<td class="text-end">
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<a class="btn btn-sm btn-outline-primary" href="/rolodex/33">
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<i class="bi bi-person-lines-fill me-1"></i>View
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</a>
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</td>
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</tr>
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<tr>
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<td><input class="form-check-input" type="checkbox" name="client_ids" value="34"></td>
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<td><span class="fw-semibold">Aaholm, Shelley</span></td>
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<td></td>
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<td>1420 S. Riverview Lane</td>
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<td>Appleton</td>
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<td>WI</td>
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<td>54915</td>
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<td>
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<span class="badge bg-light text-dark me-1">1-920-460-0527</span>
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</td>
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<td class="text-end">
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<a class="btn btn-sm btn-outline-primary" href="/rolodex/34">
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<i class="bi bi-person-lines-fill me-1"></i>View
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</a>
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</td>
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</tr>
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</tbody>
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</table>
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</form>
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<div class="d-flex gap-2 mb-2">
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<button type="submit" class="btn btn-outline-secondary">
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<i class="bi bi-journal-text me-1"></i>Phone Book (Selected)
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</button>
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<a class="btn btn-outline-secondary" href="/reports/phone-book?format=csv">
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<i class="bi bi-filetype-csv me-1"></i>Phone Book CSV (Current Filter)
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</a>
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<a class="btn btn-outline-secondary js-submit-to" data-action="/reports/phone-book-address" href="#">
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<i class="bi bi-journal-text me-1"></i>Phone+Address (Selected)
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</a>
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<a class="btn btn-outline-secondary js-submit-to" data-action="/reports/envelope" href="#">
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<i class="bi bi-envelope me-1"></i>Envelope (Selected)
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</a>
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<a class="btn btn-outline-secondary js-submit-to" data-action="/reports/rolodex-info" href="#">
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<i class="bi bi-card-text me-1"></i>Rolodex Info (Selected)
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</a>
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</div>
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</div>
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</div>
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<div class="col-12">
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<nav aria-label="Pagination">
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<ul class="pagination mb-0">
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<li class="page-item disabled">
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<a class="page-link" href="/rolodex?page=1&page_size=5" aria-label="Previous">
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<span aria-hidden="true">«</span>
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</a>
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</li>
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<li class="page-item active">
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<a class="page-link" href="/rolodex?page=1&page_size=5">1</a>
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</li>
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<li class="page-item ">
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<a class="page-link" href="/rolodex?page=2&page_size=5">2</a>
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</li>
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<li class="page-item ">
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<a class="page-link" href="/rolodex?page=3&page_size=5">3</a>
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</li>
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<li class="page-item ">
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<a class="page-link" href="/rolodex?page=2&page_size=5" aria-label="Next">
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<span aria-hidden="true">»</span>
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</a>
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</li>
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</ul>
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</nav>
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</div>
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</div>
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</main>
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<!-- Footer -->
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<footer class="bg-light text-center text-muted mt-5 py-3">
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<div class="container">
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<small>© 2025 Delphi Database. All rights reserved.</small>
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</div>
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</footer>
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<!-- Bootstrap 5 JS Bundle CDN -->
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<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
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<!-- Custom JS -->
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<script src="http://localhost:8000/static/js/custom.js"></script>
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</body>
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</html>
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