items

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: