feat(reports): add Envelope, Phone Book (address+phone) and Rolodex Info reports
- PDF builders in app/reporting.py (envelope, phone+address, rolodex info) - Endpoints in app/main.py with auth, filtering, logging, Content-Disposition - New HTML template report_phone_book_address.html - Rolodex bulk actions updated with buttons/links - JS helper to submit selections to alternate endpoints Tested via docker compose build/up and health check.
This commit is contained in:
HotSwapp
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224
app/main.py
224
app/main.py
@@ -31,7 +31,13 @@ from structlog import contextvars as structlog_contextvars
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from .database import create_tables, get_db, get_database_url
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from .models import User, Case, Client, Phone, Transaction, Document, Payment, ImportLog
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from .auth import authenticate_user, get_current_user_from_session
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from .reporting import build_phone_book_pdf, build_payments_detailed_pdf
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from .reporting import (
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build_phone_book_pdf,
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build_payments_detailed_pdf,
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build_envelope_pdf,
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build_phone_book_address_pdf,
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build_rolodex_info_pdf,
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)
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from .logging_config import setup_logging
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from .schemas import (
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ClientOut,
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@@ -2420,6 +2426,222 @@ async def payments_detailed_report(
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},
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)
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# ------------------------------
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# Reports: Phone Book (Address + Phone)
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# ------------------------------
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@app.post("/reports/phone-book-address")
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async def phone_book_address_post(request: Request):
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"""Accept selected client IDs from forms and redirect to GET for rendering."""
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user = get_current_user_from_session(request.session)
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if not user:
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return RedirectResponse(url="/login", status_code=302)
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form = await request.form()
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client_ids = form.getlist("client_ids")
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if not client_ids:
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return RedirectResponse(url="/rolodex", status_code=302)
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ids_param = "&".join([f"client_ids={cid}" for cid in client_ids])
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return RedirectResponse(url=f"/reports/phone-book-address?{ids_param}", status_code=302)
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@app.get("/reports/phone-book-address")
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async def phone_book_address_report(
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request: Request,
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client_ids: List[int] | None = Query(None),
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q: str | None = Query(None, description="Filter by name/company"),
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phone: str | None = Query(None, description="Phone contains"),
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format: str | None = Query(None, description="csv or pdf for export"),
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db: Session = Depends(get_db),
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):
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user = get_current_user_from_session(request.session)
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if not user:
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return RedirectResponse(url="/login", status_code=302)
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query = db.query(Client).options(joinedload(Client.phones))
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if client_ids:
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query = query.filter(Client.id.in_(client_ids))
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else:
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if q:
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like = f"%{q}%"
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query = query.filter(
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or_(Client.first_name.ilike(like), Client.last_name.ilike(like), Client.company.ilike(like))
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)
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if phone:
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query = query.filter(Client.phones.any(Phone.phone_number.ilike(f"%{phone}%")))
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clients = query.order_by(Client.last_name.asc().nulls_last(), Client.first_name.asc().nulls_last()).all()
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if format == "csv":
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# Build CSV output
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output = StringIO()
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writer = csv.writer(output)
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writer.writerow(["Last", "First", "Company", "Address", "City", "State", "ZIP", "Phone Type", "Phone Number"])
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for c in clients:
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if c.phones:
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for p in c.phones:
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writer.writerow([
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c.last_name or "",
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c.first_name or "",
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c.company or "",
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c.address or "",
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c.city or "",
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c.state or "",
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c.zip_code or "",
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p.phone_type or "",
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p.phone_number or "",
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])
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else:
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writer.writerow([
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c.last_name or "",
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c.first_name or "",
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c.company or "",
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c.address or "",
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c.city or "",
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c.state or "",
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c.zip_code or "",
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"",
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"",
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])
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csv_bytes = output.getvalue().encode("utf-8")
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return Response(
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content=csv_bytes,
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media_type="text/csv",
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headers={"Content-Disposition": "attachment; filename=phone_book_address.csv"},
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)
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if format == "pdf":
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pdf_bytes = build_phone_book_address_pdf(clients)
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return Response(
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content=pdf_bytes,
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media_type="application/pdf",
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headers={"Content-Disposition": "attachment; filename=phone_book_address.pdf"},
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)
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logger.info("phone_book_address_render", count=len(clients))
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return templates.TemplateResponse(
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"report_phone_book_address.html",
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{
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"request": request,
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"user": user,
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"clients": clients,
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"q": q,
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"phone": phone,
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"client_ids": client_ids or [],
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},
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)
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# ------------------------------
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# Reports: Envelope (PDF)
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# ------------------------------
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@app.post("/reports/envelope")
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async def envelope_report_post(request: Request):
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"""Accept selected client IDs and redirect to GET for PDF download."""
