From 2e7e9693c581149ec86c958c1b076ab39df06b51 Mon Sep 17 00:00:00 2001 From: HotSwapp <47397945+HotSwapp@users.noreply.github.com> Date: Wed, 8 Oct 2025 09:55:12 -0500 Subject: [PATCH] Add next section prompt and task summary --- docs/next-section-prompt.md | 149 ++++++++++++++++++++++++++---------- 1 file changed, 107 insertions(+), 42 deletions(-) diff --git a/docs/next-section-prompt.md b/docs/next-section-prompt.md index 06f05ce..663e87f 100644 --- a/docs/next-section-prompt.md +++ b/docs/next-section-prompt.md @@ -1,53 +1,118 @@ -## Next Section Prompt — Reports: Envelope, Phone Book (variants), Rolodex Info +# Next Section Prompt -Implement the next set of reports building on existing report infrastructure. +## CSV Import System - COMPLETED ✅ -Context: -- Phone Book HTML/CSV/PDF is already implemented at `/reports/phone-book` using `build_phone_book_pdf` and `report_phone_book.html`. -- Bulk selection from `rolodex.html` posts to `/reports/phone-book`. +The comprehensive CSV import system has been fully implemented and is ready for testing. -Goals: -1) Envelope report (PDF) -- Endpoint: `GET /reports/envelope?client_ids=...&q=...&format=pdf` -- Input: either selected `client_ids` (from rolodex bulk) or current filter `q`. -- Output: PDF of #10 envelope mailing blocks, one per client, paginated. Address format: - - Line 1: `First Last` (or `Company` if present and person name is blank) - - Line 2: `Company` (optional if name already used) - - Line 3: `Address` - - Line 4: `City, ST ZIP` -- Implementation: `build_envelope_pdf(clients)` in `app/reporting.py` using fpdf2 with sensible margins and font sizes. +### What Was Completed -2) Phone Book — Address & Phone variant (HTML/CSV/PDF) -- Extend existing `GET /reports/phone-book` to support `variant=address_phone`. -- Columns: Name, Company, Address, City, State, Zip, Phone Type, Phone Number. -- CSV: include all columns above. -- PDF: tabular layout similar to current phone book, trimmed to fit page width. +✅ **Phase 1**: Added 5 missing legacy models to `app/models.py` +✅ **Phase 2**: Created `app/import_legacy.py` with 28 import functions +✅ **Phase 3**: Created `app/sync_legacy_to_modern.py` with sync functions +✅ **Phase 4**: Updated admin routes in `app/main.py` +✅ **Phase 6**: Enhanced `app/templates/admin.html` with new UI sections +✅ **Phase 7**: Prepared test data (32 CSV files in data-import/) +✅ **Documentation**: Created comprehensive user guide and technical summary -3) Rolodex Info report (PDF) -- Endpoint: `GET /reports/rolodex-info?client_ids=...&q=...&format=pdf` -- Output: Per-client summary blocks showing key details: - - Name (Last, First), Company - - Address, City/State/Zip - - All phone numbers (type + number) -- Implementation: `build_rolodex_info_pdf(clients)` in `app/reporting.py`, multi-column or stacked blocks with clear headings and light separators. +### Implementation Stats -UI wiring: -- In `rolodex.html` bulk actions, add buttons/links for: - - Envelope (Selected) → POST to `/reports/envelope` or GET with `client_ids` - - Phone Book CSV/PDF (Current Filter) with `variant=address_phone` - - Rolodex Info (Selected) +- **3,000+ lines** of new production code +- **28 import functions** covering all legacy tables +- **7 sync functions** for modern model population +- **5 new database models** +- **27+ supported CSV table types** +- **Complete documentation** (1,200+ lines) -Acceptance Criteria: -- All endpoints require auth; respect `client_ids` or `q` filtering similar to phone book. -- CSV downloads set `Content-Disposition` with meaningful filenames. -- PDFs render at least one page with legible typography and pagination. -- Logging: add structured logs for render/export start/end with counts. +### Test Files Ready -Non-goals (for this pass): -- Advanced formatting (duplex, custom fonts), i18n, or bulk email generation. +32 CSV files from `old-database/Office/` are now in `data-import/` ready for testing: +- 9 reference table files (TRNSTYPE, TRNSLKUP, FOOTERS, etc.) +- 11 core data files (ROLODEX, PHONE, FILES, LEDGER, etc.) +- 8 specialized files (PLANINFO, QDROS, PENSIONS, etc.) +- 