items

.dockerignore

@@ -0,0 +1,21 @@
+.git
+.gitignore
+__pycache__/
+*.py[cod]
+*.so
+*.egg
+*.egg-info/
+.venv/
+env/
+venv/
+build/
+dist/
+node_modules/
+.DS_Store
+.env
+.env.*
+delphi.db
+cookies.txt
+data-import/*
+!data-import/.gitkeep
+

.env

@@ -1,3 +1 @@
-# Delphi Database Environment Configuration
 SECRET_KEY=your-secret-key-here-change-this-in-production
-DATABASE_URL=sqlite:///./delphi.db

Dockerfile

@@ -0,0 +1,30 @@
+FROM python:3.12-slim
+
+ENV PYTHONDONTWRITEBYTECODE=1
+ENV PYTHONUNBUFFERED=1
+
+WORKDIR /app
+
+# Minimal tooling for healthcheck
+RUN apt-get update && apt-get install -y --no-install-recommends curl \
+    && rm -rf /var/lib/apt/lists/*
+
+COPY requirements.txt ./
+RUN pip install --no-cache-dir -r requirements.txt
+
+# Copy application
+COPY app ./app
+COPY static ./static
+COPY delphi-logo.webp ./delphi-logo.webp
+COPY old-csv ./old-csv
+COPY old-database ./old-database
+COPY data-import ./data-import
+
+ENV DATABASE_URL=sqlite:///./delphi.db
+
+EXPOSE 8000
+
+HEALTHCHECK --interval=30s --timeout=3s --retries=3 CMD curl -fsS http://localhost:8000/health || exit 1
+
+CMD ["uvicorn","app.main:app","--host","0.0.0.0","--port","8000"]
+

TODO.md

@@ -2,17 +2,17 @@
 
 Refer to `del.plan.md` for context. Check off items as they’re completed.
 
-- [ ] Create project directories and empty files per structure
-- [ ] Create requirements.txt with minimal deps
-- [ ] Copy delphi-logo.webp into static/logo/
-- [ ] Set up SQLAlchemy Base and engine/session helpers
+- [x] Create project directories and empty files per structure
+- [x] Create requirements.txt with minimal deps
+- [x] Copy delphi-logo.webp into static/logo/
+- [x] Set up SQLAlchemy Base and engine/session helpers
 - [x] Add User model with username and password_hash
-- [ ] Add Client model (rolodex_id and core fields)
-- [ ] Add Phone model with FK to Client
-- [ ] Add Case model (file_no unique, FK to Client)
-- [ ] Add Transaction model with FK to Case
-- [ ] Add Document model with FK to Case
-- [ ] Add Payment model with FK to Case
+- [x] Add Client model (rolodex_id and core fields)
+- [x] Add Phone model with FK to Client
+- [x] Add Case model (file_no unique, FK to Client)
+- [x] Add Transaction model with FK to Case
+- [x] Add Document model with FK to Case
+- [x] Add Payment model with FK to Case
 - [x] Create tables and seed default admin user
 - [x] Create FastAPI app with DB session dependency
 - [x] Add SessionMiddleware with SECRET_KEY from env
@@ -20,20 +20,20 @@ Refer to `del.plan.md` for context. Check off items as they’re completed.
 - [x] Create base.html with Bootstrap 5 CDN and nav
 - [x] Implement login form, POST handler, and logout
 - [x] Create login.html form
-- [ ] Implement dashboard route listing cases
-- [ ] Add simple search by file_no/name/keyword
-- [ ] Create dashboard.html with table and search box
-- [ ] Implement case view and edit POST
-- [ ] Create case.html with form and tabs
-- [ ] Implement admin page with file upload
-- [ ] Create admin.html with upload form and results
-- [ ] Build CSV import core with dispatch by filename
-- [ ] Importer for ROLODEX → Client
-- [ ] Importer for PHONE → Phone
-- [ ] Importer for FILES → Case
-- [ ] Importer for LEDGER → Transaction
-- [ ] Importer for QDROS → Document
-- [ ] Importer for PAYMENTS → Payment
-- [ ] Wire admin POST to run selected importers
+- [x] Implement dashboard route listing cases
+- [x] Add simple search by file_no/name/keyword
+- [x] Create dashboard.html with table and search box
+- [x] Implement case view and edit POST
+- [x] Create case.html with form and tabs
+- [x] Implement admin page with file upload
+- [x] Create admin.html with upload form and results
+- [x] Build CSV import core with dispatch by filename
+- [x] Importer for ROLODEX → Client
+- [x] Importer for PHONE → Phone
+- [x] Importer for FILES → Case
+- [x] Importer for LEDGER → Transaction
+- [x] Importer for QDROS → Document
+- [x] Importer for PAYMENTS → Payment
+- [x] Wire admin POST to run selected importers
 - [ ] Run app and test login/import/list/case-edit
-- [ ] Add minimal Dockerfile and compose for local run
+- [x] Add minimal Dockerfile and compose for local run

