Fix pension_schedule table schema to support multiple vesting milestones per pension
- Changed primary key from composite (file_no, version) to auto-increment id - A pension can have multiple vesting schedule entries (e.g., vests 20% at year 1, 100% at year 5) - Added index on (file_no, version) for efficient lookups - Successfully imported 502 vesting schedule entries for 416 unique pensions - Some pensions have up to 6 vesting milestones
This commit is contained in:
HotSwapp
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data-import/unknown_05008d71-a78f-4f88-a7b9-8a3017f38c9c.csv
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data-import/unknown_05008d71-a78f-4f88-a7b9-8a3017f38c9c.csv
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Name,Memo,Status
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1000,Contingent Fee Agreement requiring retainer,2.00
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1001,Contingent Fee Agreement without retainer,2.00
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1003,Hourly Fee Agreement in Divorce,2.00
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1004,Admission of Service by Attorney for DivorceÙ¸,2.00
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1005,Affidavit of Service by Mail¹¸,2.00
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1006,Notice of Voluntary Dismissal,2.00
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1007,Order for Appearance for divorceq¸,2.00
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1008,Admission of Service in divorce,2.00
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1009,Stipulation and Order for Reconciliation!¸,2.00
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1010,Lis Pendens in foreclosureB,2.00
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1011,Joint Petition for DivorceB,2.00
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1012,Acknowledgement of Right to Legal Counsel in Divorce©·,2.00
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1013,Portion of Divorce Judgment Affecting Title to Real Estate,2.00
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1014,Durable Power of Attorney with real estate,2.00
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1015,Durable Power of Attorney no real estate
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·,2.00
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1016,Stipulation for Temporary Orders in divorce,2.00
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1017,Divorce Summons,2.00
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1018,Petition for Divorce±¶,2.00
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1019,Marital Property Agreement Reclassifying Income,2.00
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1020,Mutual Full General Release of All Claims,2.00
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1021,20 day Summons,2.00
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1022,Letter to client re signature and return of fee agreement,2.00
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1023,Notice of Retainer in divorce,2.00
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1024,Notice of Retainer in litigation±µ,2.00
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1025,Offer of Settlement,2.00
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1026,Addendum to Offer to Purchase with provision of Right to Inspection within 30 days of acceptance5µ,2.00
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1027,Addendum to Offer to Purchase with provision of right to inspection within 10 days of acceptanceÑ´,2.00
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1028,Business Offer to PurchaseB,2.00
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1029,Statutory Provisions for Determining Child Support Awards in divorce action,2.00
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1030,real estate sale contract warranty deed fancy not useable,1.00
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1031,Grant of Option in purchase of real estate,2.00
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1032,Mortgage Note,2.00
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1033,Addendum to Offer to Purchase with reference to storage tank, flood plain, wetlands, shorelands,2.00
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1034,Bill of Salei³,2.00
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1035,Vacant Land Offer to Purchase,2.00
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1036,Counter-Offer,2.00
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1037,Offer to Purchase Farm Real Estate,2.00
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1038,Land Contract,2.00
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1039,Addendum to Offer to Purchase on Land Contract,2.00
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1040,Promissory Note containing various interest options for corporation,2.00
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1041,Residential Offer to Purchase,2.00
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1042,Family Trust for estate planning1²,2.00
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1043,Truth in Lending Disclosure,2.00
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1044,standard corporation by lawsñ±,2.00
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1045,Real Estate Closing Statement,2.00
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1046,Promissory Note(simple form)±,2.00
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1047,Addendum A - Tenant Lease Rules,2.00
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1048,Residential Condominium Offer to Purchase,2.00
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1050,Notice of Video Deposition, Duces Tecum,2.00
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1051,real estate warranty deed fancy useable,1.00
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1060,Order for Dismissal & Discharge of Lis Pendens, litigation,2.00
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1063,Findings and Order after foreclosure sale,2.00
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1064,Will for Husband with trust provisions,2.00
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1065,Simple Will for wifeM°,2.00
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1066,Letter to sheriff requesting service of papers,2.00
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1068,Sheriff's deed after judgment of foreclosureé¯,2.00
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1069,Notice of Real Estate Foreclosure Sale,2.00
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1070,Findings and Order Confirming Sale in real estate foreclosure,2.00
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1071,Order to Show Cause for Temporary Order in divorce,2.00
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1072,Affidavit for Temporary Order in Divorce¯,2.00
