MVP legacy features: payments search page, phone book report (HTML+CSV), Rolodex bulk selection + actions; audit logging for Rolodex/Phone CRUD; nav updates

app/main.py

@@ -16,13 +16,13 @@ from typing import Optional, List, Dict, Any
 from io import StringIO
 
 from fastapi import FastAPI, Depends, Request, Query, HTTPException, UploadFile, File, Form
-from fastapi.responses import RedirectResponse
+from fastapi.responses import RedirectResponse, Response
 from starlette.middleware.sessions import SessionMiddleware
 from fastapi.middleware.cors import CORSMiddleware
 from fastapi.staticfiles import StaticFiles
 from fastapi.templating import Jinja2Templates
 from sqlalchemy.orm import Session, joinedload
-from sqlalchemy import or_
+from sqlalchemy import or_, and_
 from dotenv import load_dotenv
 from starlette.middleware.base import BaseHTTPMiddleware
 import structlog
@@ -794,9 +794,9 @@ def process_csv_import(db: Session, import_type: str, file_path: str) -> Dict[st
 @app.get("/")
 async def root():
     """
-    Root endpoint - health check.
+    Root endpoint - serves login form for web interface.
     """
-    return {"message": "Delphi Database API is running"}
+    return RedirectResponse(url="/login", status_code=302)
 
 
 @app.get("/health")
@@ -1478,3 +1478,406 @@ async def case_reopen(
         request.session["case_update_errors"] = ["Failed to reopen case. Please try again."]
 
