From c68ba45cebb36d7153e64e0f356fa51cab099ec1 Mon Sep 17 00:00:00 2001
From: HotSwapp <47397945+HotSwapp@users.noreply.github.com>
Date: Tue, 7 Oct 2025 10:12:00 -0500
Subject: [PATCH] Add legacy SQLAlchemy models mapped from
 docs/legacy-schema.md: ROLODEX, PHONE, FILES (+R/V), LEDGER, FILESTAT,
 FOOTERS, EMPLOYEE, STATES, GRUPLKUP, PRINTERS, SETUP, DEPOSITS, PAYMENTS
 (legacy), TRNSTYPE, TRNSLKUP, PLANINFO, QDROS, PENSIONS
 (+RESULTS/MARRIAGE/DEATH/SCHEDULE/SEPARATE). Add appropriate FKs and indexes;
 keep modern models intact.

---
 app/models.py | 467 +++++++++++++++++++++++++++++++++++++++++++++++++-
 1 file changed, 466 insertions(+), 1 deletion(-)

diff --git a/app/models.py b/app/models.py
index adeb69f..93fd068 100644
--- a/app/models.py
+++ b/app/models.py
@@ -4,7 +4,7 @@ SQLAlchemy models for the Delphi database.
 All models inherit from Base which is configured in the database module.
 """
 
-from sqlalchemy import Column, Integer, String, DateTime, ForeignKey, Float, Text, Boolean
+from sqlalchemy import Column, Integer, String, DateTime, ForeignKey, Float, Text, Boolean, Date, Numeric, Index, UniqueConstraint, ForeignKeyConstraint
 from sqlalchemy.orm import relationship
 from sqlalchemy.ext.declarative import declarative_base
 from sqlalchemy.sql import func
@@ -218,3 +218,468 @@ class ImportLog(Base):
 
     def __repr__(self):
         return f"<ImportLog(id={self.id}, type='{self.import_type}', status='{self.status}')>"
+
+
+# -----------------------------
+# Legacy schema models (read-only/migration support)
+# Derived from docs/legacy-schema.md
+# -----------------------------
+
+
+class Rolodex(Base):
+    """
+    Legacy ROLODEX master table.
+
+    Primary key is the human-readable `Id`.
+    """
+    __tablename__ = "rolodex"
+
+    id = Column(String, primary_key=True, index=True)  # Id (TEXT)
+    prefix = Column(String)
+    first = Column(String)
+    middle = Column(String)
+    last = Column(String, index=True)
+    suffix = Column(String)
+    title = Column(String)
+    a1 = Column(String)
+    a2 = Column(String)
+    a3 = Column(String)
+    city = Column(String)
+    abrev = Column(String(2))  # state abbreviation
+    st = Column(String)  # state name
+    zip = Column(String(10))
+    email = Column(String)
+    dob = Column(Date)
+    ss = Column(String)  # SS#
+    legal_status = Column(String)
+    group = Column(String)
+    memo = Column(Text)
+
+    __table_args__ = (
+        Index("ix_rolodex_last_first", "last", "first"),
+        Index("ix_rolodex_group", "group"),
+        Index("ix_rolodex_email", "email"),
+    )
+
+
+class LegacyPhone(Base):
+    """
+    Legacy PHONE table (phones by Rolodex Id).
+
+    Composite PK on (id, phone) to prevent duplicates per person.
+    """
+    __tablename__ = "phone"
+
+    id = Column(String, ForeignKey("rolodex.id", ondelete="CASCADE"), primary_key=True, index=True)
+    phone = Column(String, primary_key=True)
+    location = Column(String)
+
+    __table_args__ = (
+        Index("ix_phone_id", "id"),
+    )
+
+
+class TrnsType(Base):
+    """TRNSTYPE (transaction groups)."""
+    __tablename__ = "trnstype"
+
+    t_type = Column(String, primary_key=True)
+    t_type_l = Column(String)
+    header = Column(String)
+    footer = Column(String)
+
+
+class TrnsLkup(Base):
+    """TRNSLKUP (transaction codes)."""
+    __tablename__ = "trnslkup"
+
+    t_code = Column(String, primary_key=True)
+    t_type = Column(String, ForeignKey("trnstype.t_type"), index=True)
+    t_type_l = Column(String)
+    amount = Column(Numeric(12, 2))
+    description = Column(Text)
+
+
+class Footers(Base):
+    """FOOTERS table for footer codes and labels."""