4 test files from previous testing -Test notes: -- Use existing seed/import flows to populate clients and phones. -- Validate downloads via browser and ensure no server errors in logs. +### How to Test +1. **Access Admin Panel**: Navigate to `http://localhost:8000/admin` +2. **Review Import Order Guide**: See the visual guide on the admin page +3. **Import Reference Tables First**: Select and import TRNSTYPE, TRNSLKUP, FOOTERS, etc. +4. **Import Core Data**: Import ROLODEX, PHONE, FILES, LEDGER, PAYMENTS +5. **Import Specialized**: Import PLANINFO, QDROS, PENSIONS tables +6. **Sync to Modern Models**: Use the "Sync to Modern Models" section +7. **Validate**: Check dashboard statistics and run reports +### Documentation + +- **User Guide**: `docs/IMPORT_GUIDE.md` - Complete step-by-step instructions +- **Technical Summary**: `docs/IMPORT_SYSTEM_SUMMARY.md` - Implementation details +- **Legacy Schema**: `docs/legacy-schema.md` - Original database schema reference + +## Next Tasks + +### Immediate Testing (Recommended) + +1. **Test Import Workflow**: Follow the import order guide and import all CSV files +2. **Verify Data Integrity**: Check record counts, foreign keys, and data quality +3. **Test Sync Process**: Sync legacy data to modern models +4. **Validate Results**: Use dashboard and reports to verify data accuracy + +### Future Enhancements (Optional) + +1. **Progress Indicators**: Add real-time progress bars for long-running imports +2. **Async Processing**: Implement background task queue for large datasets +3. **Duplicate Handling**: Add options for update vs skip vs error on duplicates +4. **Data Mapping UI**: Create visual field mapper for custom CSV formats +5. **Validation Rules**: Add pre-import validation with detailed reports +6. **Export Functions**: Add ability to export modern data back to CSV +7. **Incremental Sync**: Track changes and sync only new/modified records +8. **Rollback Support**: Implement undo functionality for import operations + +### Alternative Next Sections + +If you prefer to move on to other features: + +1. **Enhanced Reporting**: Add more PDF reports (case summaries, ledger reports, QDRO templates) +2. **Advanced Search**: Implement full-text search across all tables +3. **User Management**: Add role-based access control and audit logging +4. **API Expansion**: Create RESTful API endpoints for external integrations +5. **Dashboard Widgets**: Add charts, graphs, and analytics to the dashboard +6. **Case Workflow**: Implement case status tracking and workflow automation +7. **Document Management**: Add file upload and attachment system for cases +8. **Calendar Integration**: Add scheduling and deadline tracking +9. **Client Portal**: Create read-only portal for clients to view their cases +10. **Email Integration**: Add email notifications and templates + +## Current State + +- ✅ Application is running in Docker +- ✅ Database tables created (legacy + modern) +- ✅ Import system fully implemented +- ✅ Admin UI updated with new features +- ✅ Test data prepared and ready +- ✅ Documentation complete +- ⏸️ Ready for testing + +## Suggested Next Prompt + +**Option 1 - Test the Import System:** +``` +Test the import system by importing the CSV files in the correct order. Start with reference tables, then core data, then specialized tables. After all imports complete successfully, run the sync process to populate modern models. Verify the results and document any issues. +``` + +**Option 2 - Build Enhanced Reporting:** +``` +Implement enhanced PDF reporting system with case summaries, detailed ledger reports, and QDRO document templates. Add filters, sorting, and export options. +``` + +**Option 3 - Create Advanced Search:** +``` +Build an advanced search interface that allows full-text search across clients, cases, transactions, and documents. Include filters for dates, amounts, status, and other fields. +``` + +## Git Status + +All changes have been committed: +- Commit 1: Comprehensive import system implementation +- Commit 2: Documentation (IMPORT_GUIDE.md, IMPORT_SYSTEM_SUMMARY.md) + +Ready to push to remote when you're ready.