app/main.py

@@ -196,10 +196,15 @@ def validate_csv_headers(headers: List[str], expected_fields: Dict[str, str]) ->
         if not matched:
             result['errors'].append(f"Unknown header: '{csv_header}'")
 
-    # Check for required fields
+    # Check for required fields (case-insensitive)
     required_fields = ['id']  # Most imports need some form of ID
     for required in required_fields:
-        if required not in result['field_mapping']:
+        found = False
+        for mapped_field in result['field_mapping']:
+            if mapped_field.lower() == required.lower():
+                found = True
+                break
+        if not found:
             result['missing_fields'].append(required)
 
     if result['missing_fields'] or result['errors']:
@@ -263,15 +268,26 @@ def import_rolodex_data(db: Session, file_path: str) -> Dict[str, Any]:
     }
 
     expected_fields = {
-        'rolodex_id': 'Client ID',
-        'first_name': 'First Name',
-        'middle_initial': 'Middle Initial',
-        'last_name': 'Last Name',
-        'company': 'Company/Organization',
-        'address': 'Address Line 1',
-        'city': 'City',
-        'state': 'State',
-        'zip_code': 'ZIP Code'
+        'Id': 'Client ID',
+        'Prefix': 'Name Prefix',
+        'First': 'First Name',
+        'Middle': 'Middle Initial',
+        'Last': 'Last Name',
+        'Suffix': 'Name Suffix',
+        'Title': 'Company/Organization',
+        'A1': 'Address Line 1',
+        'A2': 'Address Line 2',
+        'A3': 'Address Line 3',
+        'City': 'City',
+        'Abrev': 'State Abbreviation',
+        'St': 'State',
+        'Zip': 'ZIP Code',
+        'Email': 'Email Address',
+        'DOB': 'Date of Birth',
+        'SS#': 'Social Security Number',
+        'Legal_Status': 'Legal Status',
+        'Group': 'Group',
+        'Memo': 'Memo/Notes'
     }
 
     try:
@@ -404,12 +420,35 @@ def import_files_data(db: Session, file_path: str) -> Dict[str, Any]:
     }
 
     expected_fields = {
-        'file_no': 'File Number',
-        'status': 'Status',
-        'case_type': 'File Type',
-        'description': 'Regarding',
-        'open_date': 'Opened Date',
-        'close_date': 'Closed Date'
+        'File_No': 'File Number',
+        'Status': 'Status',
+        'File_Type': 'File Type',
+        'Regarding': 'Regarding',
+        'Opened': 'Opened Date',
+        'Closed': 'Closed Date',
+        'Id': 'Client ID',
+        'Empl_Num': 'Employee Number',
+        'Rate_Per_Hour': 'Rate Per Hour',
+        'Footer_Code': 'Footer Code',
+        'Opposing': 'Opposing Party',
+        'Hours': 'Hours',
+        'Hours_P': 'Hours (Previous)',
+        'Trust_Bal': 'Trust Balance',
+        'Trust_Bal_P': 'Trust Balance (Previous)',
+        'Hourly_Fees': 'Hourly Fees',
+        'Hourly_Fees_P': 'Hourly Fees (Previous)',
+        'Flat_Fees': 'Flat Fees',
+        'Flat_Fees_P': 'Flat Fees (Previous)',
+        'Disbursements': 'Disbursements',
+        'Disbursements_P': 'Disbursements (Previous)',
+        'Credit_Bal': 'Credit Balance',
+        'Credit_Bal_P': 'Credit Balance (Previous)',
+        'Total_Charges': 'Total Charges',
+        'Total_Charges_P': 'Total Charges (Previous)',
+        'Amount_Owing': 'Amount Owing',
+        'Amount_Owing_P': 'Amount Owing (Previous)',
+        'Transferable': 'Transferable',
+        'Memo': 'Memo'
     }
 
     try:
@@ -1180,11 +1219,6 @@ async def case_detail(
 async def case_update(
     request: Request,
     case_id: int,
-    status: str = None,
-    case_type: str = None,
-    description: str = None,
-    open_date: str = None,
-    close_date: str = None,
     db: Session = Depends(get_db),
 ) -> RedirectResponse:
     """
@@ -1197,6 +1231,9 @@ async def case_update(
     if not user:
         return RedirectResponse(url="/login", status_code=302)
 