         return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+
+@app.get("/rolodex")
+async def rolodex_list(
+    request: Request,
+    q: str | None = Query(None, description="Search by name or company"),
+    phone: str | None = Query(None, description="Search by phone contains"),
+    page: int = Query(1, ge=1, description="Page number (1-indexed)"),
+    page_size: int = Query(20, ge=1, le=100, description="Results per page"),
+    db: Session = Depends(get_db),
+):
+    """
+    Rolodex list with simple search and pagination.
+
+    Filters clients by name/company and optional phone substring.
+    """
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    # Eager-load phones to avoid N+1 in template
+    query = db.query(Client).options(joinedload(Client.phones))
+
+    if q:
+        like = f"%{q}%"
+        query = query.filter(
+            or_(
+                Client.first_name.ilike(like),
+                Client.last_name.ilike(like),
+                Client.company.ilike(like),
+            )
+        )
+
+    if phone:
+        like_phone = f"%{phone}%"
+        # Use EXISTS over join to avoid duplicate rows
+        query = query.filter(Client.phones.any(Phone.phone_number.ilike(like_phone)))
+
+    # Order by last then first for stable display
+    query = query.order_by(Client.last_name.asc().nulls_last(), Client.first_name.asc().nulls_last())
+
+    total: int = query.count()
+    total_pages: int = (total + page_size - 1) // page_size if total > 0 else 1
+    if page > total_pages:
+        page = total_pages
+
+    offset = (page - 1) * page_size
+    clients = query.offset(offset).limit(page_size).all()
+
+    start_page = max(1, page - 2)
+    end_page = min(total_pages, page + 2)
+    page_numbers = list(range(start_page, end_page + 1))
+
+    logger.info(
+        "rolodex_render",
+        query=q,
+        phone=phone,
+        page=page,
+        page_size=page_size,
+        total=total,
+    )
+
+    return templates.TemplateResponse(
+        "rolodex.html",
+        {
+            "request": request,
+            "user": user,
+            "clients": clients,
+            "q": q,
+            "phone": phone,
+            "page": page,
+            "page_size": page_size,
+            "total": total,
+            "total_pages": total_pages,
+            "page_numbers": page_numbers,
+            "start_index": (offset + 1) if total > 0 else 0,
+            "end_index": min(offset + len(clients), total),
+            "enable_bulk": True,
+        },
+    )
+
+
+@app.get("/rolodex/new")
+async def rolodex_new(request: Request):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    return templates.TemplateResponse("rolodex_edit.html", {"request": request, "user": user, "client": None})
+
+
+@app.get("/rolodex/{client_id}")
+async def rolodex_view(client_id: int, request: Request, db: Session = Depends(get_db)):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = (
+        db.query(Client)
+        .options(joinedload(Client.phones), joinedload(Client.cases))
+        .filter(Client.id == client_id)
+        .first()
+    )
+    if not client:
+        raise HTTPException(status_code=404, detail="Client not found")
+
+    return templates.TemplateResponse("rolodex_view.html", {"request": request, "user": user, "client": client})
+
+
+@app.post("/rolodex/create")
+async def rolodex_create(
+    request: Request,
+    first_name: str = Form(None),
+    last_name: str = Form(None),
+    company: str = Form(None),
+    address: str = Form(None),
+    city: str = Form(None),
+    state: str = Form(None),
+    zip_code: str = Form(None),
+    rolodex_id: str = Form(None),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = Client(
+        first_name=(first_name or "").strip() or None,
+        last_name=(last_name or "").strip() or None,
+        company=(company or "").strip() or None,
+        address=(address or "").strip() or None,
+        city=(city or "").strip() or None,
+        state=(state or "").strip() or None,
+        zip_code=(zip_code or "").strip() or None,
+        rolodex_id=(rolodex_id or "").strip() or None,
+    )
+    db.add(client)
+    db.commit()
+    db.refresh(client)
+    logger.info("rolodex_create", client_id=client.id, rolodex_id=client.rolodex_id)
+    return RedirectResponse(url=f"/rolodex/{client.id}", status_code=302)
+
+
+@app.post("/rolodex/{client_id}/update")
+async def rolodex_update(
+    client_id: int,
+    request: Request,
+    first_name: str = Form(None),
+    last_name: str = Form(None),
+    company: str = Form(None),
+    address: str = Form(None),
+    city: str = Form(None),
+    state: str = Form(None),
+    zip_code: str = Form(None),
+    rolodex_id: str = Form(None),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = db.query(Client).filter(Client.id == client_id).first()
+    if not client:
+        raise HTTPException(status_code=404, detail="Client not found")
+
+    client.first_name = (first_name or "").strip() or None
+    client.last_name = (last_name or "").strip() or None
+    client.company = (company or "").strip() or None
+    client.address = (address or "").strip() or None
+    client.city = (city or "").strip() or None
+    client.state = (state or "").strip() or None
+    client.zip_code = (zip_code or "").strip() or None
+    client.rolodex_id = (rolodex_id or "").strip() or None
+
+    db.commit()
+    logger.info(
+        "rolodex_update",
+        client_id=client.id,
+        fields={
+            "first_name": client.first_name,
+            "last_name": client.last_name,
+            "company": client.company,
+            "rolodex_id": client.rolodex_id,
+        },
+    )
+    return RedirectResponse(url=f"/rolodex/{client.id}", status_code=302)
+
+
+@app.post("/rolodex/{client_id}/delete")
+async def rolodex_delete(client_id: int, request: Request, db: Session = Depends(get_db)):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = db.query(Client).filter(Client.id == client_id).first()
+    if not client:
+        raise HTTPException(status_code=404, detail="Client not found")
+
+    db.delete(client)
+    db.commit()
+    logger.info("rolodex_delete", client_id=client_id)
+    return RedirectResponse(url="/rolodex", status_code=302)
+
+
+@app.post("/rolodex/{client_id}/phone/add")
+async def rolodex_add_phone(
+    client_id: int,
+    request: Request,
+    phone_number: str = Form(...),