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user = get_current_user_from_session(request.session)
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if not user:
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return RedirectResponse(url="/login", status_code=302)
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form = await request.form()
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client_ids = form.getlist("client_ids")
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if not client_ids:
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return RedirectResponse(url="/rolodex", status_code=302)
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ids_param = "&".join([f"client_ids={cid}" for cid in client_ids])
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return RedirectResponse(url=f"/reports/envelope?{ids_param}&format=pdf", status_code=302)
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@app.get("/reports/envelope")
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async def envelope_report(
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request: Request,
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client_ids: List[int] | None = Query(None),
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q: str | None = Query(None, description="Filter by name/company"),
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phone: str | None = Query(None, description="Phone contains (optional)"),
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format: str | None = Query("pdf", description="pdf output only"),
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db: Session = Depends(get_db),
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):
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user = get_current_user_from_session(request.session)
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if not user:
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return RedirectResponse(url="/login", status_code=302)
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query = db.query(Client)
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if client_ids:
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query = query.filter(Client.id.in_(client_ids))
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else:
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if q:
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like = f"%{q}%"
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query = query.filter(
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or_(Client.first_name.ilike(like), Client.last_name.ilike(like), Client.company.ilike(like))
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)
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if phone:
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# include clients that have a matching phone
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query = query.join(Phone, isouter=True).filter(or_(Phone.phone_number.ilike(f"%{phone}%"), Phone.id == None)).distinct() # noqa: E711
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clients = query.order_by(Client.last_name.asc().nulls_last(), Client.first_name.asc().nulls_last()).all()
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# Always produce PDF
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pdf_bytes = build_envelope_pdf(clients)
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logger.info("envelope_pdf", count=len(clients))
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return Response(
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content=pdf_bytes,
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media_type="application/pdf",
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headers={"Content-Disposition": "attachment; filename=envelopes.pdf"},
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)
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# ------------------------------
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# Reports: Rolodex Info (PDF)
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# ------------------------------
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@app.post("/reports/rolodex-info")
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async def rolodex_info_post(request: Request):
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user = get_current_user_from_session(request.session)
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if not user:
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return RedirectResponse(url="/login", status_code=302)
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form = await request.form()
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client_ids = form.getlist("client_ids")
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if not client_ids:
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return RedirectResponse(url="/rolodex", status_code=302)
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ids_param = "&".join([f"client_ids={cid}" for cid in client_ids])
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return RedirectResponse(url=f"/reports/rolodex-info?{ids_param}&format=pdf", status_code=302)
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@app.get("/reports/rolodex-info")
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async def rolodex_info_report(
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request: Request,
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client_ids: List[int] | None = Query(None),
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q: str | None = Query(None, description="Filter by name/company"),
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format: str | None = Query("pdf", description="pdf output only"),
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db: Session = Depends(get_db),
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):
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user = get_current_user_from_session(request.session)
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if not user:
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return RedirectResponse(url="/login", status_code=302)
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query = db.query(Client).options(joinedload(Client.phones))
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if client_ids:
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query = query.filter(Client.id.in_(client_ids))
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elif q:
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like = f"%{q}%"
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query = query.filter(
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or_(Client.first_name.ilike(like), Client.last_name.ilike(like), Client.company.ilike(like))
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)
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clients = query.order_by(Client.last_name.asc().nulls_last(), Client.first_name.asc().nulls_last()).all()
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pdf_bytes = build_rolodex_info_pdf(clients)
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logger.info("rolodex_info_pdf", count=len(clients))
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return Response(
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content=pdf_bytes,
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media_type="application/pdf",
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headers={"Content-Disposition": "attachment; filename=rolodex_info.pdf"},
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)
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# ------------------------------
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# JSON API: list/filter endpoints
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# ------------------------------
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183
app/reporting.py
183
app/reporting.py
@@ -164,3 +164,186 @@ def build_payments_detailed_pdf(payments: List[Payment]) -> bytes:
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return _output_pdf_bytes(pdf)
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# ------------------------------
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# Additional PDF Builders
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# ------------------------------
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def _format_client_name(client: Client) -> str:
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last = client.last_name or ""
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first = client.first_name or ""
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name = f"{last}, {first}".strip(", ")
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return name or (client.company or "")
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def _format_city_state_zip(client: Client) -> str:
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parts: list[str] = []
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if client.city:
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parts.append(client.city)
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state_zip = " ".join([p for p in [(client.state or ""), (client.zip_code or "")] if p])
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if state_zip:
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if parts:
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parts[-1] = f"{parts[-1]},"
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parts.append(state_zip)
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return " ".join(parts)
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def build_envelope_pdf(clients: List[Client]) -> bytes:
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"""Build an Envelope PDF with mailing blocks per client.
