items
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52
TODO.md
52
TODO.md
@@ -2,17 +2,17 @@
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Refer to `del.plan.md` for context. Check off items as they’re completed.
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- [ ] Create project directories and empty files per structure
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- [ ] Create requirements.txt with minimal deps
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- [ ] Copy delphi-logo.webp into static/logo/
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- [ ] Set up SQLAlchemy Base and engine/session helpers
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- [x] Create project directories and empty files per structure
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- [x] Create requirements.txt with minimal deps
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- [x] Copy delphi-logo.webp into static/logo/
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- [x] Set up SQLAlchemy Base and engine/session helpers
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- [x] Add User model with username and password_hash
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- [ ] Add Client model (rolodex_id and core fields)
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- [ ] Add Phone model with FK to Client
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- [ ] Add Case model (file_no unique, FK to Client)
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- [ ] Add Transaction model with FK to Case
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- [ ] Add Document model with FK to Case
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- [ ] Add Payment model with FK to Case
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- [x] Add Client model (rolodex_id and core fields)
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- [x] Add Phone model with FK to Client
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- [x] Add Case model (file_no unique, FK to Client)
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- [x] Add Transaction model with FK to Case
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- [x] Add Document model with FK to Case
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- [x] Add Payment model with FK to Case
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- [x] Create tables and seed default admin user
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- [x] Create FastAPI app with DB session dependency
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- [x] Add SessionMiddleware with SECRET_KEY from env
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@@ -20,20 +20,20 @@ Refer to `del.plan.md` for context. Check off items as they’re completed.
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- [x] Create base.html with Bootstrap 5 CDN and nav
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- [x] Implement login form, POST handler, and logout
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- [x] Create login.html form
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- [ ] Implement dashboard route listing cases
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- [ ] Add simple search by file_no/name/keyword
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- [ ] Create dashboard.html with table and search box
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- [ ] Implement case view and edit POST
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- [ ] Create case.html with form and tabs
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- [ ] Implement admin page with file upload
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- [ ] Create admin.html with upload form and results
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- [ ] Build CSV import core with dispatch by filename
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- [ ] Importer for ROLODEX → Client
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- [ ] Importer for PHONE → Phone
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- [ ] Importer for FILES → Case
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- [ ] Importer for LEDGER → Transaction
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- [ ] Importer for QDROS → Document
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- [ ] Importer for PAYMENTS → Payment
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- [ ] Wire admin POST to run selected importers
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- [x] Implement dashboard route listing cases
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- [x] Add simple search by file_no/name/keyword
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- [x] Create dashboard.html with table and search box
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- [x] Implement case view and edit POST
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- [x] Create case.html with form and tabs
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- [x] Implement admin page with file upload
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- [x] Create admin.html with upload form and results
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- [x] Build CSV import core with dispatch by filename
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- [x] Importer for ROLODEX → Client
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- [x] Importer for PHONE → Phone
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- [x] Importer for FILES → Case
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- [x] Importer for LEDGER → Transaction
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- [x] Importer for QDROS → Document
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- [x] Importer for PAYMENTS → Payment
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- [x] Wire admin POST to run selected importers
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- [ ] Run app and test login/import/list/case-edit
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- [ ] Add minimal Dockerfile and compose for local run
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- [x] Add minimal Dockerfile and compose for local run
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