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1073,Letter to Client with draft of will requesting appointment for signing,2.00
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1074,Extension of Land ContractB,2.00
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1075,Paragraph for Offer to Purchase requiring real estate appraisal,2.00
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1076,Paragraph for offer to purchase requiring real estate inspection!®,2.00
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1077,real estate financing mortgage paragraph requiring offer to purchaseÙ,1.00
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1078,Paragraph in Offer to Purchase requiring repairs to real estate,2.00
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1079,real estate sale buyer house paragraph requiring offer to purchase,1.00
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1080,real estate energy audit paragraph requiring offer to purchase,1.00
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1081,real estate inspection simple paragraph requiring offer to purchase,1.00
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1082,defendant's first set of interrogatories and demand for production of documents,2.00
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1084,Offer to Purchase with short paragraph requiring inspection.-¬,2.00
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1085,real estate financing simple paragraph requiring offer to purchase,1.00
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1086,real estate land contract paragraph requiring offer to purchase,1.00
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1087,real estate keep on market 72 hr clause,1.00
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1088,real estate permit septic system paragraph requiring offer to purchase,1.00
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1089,real estate survey paragraph requiring offer to purchaseíª,1.00
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1090,real estate water test paragraph requiring offer to purchaseª,1.00
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1091,real estate septic inspection paragraph requiring offer to purchase,1.00
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1092,Assignment of Rents on land contract sale of real estate)ª,2.00
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1094,Order to Show Cause for Temporary Restraint in litigation,2.00
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1095,Release of Judgment Lien in divorce,2.00
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1097,Replevin Complaint for real estate mortgage foreclosure,2.00
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1098,Notice of Hearing on Application of Confirmation of Sale of real estate,2.00
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1099,Transmittal letter to newspaper for publication of Notice of Foreclosure Sale,2.00
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1100,Personal Deficiency Judgment in foreclosure action,2.00
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1101,real estate reciever's report,1.00
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1102,real estate reciever's report rent,1.00
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1103,real estate reciept sheriff,1.00
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1104,Attorney's affidavit for appointment of a receiver in real estate foreclosure,2.00
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1105,Bond of Receiver in real estate foreclosure,2.00
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1106,Motion for Appointment of Receiver in real estate foreclosure,2.00
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1107,Notice of Motion for Appointment of Receiver in real estate foreclosure,2.00
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1108,Order Appointment Receiver in real estate foreclosure,2.00
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1109,Sheriff's Report of Sale in real estate foreclosure,2.00
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1110,Notice of Motion for Summary Judgment in litigation,2.00
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1111,Judgment on Motion for Summary Judgment,2.00
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1112,Motion for Summary Judgment,2.00
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1113,Order Granting Motion for Summary Judgment,2.00
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1114,Compliance with Request for Production of Documents,2.00
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1116,real estate writ assitance order©¥,1.00
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1117,real estate order to show cause hearing,1.00
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1118,Writ of Assistance after real estate foreclosure sale,2.00
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1119,Authorization for attorney to make appearance on client's behalfý¤,2.00
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1120,Last Will and Testament for wife with trust provisions,2.00
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1121,Petition and Order for Appointment of Guardian ad Litem,2.00
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1122,litigation order to do accounting,1.00
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1124,Notice of Default on mortgage note,2.00
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1125,Demand for Immediate Possession and Vacation of Premises pursuant to judgment of foreclosureÕ£,2.00
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1127,Affidavit of Attorney's Feesµ£,2.00
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1129,real estate letter transmitted summons and complaint lis pendensq£,1.00
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1130,Findings of Fact, Conclusions of Law, Judgment of Divorce,2.00
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1131,Petition and Order to file will without proceedings,2.00
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1132,Codicil to Will,2.00
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1133,Escrow Agreement in real estate sale½¢,2.00
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1135,Affidavit of Mailing notices to interested persons in an estate,2.00
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1136,Corporate Minutes of Informal Meeting of Stockholders,2.00
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1137,corporation minutes informal meeting estate,1.00
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1139,litigation arbitration letter,1.00
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1141,trust agreement rosenow,1.00
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1142,Letter to file Proof of Claim in Bankruptcy,2.00
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1143,litigation affidavit…¡,1.00