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Layout uses a simple grid to place multiple #10 envelope-style address
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blocks per Letter page. Each block includes:
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- Name (Last, First)
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- Company (if present)
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- Address line
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- City, ST ZIP
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"""
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logger.info("pdf_envelope_start", count=len(clients))
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pdf = SimplePDF(title="Envelope Blocks")
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pdf.add_page()
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# Grid parameters
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usable_width = pdf.w - pdf.l_margin - pdf.r_margin
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usable_height = pdf.h - pdf.t_margin - pdf.b_margin
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cols = 2
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col_w = usable_width / cols
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row_h = 45 # mm per block
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rows = max(1, int(usable_height // row_h))
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pdf.set_font("helvetica", size=11)
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col = 0
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row = 0
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for idx, c in enumerate(clients):
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if row >= rows:
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# next page
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pdf.add_page()
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col = 0
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row = 0
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x = pdf.l_margin + (col * col_w) + 6 # slight inner padding
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y = pdf.t_margin + (row * row_h) + 8
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# Draw block contents
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pdf.set_xy(x, y)
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name_line = _format_client_name(c)
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if name_line:
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pdf.cell(col_w - 12, 6, name_line, ln=1)
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if c.company:
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pdf.set_x(x)
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pdf.cell(col_w - 12, 6, c.company[:48], ln=1)
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if c.address:
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pdf.set_x(x)
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pdf.cell(col_w - 12, 6, c.address[:48], ln=1)
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city_state_zip = _format_city_state_zip(c)
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if city_state_zip:
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pdf.set_x(x)
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pdf.cell(col_w - 12, 6, city_state_zip[:48], ln=1)
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# Advance grid position
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col += 1
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if col >= cols:
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col = 0
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row += 1
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logger.info("pdf_envelope_done", pages=pdf.page_no())
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return _output_pdf_bytes(pdf)
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def build_phone_book_address_pdf(clients: List[Client]) -> bytes:
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"""Build a Phone Book (Address + Phone) PDF.
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Columns: Name, Company, Address, City, State, ZIP, Phone
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Multiple phone numbers yield multiple rows per client.
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"""
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logger.info("pdf_phone_book_addr_start", count=len(clients))
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pdf = SimplePDF(title="Phone Book — Address + Phone")
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pdf.add_page()
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headers = ["Name", "Company", "Address", "City", "State", "ZIP", "Phone"]
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widths = [40, 40, 55, 28, 12, 18, 30]
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pdf.set_font("helvetica", "B", 9)
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for h, w in zip(headers, widths):
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pdf.cell(w, 7, h, border=1)
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pdf.ln(7)
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pdf.set_font("helvetica", size=9)
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for c in clients:
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name = _format_client_name(c)
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phones = getattr(c, "phones", None) or [] # type: ignore[attr-defined]
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if phones:
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for p in phones:
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pdf.cell(widths[0], 6, (name or "")[:24], border=1)
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pdf.cell(widths[1], 6, (c.company or "")[:24], border=1)
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pdf.cell(widths[2], 6, (c.address or "")[:32], border=1)
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pdf.cell(widths[3], 6, (c.city or "")[:14], border=1)
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pdf.cell(widths[4], 6, (c.state or "")[:4], border=1)
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pdf.cell(widths[5], 6, (c.zip_code or "")[:10], border=1)
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pdf.cell(widths[6], 6, (getattr(p, "phone_number", "") or "")[:18], border=1)
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pdf.ln(6)
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else:
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pdf.cell(widths[0], 6, (name or "")[:24], border=1)
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pdf.cell(widths[1], 6, (c.company or "")[:24], border=1)
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pdf.cell(widths[2], 6, (c.address or "")[:32], border=1)
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pdf.cell(widths[3], 6, (c.city or "")[:14], border=1)
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pdf.cell(widths[4], 6, (c.state or "")[:4], border=1)
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pdf.cell(widths[5], 6, (c.zip_code or "")[:10], border=1)
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pdf.cell(widths[6], 6, "", border=1)
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pdf.ln(6)
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logger.info("pdf_phone_book_addr_done", pages=pdf.page_no())
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return _output_pdf_bytes(pdf)
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def build_rolodex_info_pdf(clients: List[Client]) -> bytes:
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"""Build a Rolodex Info PDF with stacked info blocks per client."""