+    __tablename__ = "footers"
+
+    f_code = Column(String, primary_key=True)
+    f_footer = Column(Text)
+
+
+class FileStat(Base):
+    """FILESTAT table for file statuses."""
+    __tablename__ = "filestat"
+
+    status = Column(String, primary_key=True)
+    definition = Column(Text)
+    send = Column(String)
+    footer_code = Column(String, ForeignKey("footers.f_code"), index=True)
+
+
+class Employee(Base):
+    """EMPLOYEE table linking employees to `Rolodex` and rate."""
+    __tablename__ = "employee"
+
+    empl_num = Column(String, primary_key=True)
+    empl_id = Column(String, ForeignKey("rolodex.id"), index=True)
+    rate_per_hour = Column(Numeric(12, 2))
+
+
+class States(Base):
+    """STATES reference table."""
+    __tablename__ = "states"
+
+    abrev = Column(String(2), primary_key=True)
+    st = Column(String)
+
+
+class GroupLkup(Base):
+    """GRUPLKUP reference table."""
+    __tablename__ = "gruplkup"
+
+    code = Column(String, primary_key=True)
+    description = Column(Text)
+    title = Column(String)
+
+
+class Printers(Base):
+    """PRINTERS configuration table."""
+    __tablename__ = "printers"
+
+    number = Column(Integer, primary_key=True)
+    name = Column(String)
+    port = Column(String)
+    page_break = Column(String)
+    setup_st = Column(String)
+    phone_book = Column(String)
+    rolodex_info = Column(String)
+    envelope = Column(String)
+    file_cabinet = Column(String)
+    accounts = Column(String)
+    statements = Column(String)
+    calendar = Column(String)
+    reset_st = Column(String)
+    b_underline = Column(String)
+    e_underline = Column(String)
+    b_bold = Column(String)
+    e_bold = Column(String)
+
+
+class Setup(Base):
+    """
+    SETUP application configuration. Not strictly keyed in legacy; introduce surrogate PK.
+    """
+    __tablename__ = "setup"
+
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    appl_title = Column(String)
+    l_head1 = Column(String)
+    l_head2 = Column(String)
+    l_head3 = Column(String)
+    l_head4 = Column(String)
+    l_head5 = Column(String)
+    l_head6 = Column(String)
+    l_head7 = Column(String)
+    l_head8 = Column(String)
+    l_head9 = Column(String)
+    l_head10 = Column(String)
+    default_printer = Column(Integer, ForeignKey("printers.number"), index=True)
+
+
+class LegacyFile(Base):
+    """
+    FILES (file cabinet) primary table.
+    """
+    __tablename__ = "files"
+
+    file_no = Column(String, primary_key=True, index=True)
+    id = Column(String, ForeignKey("rolodex.id"), index=True)
+    file_type = Column(String, index=True)
+    regarding = Column(Text)
+    opened = Column(Date)
+    closed = Column(Date)
+    empl_num = Column(String, ForeignKey("employee.empl_num"), index=True)
+    rate_per_hour = Column(Numeric(12, 2))
+    status = Column(String, ForeignKey("filestat.status"), index=True)
+    footer_code = Column(String, ForeignKey("footers.f_code"), index=True)
+    opposing = Column(String, ForeignKey("rolodex.id"), index=True)
+    hours = Column(Numeric(12, 2))
+    hours_p = Column(Numeric(12, 2))
+    trust_bal = Column(Numeric(12, 2))
+    trust_bal_p = Column(Numeric(12, 2))
+    hourly_fees = Column(Numeric(12, 2))
+    hourly_fees_p = Column(Numeric(12, 2))
+    flat_fees = Column(Numeric(12, 2))
+    flat_fees_p = Column(Numeric(12, 2))
+    disbursements = Column(Numeric(12, 2))
+    disbursements_p = Column(Numeric(12, 2))
+    credit_bal = Column(Numeric(12, 2))
+    credit_bal_p = Column(Numeric(12, 2))
+    total_charges = Column(Numeric(12, 2))
+    total_charges_p = Column(Numeric(12, 2))
+    amount_owing = Column(Numeric(12, 2))
+    amount_owing_p = Column(Numeric(12, 2))
+    transferable = Column(Numeric(12, 2))
+    memo = Column(Text)
+
+    __table_args__ = (
+        Index("ix_files_id", "id"),
+        Index("ix_files_opposing", "opposing"),
+        Index("ix_files_status", "status"),
+        Index("ix_files_type", "file_type"),
+    )
+
+
+class FilesR(Base):
+    """FILES_R relationships per file."""