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1144,Consent and Order for Substitution of Attorney in divorce,2.00
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1145,Admission of Service in litigation,2.00
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1146,client information questionaire for litigation,2.00
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1147,client information questionaire for divorce,2.00
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1148,client information questionaire for personal injury,2.00
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1149,client information questionaire for wills,2.00
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1150,Collection letter on past due accounts,2.00
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1151,Certificate of Compliance for divorce,2.00
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1152,Order to Show Cause in divorce,2.00
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1153,Notice of Deposition½Ÿ,2.00
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1154,Stipulation and Order for Dismissal in divorce,2.00
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1155,Interrogatories in divorceB,2.00
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1156,Order Waiving Costs and FeesIŸ,2.00
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1157,Affidavit of IndigencyB,2.00
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1158,Motion to Enlarge Time for Filing of Record in appeal,2.00
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1160,general fax transmittal sheet,1.00
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1162,Demand for Payment in garnishment,2.00
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1163,Letter to clerk to file garnishment summons and complaint,2.00
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1164,Stipulation and Order to reopen judgment and dismiss action,2.00
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1165,Money Judgment in litigationž,2.00
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1166,Notice of Motion and Motion for Judgment on Verdict,2.00
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1167,Letter to file Lis PendensB,2.00
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1168,Marital Agreement<6E>,2.00
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1169,Notice of Motion and Motion After Verdict with objections,2.00
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1170,Motion to Require Answers to Interrogatories%<25>,2.00
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1171,Complaint on collection of note,2.00
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1172,Offer of Judgmentœ,2.00
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1173,Stipulation and Order for Substitution of Parties in litigation,2.00
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1174,Demand for Production of Documents in divorce,2.00
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1176,Response and Counterclaim in divorceIœ,2.00
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1178,Letter to clerk to file summons, petition and affidavit of service in divorce,2.00
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1180,Affidavit of Rights Under Soldiers and Sailors Relief Act in divorce›,2.00
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1181,Subpoena in litigationB,2.00
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1182,Letter to clerk to file Findings of Fact, Conclusions of Law and Judgment of Divorce in Waukesha-›,2.00
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1183,Subpoena Duces Tecum in divorce,2.00
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1184,Letter to client with recorded document,2.00
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1185,Notice of Motion and Motion for Summary Judgment in litigation,2.00
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1186,Letter to Dept. of Revenue requesting copies of state tax returns for clientIš,2.00
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1187,Stipulation for Temporary Orders in divorce,2.00
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1188,litigation declaration of trust,1.00
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1189,Warranty Deed,2.00
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1190,Letter to F.C.C. to file divorce action with temporary hearing in Washington County,2.00
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1191,Letter to clerk to file divorce action,2.00
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1192,Letter to FCC for approval and filing of Findings of Fact, Conclusions of Law and Judgment of Divorce Washington County,2.00
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1193,Letter to Waukesha to file summons and petition in divorce,2.00
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1194,educational trust provisions for will,2.00
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1195,Notice of Attorney's Withdrawal in personal injury,2.00
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1196,Withdrawal of Claim against estate,2.00
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1197,litigation withdrawal stipulation,1.00
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1198,Letter to Criminal-Traffic Division to enter "not guilty" plea and request pretrial,2.00
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1199,Letter to client with draft of codicil,2.00
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1201,Covenant Not to Compete,2.00
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1203,Amended Complaint in litigation,2.00
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1205,Minutes of Informal Meeting of Stockholders and Board of Directors,2.00
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1206,Articles of Incorporation©B,2.00
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1209,Eviction Complaint,2.00
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1210,Letter to file amended complaint in Waukesha County in litigation,2.00
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1211,Letter to file summons, petition and affidavit of service in divorce–,2.00
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1212,Letter to Waukesha County to file garnishee summons, complaint and proof of service,2.00
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1213,Letter to opposing counsel advising date of final hearing in divorcey•,2.00
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1214,Letter to Washington Co. requesting final hearing date in divorce,2.00
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1216,Letter to file garnishee summons and complaint in waukesha,2.00
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1219,Minutes of First Meeting of Incorporators and Subscribers,2.00
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1220,litigation minutes of first meeting board directors,1.00