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logger.info("pdf_rolodex_info_start", count=len(clients))
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pdf = SimplePDF(title="Rolodex Info")
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pdf.add_page()
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pdf.set_font("helvetica", size=11)
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for idx, c in enumerate(clients):
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# Section header
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pdf.set_font("helvetica", "B", 12)
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pdf.cell(0, 7, _format_client_name(c) or "(No Name)", ln=1)
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pdf.set_font("helvetica", size=10)
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# Company
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if c.company:
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pdf.cell(0, 6, f"Company: {c.company}", ln=1)
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# Address lines
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if c.address:
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pdf.cell(0, 6, f"Address: {c.address}", ln=1)
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city_state_zip = _format_city_state_zip(c)
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if city_state_zip:
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pdf.cell(0, 6, f"City/State/ZIP: {city_state_zip}", ln=1)
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# Legacy Id
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if c.rolodex_id:
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pdf.cell(0, 6, f"Legacy ID: {c.rolodex_id}", ln=1)
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# Phones
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phones = getattr(c, "phones", None) or [] # type: ignore[attr-defined]
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if phones:
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for p in phones:
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ptype = (getattr(p, "phone_type", "") or "").strip()
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pnum = (getattr(p, "phone_number", "") or "").strip()
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label = f"{ptype}: {pnum}" if ptype else pnum
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pdf.cell(0, 6, f"Phone: {label}", ln=1)
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# Divider
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pdf.ln(2)
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pdf.set_draw_color(200)
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x1 = pdf.l_margin
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x2 = pdf.w - pdf.r_margin
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y = pdf.get_y()
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pdf.line(x1, y, x2, y)
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pdf.ln(3)
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logger.info("pdf_rolodex_info_done", pages=pdf.page_no())
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return _output_pdf_bytes(pdf)
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74
app/templates/report_phone_book_address.html
Normal file
74
app/templates/report_phone_book_address.html
Normal file
@@ -0,0 +1,74 @@
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{% extends "base.html" %}
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{% block title %}Phone Book (Address + Phone) · Delphi Database{% endblock %}
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{% block content %}
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<div class="row g-3">
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<div class="col-12 d-flex align-items-center">
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<a class="btn btn-sm btn-outline-secondary me-2" href="/rolodex">
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<i class="bi bi-arrow-left"></i> Back
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</a>
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<h2 class="mb-0">Phone Book (Address + Phone)</h2>