+    __tablename__ = "files_r"
+
+    file_no = Column(String, ForeignKey("files.file_no", ondelete="CASCADE"), primary_key=True)
+    relationship = Column(String, primary_key=True)
+    rolodex_id = Column(String, ForeignKey("rolodex.id", ondelete="CASCADE"), primary_key=True)
+
+    __table_args__ = (
+        Index("ix_files_r_rolodex_id", "rolodex_id"),
+    )
+
+
+class FilesV(Base):
+    """FILES_V variables per file."""
+    __tablename__ = "files_v"
+
+    file_no = Column(String, ForeignKey("files.file_no", ondelete="CASCADE"), primary_key=True)
+    identifier = Column(String, primary_key=True)
+    response = Column(Text)
+
+
+class Ledger(Base):
+    """LEDGER entries for time/charges per file."""
+    __tablename__ = "ledger"
+
+    file_no = Column(String, ForeignKey("files.file_no", ondelete="CASCADE"), primary_key=True)
+    date = Column(Date, index=True)
+    item_no = Column(Integer, primary_key=True)
+    empl_num = Column(String, ForeignKey("employee.empl_num"), index=True)
+    t_code = Column(String, ForeignKey("trnslkup.t_code"), index=True)
+    t_type = Column(String, ForeignKey("trnstype.t_type"), index=True)
+    t_type_l = Column(String)
+    quantity = Column(Numeric(12, 2))
+    rate = Column(Numeric(12, 2))
+    amount = Column(Numeric(12, 2))
+    billed = Column(String(1))  # 'Y' or 'N'
+    note = Column(Text)
+
+    __table_args__ = (
+        Index("ix_ledger_file_date", "file_no", "date"),
+    )
+
+
+class Deposits(Base):
+    """DEPOSITS daily totals."""
+    __tablename__ = "deposits"
+
+    deposit_date = Column(Date, primary_key=True)
+    total = Column(Numeric(12, 2))
+
+
+class LegacyPayment(Base):
+    """PAYMENTS legacy payments (separate from modern `payments`)."""
+    __tablename__ = "payments_legacy"
+
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    deposit_date = Column(Date, ForeignKey("deposits.deposit_date"), index=True)
+    file_no = Column(String, ForeignKey("files.file_no"), index=True)
+    rolodex_id = Column(String, ForeignKey("rolodex.id"), index=True)
+    regarding = Column(Text)
+    amount = Column(Numeric(12, 2))
+    note = Column(Text)
+
+
+class PlanInfo(Base):
+    """PLANINFO reference table."""
+    __tablename__ = "planinfo"
+
+    plan_id = Column(String, primary_key=True)
+    plan_name = Column(String)
+    plan_type = Column(String)
+    empl_id_no = Column(String)
+    plan_no = Column(String)
+    nra = Column(String)
+    era = Column(String)
+    errf = Column(String)
+    colas = Column(String)
+    divided_by = Column(String)
+    drafted = Column(String)
+    benefit_c = Column(String)
+    qdro_c = Column(String)
+    rev = Column(String)  # ^REV
+    pa = Column(String)  # ^PA
+    form_name = Column(String)
+    drafted_on = Column(Date)
+    memo = Column(Text)
+
+
+class Qdros(Base):
+    """QDROS table for QDRO case data."""
+    __tablename__ = "qdros"
+
+    file_no = Column(String, ForeignKey("files.file_no"), primary_key=True)
+    version = Column(String, primary_key=True)
+    plan_id = Column(String, ForeignKey("planinfo.plan_id"), index=True)
+    _1 = Column(String)  # ^1
+    _2 = Column(String)  # ^2
+    part = Column(String)  # ^Part
+    altp = Column(String)  # ^AltP
+    pet = Column(String)  # ^Pet
+    res = Column(String)  # ^Res
+    case_type = Column(String)
+    case_code = Column(String)
+    section = Column(String)
+    case_number = Column(String)
+    judgment_date = Column(Date)
+    valuation_date = Column(Date)
+    married_on = Column(Date)
+    percent_awarded = Column(Numeric(12, 2))
+    ven_city = Column(String)
+    ven_cnty = Column(String)
+    ven_st = Column(String(2))
+    draft_out = Column(Date)
+    draft_apr = Column(Date)
+    final_out = Column(Date)
+    judge = Column(String)
+    form_name = Column(String)
+
+
+class Pensions(Base):
+    """PENSIONS primary table; composite key (file_no, version)."""