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1221,Minutes of First Meeting of Board of Directors,2.00
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1223,Minutes of First Meeting of Incorporators and Subscribers,2.00
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1224,Authorization for Disclosure of Information from employer,2.00
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1225,Letter to the register of deeds to process application for transfer of jointly owned property,2.00
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1226,Plaintiff's Proposed Jury Instructions,2.00
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1228,Letter to court to file lien claim,2.00
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1229,Letter to court to file motion and affidavitÝ’,2.00
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1230,Marital Property AgreementB,2.00
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1231,Pre-Marital Property Agreement,2.00
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1232,Notice of Deposition in litigation,2.00
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1233,Response to Request for Production of Documents in litigation,2.00
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1234,Plaintiff's Witness List in litigation,2.00
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1235,Letter to file summons and complaint in litigation,2.00
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1237,litigation letter minnesota title,1.00
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1238,Notice of Motion and Motion for Default Judgmentm‘,2.00
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1240,Letter to file Notice of Retainer, Answer and Counterclaim in litigation!‘,2.00
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1241,Non-Disclosure and License Agreementù<74>,2.00
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1242,Letter and pleadings to Waukesha court requesting judge's signature and hearing date in Order to Show Cause or motion in divorceu<65>,2.00
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1243,Objection to Motion for Relief in bankruptcyE<79>,2.00
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1248,Letter to client with notice of pretrial<19>,2.00
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1249,Qualified Domestics Relations Order in divorce,2.00
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1251,Motion for Reconsideration of decision in litigation<6E>,2.00
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1252,Notice and Motion for Relief from Automatic Stay in bankruptcy,2.00
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1254,Non-Disclosure AgreementM<74>,2.00
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1255,Money judgment in litigation-<2D>,2.00
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1256,Marital Settlement Agreement in divorce,2.00
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1257,Admission of Service by attorney for client,2.00
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1258,Letter to sheriff for service of pleadings,2.00
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1259,Letter to court to file Stipulation and Order for Dismissal in litigation,2.00
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1260,Proposed Special Verdict in litigation,2.00
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1262,Notice of Motion and Motion of attorney for withdrawal from caseá<65>,2.00
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1263,Letter to clerk to file sheriff's affidavit of service,2.00
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1264,Unanimous Written Consent of Shareholder and Directors in a corporation,2.00
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1265,Power of Attorney for Health Care,2.00
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1266,List of additional language for special provisions section of power of attorney for health care,2.00
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1267,Cover page for Power of Attorney for Health Care™Œ,2.00
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1268,Letter to client regarding signing of will and power of attorney for health careEŒ,2.00
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1269,Letter to client regarding signing will,2.00
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1270,letter to court to file summons and complaint in litigation,2.00
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1271,Letter requesting issuance of execution on judgment,2.00
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1272,Header for financial statement in divorce,2.00
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2000,Complaint for Collection of Attorneys Fees,2.00
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2001,Stipulation and Order for Dismissal in litigation,2.00
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2002,Authorization for Release of Medical Information in personal injury,2.00
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2004,Conflict of Interest Statement,2.00
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2005,Notice of Deposition…Š,2.00
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2006,Notice of Motion and Motion for Partial Relief from Automatic Stay in bankruptcy1Š,2.00
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2007,Order for Partial Relief from Automatic Stay in bankruptcy,2.00
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2008,Notice of Motion and Motion to Reopen and for a new trial in litigation,2.00
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2009,Motion for Extension of Time to File Brief in Appealm‰,2.00
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2010,Affidavit of No Answer and Non-Military Service for default judgment in litigation,2.00
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2011,Third party summons,2.00
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2012,Third party complaint©B,2.00
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3000,Notice of Taxation of Costs and Bill of Costs,2.00
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3001,Notice of Motion and Motion for Default Judgment Foreclosure and Sale,2.00
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3002,Affidavit of Interim Attorney's Fees9ˆ,2.00
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3003,Order for Judgment and Judgment of Foreclosure and Sale,2.00
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3004,Affidavit of Default and Non-military Service in a foreclosure action,2.00
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3006,Notice of Entry of Judgment,2.00
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4000,Notice of Intention to File Claim for Lien,2.00
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4001,Claim for Lien,2.00
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4002,Defendant's Proposed Jury Instructions in litigation case with punitive damages,2.00