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<div class="ms-auto d-flex gap-2">
|
||||
<a class="btn btn-outline-secondary btn-sm" href="/reports/phone-book-address?format=csv{% for id in client_ids %}&client_ids={{ id }}{% endfor %}{% if q %}&q={{ q | urlencode }}{% endif %}{% if phone %}&phone={{ phone | urlencode }}{% endif %}">
|
||||
<i class="bi bi-filetype-csv me-1"></i>Download CSV
|
||||
</a>
|
||||
<a class="btn btn-outline-secondary btn-sm" href="/reports/phone-book-address?format=pdf{% for id in client_ids %}&client_ids={{ id }}{% endfor %}{% if q %}&q={{ q | urlencode }}{% endif %}{% if phone %}&phone={{ phone | urlencode }}{% endif %}">
|
||||
<i class="bi bi-file-earmark-pdf me-1"></i>Download PDF
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-12">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width: 220px;">Name</th>
|
||||
<th>Company</th>
|
||||
<th>Address</th>
|
||||
<th style="width: 160px;">City</th>
|
||||
<th style="width: 90px;">State</th>
|
||||
<th style="width: 110px;">ZIP</th>
|
||||
<th style="width: 200px;">Phone</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% if clients and clients|length > 0 %}
|
||||
{% for c in clients %}
|
||||
{% if c.phones and c.phones|length > 0 %}
|
||||
{% for p in c.phones %}
|
||||
<tr>
|
||||
<td><span class="fw-semibold">{{ c.last_name or '' }}, {{ c.first_name or '' }}</span></td>
|
||||
<td>{{ c.company or '' }}</td>
|
||||
<td>{{ c.address or '' }}</td>
|
||||
<td>{{ c.city or '' }}</td>
|
||||
<td>{{ c.state or '' }}</td>
|
||||
<td>{{ c.zip_code or '' }}</td>
|
||||
<td>{{ (p.phone_type ~ ': ' if p.phone_type) ~ (p.phone_number or '') }}</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
{% else %}
|
||||
<tr>
|
||||
<td><span class="fw-semibold">{{ c.last_name or '' }}, {{ c.first_name or '' }}</span></td>
|
||||
<td>{{ c.company or '' }}</td>
|
||||
<td>{{ c.address or '' }}</td>
|
||||
<td>{{ c.city or '' }}</td>
|
||||
<td>{{ c.state or '' }}</td>
|
||||
<td>{{ c.zip_code or '' }}</td>
|
||||
<td class="text-muted">—</td>
|
||||
</tr>
|
||||
{% endif %}
|
||||
{% endfor %}
|
||||
{% else %}
|
||||
<tr><td colspan="7" class="text-center text-muted py-4">No data.</td></tr>
|
||||
{% endif %}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
{% endblock %}
|
||||
|
||||
|
||||
|
||||
@@ -92,6 +92,15 @@
|
||||
<a class="btn btn-outline-secondary" href="/reports/phone-book?format=csv{% if q %}&q={{ q | urlencode }}{% endif %}">
|
||||
<i class="bi bi-filetype-csv me-1"></i>Phone Book CSV (Current Filter)
|
||||
</a>
|
||||
<a class="btn btn-outline-secondary js-submit-to" data-action="/reports/phone-book-address" href="#">
|
||||
<i class="bi bi-journal-text me-1"></i>Phone+Address (Selected)
|
||||
</a>
|
||||
<a class="btn btn-outline-secondary js-submit-to" data-action="/reports/envelope" href="#">
|
||||
<i class="bi bi-envelope me-1"></i>Envelope (Selected)
|
||||
</a>
|
||||
<a class="btn btn-outline-secondary js-submit-to" data-action="/reports/rolodex-info" href="#">
|
||||
<i class="bi bi-card-text me-1"></i>Rolodex Info (Selected)
|
||||
</a>
|
||||
{% endcall %}
|
||||
{% endif %}
|
||||
</div>
|
||||
|
||||
@@ -81,6 +81,25 @@ document.addEventListener('DOMContentLoaded', function() {
|
||||
});
|
||||
});
|
||||
|
||||
// Submit selection to alternate endpoints using data-action
|
||||
document.querySelectorAll('.js-submit-to').forEach(function(link) {
|
||||
link.addEventListener('click', function(e) {
|
||||
e.preventDefault();
|
||||
var container = link.closest('.table-responsive') || document;
|
||||
var form = container.querySelector('form.js-answer-table');
|
||||
if (!form) form = document.querySelector('form.js-answer-table');
|
||||
if (!form) return;
|
||||
var original = form.getAttribute('action');
|
||||
var action = link.getAttribute('data-action');
|
||||
if (action) form.setAttribute('action', action);
|
||||
try {
|
||||
form.submit();
|
||||
} finally {
|
||||
if (original) form.setAttribute('action', original);
|
||||
}
|
||||
});
|
||||
});
|
||||
|
||||
// Field help: show contextual help from data-help on focus
|
||||
function attachFieldHelp(container) {
|
||||
if (!container) return;
|
||||
|
||||
Reference in New Issue
Block a user