+    phone_type: str = Form(None),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = db.query(Client).filter(Client.id == client_id).first()
+    if not client:
+        raise HTTPException(status_code=404, detail="Client not found")
+
+    phone = Phone(
+        client_id=client.id,
+        phone_number=(phone_number or "").strip(),
+        phone_type=(phone_type or "").strip() or None,
+    )
+    db.add(phone)
+    db.commit()
+    logger.info("rolodex_phone_add", client_id=client.id, phone_id=phone.id, number=phone.phone_number)
+    return RedirectResponse(url=f"/rolodex/{client.id}", status_code=302)
+
+
+@app.post("/rolodex/{client_id}/phone/{phone_id}/delete")
+async def rolodex_delete_phone(client_id: int, phone_id: int, request: Request, db: Session = Depends(get_db)):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    phone = db.query(Phone).filter(Phone.id == phone_id, Phone.client_id == client_id).first()
+    if not phone:
+        raise HTTPException(status_code=404, detail="Phone not found")
+
+    db.delete(phone)
+    db.commit()
+    logger.info("rolodex_phone_delete", client_id=client_id, phone_id=phone_id)
+    return RedirectResponse(url=f"/rolodex/{client_id}", status_code=302)
+
+
+@app.get("/payments")
+async def payments_search(
+    request: Request,
+    from_date: str | None = Query(None, description="YYYY-MM-DD"),
+    to_date: str | None = Query(None, description="YYYY-MM-DD"),
+    file_no: str | None = Query(None, description="Case file number"),
+    rolodex_id: str | None = Query(None, description="Legacy client Id"),
+    q: str | None = Query(None, description="Description contains"),
+    page: int = Query(1, ge=1),
+    page_size: int = Query(50, ge=1, le=200),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    query = (
+        db.query(Payment)
+        .join(Case, Payment.case_id == Case.id)
+        .join(Client, Case.client_id == Client.id)
+        .order_by(Payment.payment_date.desc().nulls_last(), Payment.id.desc())
+    )
+
+    filters = []
+    if from_date:
+        try:
+            dt = datetime.strptime(from_date, "%Y-%m-%d")
+            filters.append(Payment.payment_date >= dt)
+        except ValueError:
+            pass
+    if to_date:
+        try:
+            dt = datetime.strptime(to_date, "%Y-%m-%d")
+            filters.append(Payment.payment_date <= dt)
+        except ValueError:
+            pass
+    if file_no:
+        filters.append(Case.file_no.ilike(f"%{file_no}%"))
+    if rolodex_id:
+        filters.append(Client.rolodex_id.ilike(f"%{rolodex_id}%"))
+    if q:
+        filters.append(Payment.description.ilike(f"%{q}%"))
+
+    if filters:
+        query = query.filter(and_(*filters))
+
+    total = query.count()
+    total_pages = (total + page_size - 1) // page_size if total > 0 else 1
+    if page > total_pages:
+        page = total_pages
+    offset = (page - 1) * page_size
+    payments = query.offset(offset).limit(page_size).all()
+
+    # Totals for current result page
+    page_total_amount = sum(p.amount or 0 for p in payments)
+
+    logger.info(
+        "payments_render",
+        from_date=from_date,
+        to_date=to_date,
+        file_no=file_no,
+        rolodex_id=rolodex_id,
+        q=q,
+        total=total,
+    )
+
+    return templates.TemplateResponse(
+        "payments.html",
+        {
+            "request": request,
+            "user": user,
+            "payments": payments,
+            "from_date": from_date,
+            "to_date": to_date,
+            "file_no": file_no,
+            "rolodex_id": rolodex_id,
+            "q": q,
+            "page": page,
+            "page_size": page_size,
+            "total": total,
+            "total_pages": total_pages,
+            "start_index": (offset + 1) if total > 0 else 0,
+            "end_index": min(offset + len(payments), total),
+            "page_total_amount": page_total_amount,
+        },
+    )
+
+
+@app.post("/reports/phone-book")
+async def phone_book_report_post(request: Request):
+    """Accepts selected client IDs from forms and redirects to GET for rendering."""
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    form = await request.form()
+    client_ids = form.getlist("client_ids")
+    if not client_ids:
+        return RedirectResponse(url="/rolodex", status_code=302)
+
+    ids_param = "&".join([f"client_ids={cid}" for cid in client_ids])
+    return RedirectResponse(url=f"/reports/phone-book?{ids_param}", status_code=302)
+
+
+@app.get("/reports/phone-book")
+async def phone_book_report(
+    request: Request,
+    client_ids: List[int] | None = Query(None),
+    q: str | None = Query(None, description="Filter by name/company"),
+    format: str | None = Query(None, description="csv for CSV output"),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    query = db.query(Client).options(joinedload(Client.phones))
+    if client_ids:
+        query = query.filter(Client.id.in_(client_ids))
+    elif q:
+        like = f"%{q}%"
+        query = query.filter(
+            or_(Client.first_name.ilike(like), Client.last_name.ilike(like), Client.company.ilike(like))
+        )
+
+    clients = query.order_by(Client.last_name.asc().nulls_last(), Client.first_name.asc().nulls_last()).all()
+
+    if format == "csv":
+        # Build CSV output
+        output = StringIO()
+        writer = csv.writer(output)
+        writer.writerow(["Last", "First", "Company", "Phone Type", "Phone Number"])
+        for c in clients:
+            if c.phones:
+                for p in c.phones:
+                    writer.writerow([
+                        c.last_name or "",
+                        c.first_name or "",
+                        c.company or "",
+                        p.phone_type or "",
+                        p.phone_number or "",
+                    ])
+            else:
+                writer.writerow([c.last_name or "", c.first_name or "", c.company or "", "", ""])
+        csv_bytes = output.getvalue().encode("utf-8")
+        return Response(
+            content=csv_bytes,
+            media_type="text/csv",
+            headers={"Content-Disposition": "attachment; filename=phone_book.csv"},
+        )
+
+    logger.info("phone_book_render", count=len(clients))
+    return templates.TemplateResponse(
+        "report_phone_book.html",
+        {"request": request, "user": user, "clients": clients, "q": q, "client_ids": client_ids or []},
+    )