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4003,Plaintiff's Proposed Special Verdict in a non-auto negligence case,2.00
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4004,Plaintiff's Proposed Jury Instructions in a negligence case, not involving an auto,2.00
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4005,Plaintiff's Proposed Special Verdict in assault and battery case†,2.00
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4006,Plaintiff's Proposed Jury Instructions in an assault and battery case,2.00
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4007,Satisfaction of Lien ClaimB,1.00
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5000,Notice of Appeal•…,2.00
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6000,Standard Articles of Incorporation (Short Form),2.00
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6001,Standard Articles of Incorporation (Long Form),2.00
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6002,Articles of Incorporation for a Statutory Close Corporation,2.00
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6003,Optional Provision for an S Corporation,2.00
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6004,Articles of Incorporation for a Service Corporation,2.00
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6005,Standard Bylaws (Short Form)i„,2.00
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6006,Standard Bylaws (Long Form),2.00
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6007,Sample Bylaws for a Statutory Close Corporation,2.00
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6008,Optional Provision for an S Corporation,2.00
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6009,Bylaws for a Service CorporationŃ,2.00
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6010,Subscription Agreement for corporation,2.00
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6011,Acceptance of subscription in corporation,2.00
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6012,Sample Share Certificate Legends in corporation,2.00
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6013,Organizational Resolutions in a corporation,2.00
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6500,Satisfaction of Judgmenté‚,1.00
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6501,Satisfaction of Mortgage͂,1.00
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7000,5 Day Notice to Pay Rent or Vacate Premises,2.00
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7001,Affidavit of Service…‚,2.00
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7002,Revocation of Power of Attorney,2.00
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7003,Satisfaction of Judgment in litigation,2.00
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7004,Summons in paternity action,2.00
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7005,Affidavit of personal service,2.00
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7006,Eviction Complaint,2.00
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7007,Offer of Judgment in litigation,2.00
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8000,Quit Claim Deed,2.00
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8001,Certificate of Compliance in divorcey<65>,2.00
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8002,Motion to Dismiss Chapter 13 Case,2.00
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DEATH.INT,Introductory letter to prospective wrongful death analysis clients.,4.00
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DEATH.RPT,Pecuniary loss analysis and report for wrongful death cases.É€,4.00
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ENVELOPE.WPD,Envelope printed in landscape mode on HP LaserJet,4.00
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FAXSHEET.WPD,Fax transmittal cover sheet on WP produced letterhead.,4.00
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INJURY.INT,Introductory letter to prospective personal injury clients.,4.00
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INJURY.RPT,Pecuniary loss analysis and report for personal injury cases.,4.00
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||||
INJURY2.RPT,Newer version of pecuniary loss analysis and report for personal injury cases.,4.00
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LETTER.HDR,Blank letter with date, address and signature, but no body.,4.00
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MAINTENC.LTR,Report giving present value of a stream of maintenance payments.ù~,4.00
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NORMAL.COV,Cover letter for defined benefit present value report,4.00
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NORMAL.FAX,Fax Ready Defined Benefit present value report, including fax transmittal sheet, cover letter, report and invoice,4.00
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NORMAL.PEN,Single page report on the present value of a defined benefit plan,4.00
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NORMAL.RPT,Defined Benefit present value report, including cover letter½},4.00
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PENSION.FOL,Follow up letter to new pension valuation clients.,4.00
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PENSION.INT,Introductory letter to prospective pension valuation clients.,4.00
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PENSION.JUD,Introductory letter to judges regarding pension valuation services.,4.00
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PROFIT.RPT,Present value report for fully vested, defined contribution plans.,4.00
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PROSPECT.LTR,Introductory letter to prospective clients.,4.00
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STATMENT.WPD,Statement for services rendered on WP letterhead, without ledger transactions filled in.%|,4.00
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STRUCTUR.LTR,Report giving present value of structured settlement.,4.00
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UNVESTED.COV,Cover letter to attach to report showing present value of unvested defined contribution plan.,4.00
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VITAE.JSM,Copy of JSM's vitae to send to clients.,4.00
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VITAE.LET,Cover letter for sending copy of vitae to client.,4.00
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WRS.COV,Wisconsin Retirement System pension report cover letter,4.00
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WRS.FAX,Fax Ready Wisconsin Retirement System pension report, including fax transmittal sheet, cover letter, report and invoice,4.00
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WRS.PEN,Wisconsin Retirement System single page pension report,4.00
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||||
|
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