+    __tablename__ = "pensions"
+
+    file_no = Column(String, ForeignKey("files.file_no"), primary_key=True)
+    version = Column(String, primary_key=True)
+    plan_id = Column(String, ForeignKey("planinfo.plan_id"), index=True)
+    plan_name = Column(String)
+    title = Column(String)
+    first = Column(String)
+    last = Column(String)
+    birth = Column(Date)
+    race = Column(String)
+    sex = Column(String)
+    info = Column(Date)
+    valu = Column(Date)
+    accrued = Column(Numeric(12, 2))
+    vested_per = Column(Numeric(12, 2))
+    start_age = Column(Numeric(12, 2))
+    cola = Column(Numeric(12, 2))
+    max_cola = Column(Numeric(12, 2))
+    withdrawal = Column(Numeric(12, 2))
+    pre_dr = Column(Numeric(12, 2))
+    post_dr = Column(Numeric(12, 2))
+    tax_rate = Column(Numeric(12, 2))
+
+
+class PensionResults(Base):
+    """RESULTS derived values per pension (by file_no, version)."""
+    __tablename__ = "pension_results"
+
+    file_no = Column(String, primary_key=True)
+    version = Column(String, primary_key=True)
+
+    accrued = Column(Numeric(12, 2))
+    start_age = Column(Numeric(12, 2))
+    cola = Column(Numeric(12, 2))
+    withdrawal = Column(Numeric(12, 2))
+    pre_dr = Column(Numeric(12, 2))
+    post_dr = Column(Numeric(12, 2))
+    tax_rate = Column(Numeric(12, 2))
+    age = Column(Numeric(12, 2))
+    years_from = Column(Numeric(12, 2))
+    life_exp = Column(Numeric(12, 2))
+    ev_monthly = Column(Numeric(12, 2))
+    payments = Column(Numeric(12, 2))
+    pay_out = Column(Numeric(12, 2))
+    fund_value = Column(Numeric(12, 2))
+    pv = Column(Numeric(12, 2))
+    mortality = Column(Numeric(12, 2))
+    pv_am = Column(Numeric(12, 2))
+    pv_amt = Column(Numeric(12, 2))
+    pv_pre_db = Column(Numeric(12, 2))
+    pv_annuity = Column(Numeric(12, 2))
+    wv_at = Column(Numeric(12, 2))
+    pv_plan = Column(Numeric(12, 2))
+    years_married = Column(Numeric(12, 2))
+    years_service = Column(Numeric(12, 2))
+    marr_per = Column(Numeric(12, 2))
+    marr_amt = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+        Index("ix_pension_results_file_version", "file_no", "version"),
+    )
+
+
+class PensionMarriage(Base):
+    """MARRIAGE periods related to pensions."""
+    __tablename__ = "pension_marriage"
+
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    file_no = Column(String, nullable=False)
+    version = Column(String, nullable=False)
+    married_from = Column(Date)
+    married_to = Column(Date)
+    married_years = Column(Numeric(12, 2))
+    service_from = Column(Date)
+    service_to = Column(Date)
+    service_years = Column(Numeric(12, 2))
+    marital_pct = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+        Index("ix_pension_marriage_file_version", "file_no", "version"),
+    )
+
+
+class PensionDeath(Base):
+    """DEATH related amounts for pensions."""
+    __tablename__ = "pension_death"
+
+    file_no = Column(String, primary_key=True)
+    version = Column(String, primary_key=True)
+    lump1 = Column(Numeric(12, 2))
+    lump2 = Column(Numeric(12, 2))
+    growth1 = Column(Numeric(12, 2))
+    growth2 = Column(Numeric(12, 2))
+    disc1 = Column(Numeric(12, 2))
+    disc2 = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+    )
+
+
+class PensionSchedule(Base):
+    """SCHEDULE vesting schedule for pensions."""
+    __tablename__ = "pension_schedule"
+
+    file_no = Column(String, primary_key=True)
+    version = Column(String, primary_key=True)
+    vests_on = Column(Date)
+    vests_at = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+    )
+
+
+class PensionSeparate(Base):
+    """SEPARATE calculations for pensions."""
+    __tablename__ = "pension_separate"
+
+    file_no = Column(String, primary_key=True)
+    version = Column(String, primary_key=True)
+    separation_rate = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+    )