+    # Get form data
+    form = await request.form()
+
     # Fetch the case
     case_obj = db.query(Case).filter(Case.id == case_id).first()
     if not case_obj:
@@ -1208,6 +1245,7 @@ async def case_update(
     update_data = {}
 
     # Status validation
+    status = form.get("status")
     if status is not None:
         if status not in ["active", "closed"]:
             errors.append("Status must be 'active' or 'closed'")
@@ -1215,13 +1253,16 @@ async def case_update(
             update_data["status"] = status
 
     # Case type and description (optional)
+    case_type = form.get("case_type")
     if case_type is not None:
         update_data["case_type"] = case_type.strip() if case_type.strip() else None
 
+    description = form.get("description")
     if description is not None:
         update_data["description"] = description.strip() if description.strip() else None
 
     # Date validation and parsing
+    open_date = form.get("open_date")
     if open_date is not None:
         if open_date.strip():
             try:
@@ -1231,6 +1272,7 @@ async def case_update(
         else:
             update_data["open_date"] = None
 
+    close_date = form.get("close_date")
     if close_date is not None:
         if close_date.strip():
             try:

cookies.txt

@@ -2,4 +2,4 @@
 # https://curl.se/docs/http-cookies.html
 # This file was generated by libcurl! Edit at your own risk.
 
-#HttpOnly_localhost	FALSE	/	FALSE	1761003936	session	eyJ1c2VyX2lkIjogMSwgInVzZXIiOiB7ImlkIjogMSwgInVzZXJuYW1lIjogImFkbWluIn19.aORUoA.KSAst9pcXJJJHTc1m-mY_jQ0P6A
+#HttpOnly_localhost	FALSE	/	FALSE	1761009191	session	eyJ1c2VyX2lkIjogMSwgInVzZXIiOiB7ImlkIjogMSwgInVzZXJuYW1lIjogImFkbWluIn19.aORpJw.oMEiA8ZMjrlLoJlYpDsM_T5EMpk

data-import/FILES_TEST.csv

@@ -0,0 +1,2 @@
+File_No,Id,File_Type,Regarding,Opened,Closed,Empl_Num,Rate_Per_Hour,Status,Footer_Code,Opposing,Hours,Hours_P,Trust_Bal,Trust_Bal_P,Hourly_Fees,Hourly_Fees_P,Flat_Fees,Flat_Fees_P,Disbursements,Disbursements_P,Credit_Bal,Credit_Bal_P,Total_Charges,Total_Charges_P,Amount_Owing,Amount_Owing_P,Transferable,Memo
+TEST-001,1,Family Law,Divorce case,2024-01-15,2024-06-15,EMP001,150.00,active,FC001,,10.5,0,1000.00,0,1575.00,0,0,0,0,0,0,0,0,0,0,0,0,Test case for development

data-import/PHONE_TEST.csv

@@ -0,0 +1 @@
+Id,Phone,Location

data-import/ROLODEX_TEST.csv

@@ -0,0 +1,2 @@
+Id,Prefix,First,Middle,Last,Suffix,Title,A1,A2,A3,City,Abrev,St,Zip,Email,DOB,SS#,Legal_Status,Group,Memo
+1,,John,,Doe,,Attorney,123 Main St,,Apt 2B,New York,,NY,10001,john.doe@example.com,1970-01-01,123-45-6789,Active,Group A,Test client record

docker-compose.yml

@@ -0,0 +1,22 @@
+version: "3.9"
+
+services:
+  web:
+    build: .
+    container_name: delphicg-web
+    ports:
+      - "8000:8000"
+    environment:
+      - SECRET_KEY=${SECRET_KEY}
+      - DATABASE_URL=sqlite:///./delphi.db
+    volumes:
+      - ./data-import:/app/data-import
+      - ./delphi.db:/app/delphi.db
+      - ./old-csv:/app/old-csv:ro
+      - ./static/logo:/app/static/logo
+    healthcheck:
+      test: ["CMD-SHELL", "curl -fsS http://localhost:8000/health || exit 1"]
+      interval: 30s
+      timeout: 3s
+      retries: 3
+