From 684b94765103698a097c2306c3d924cc6901e01e Mon Sep 17 00:00:00 2001
From: HotSwapp <47397945+HotSwapp@users.noreply.github.com>
Date: Tue, 7 Oct 2025 17:40:02 -0500
Subject: [PATCH] docs: add next-section prompt for Reports (Envelope, Phone
 Book variants, Rolodex Info); confirm TODO next step pending run/test

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diff --git a/docs/next-section-prompt.md b/docs/next-section-prompt.md
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+## Next Section Prompt — Reports: Envelope, Phone Book (variants), Rolodex Info
+
+Implement the next set of reports building on existing report infrastructure.
+
+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`.
+
+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.
+
+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.
+
+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.
+
+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)
+
+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.
+
+Non-goals (for this pass):
+- Advanced formatting (duplex, custom fonts), i18n, or bulk email generation.
+
+Test notes:
+- Use existing seed/import flows to populate clients and phones.
+- Validate downloads via browser and ensure no server errors in logs.
+
+