app/templates/base.html

@@ -37,6 +37,12 @@
                     <li class="nav-item">
                         <a class="nav-link {% if 'dashboard' in request.url.path %}active{% endif %}" href="/dashboard">Dashboard</a>
                     </li>
+                    <li class="nav-item">
+                        <a class="nav-link {% if 'rolodex' in request.url.path %}active{% endif %}" href="/rolodex">Rolodex</a>
+                    </li>
+                    <li class="nav-item">
+                        <a class="nav-link {% if 'payments' in request.url.path %}active{% endif %}" href="/payments">Payments</a>
+                    </li>
                     <li class="nav-item">
                         <a class="nav-link {% if 'admin' in request.url.path %}active{% endif %}" href="/admin">Admin</a>
                     </li>

app/templates/payments.html

@@ -0,0 +1,106 @@
+{% extends "base.html" %}
+
+{% block title %}Payments · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3 align-items-center mb-3">
+  <div class="col-auto">
+    <h2 class="mb-0">Payments</h2>
+  </div>
+  <div class="col ms-auto">
+    <form class="row g-2" method="get">
+      <div class="col-md-2">
+        <input type="date" class="form-control" name="from_date" value="{{ from_date or '' }}" placeholder="From">
+      </div>
+      <div class="col-md-2">
+        <input type="date" class="form-control" name="to_date" value="{{ to_date or '' }}" placeholder="To">
+      </div>
+      <div class="col-md-2">
+        <input type="text" class="form-control" name="file_no" value="{{ file_no or '' }}" placeholder="File #">
+      </div>
+      <div class="col-md-2">
+        <input type="text" class="form-control" name="rolodex_id" value="{{ rolodex_id or '' }}" placeholder="Rolodex Id">
+      </div>
+      <div class="col-md-3">
+        <input type="text" class="form-control" name="q" value="{{ q or '' }}" placeholder="Description contains">
+      </div>
+      <div class="col-auto">
+        <input type="hidden" name="page_size" value="{{ page_size }}">
+        <button class="btn btn-outline-primary" type="submit"><i class="bi bi-search me-1"></i>Search</button>
+      </div>
+      <div class="col-auto">
+        <a class="btn btn-outline-secondary" href="/payments"><i class="bi bi-x-circle me-1"></i>Clear</a>
+      </div>
+    </form>
+  </div>
+  <div class="col-12 text-muted small">
+    {% if total and total > 0 %}
+      Showing {{ start_index }}–{{ end_index }} of {{ total }} | Page total: ${{ '%.2f'|format(page_total_amount) }}
+    {% else %}
+      No results
+    {% endif %}
+  </div>
+
+  <div class="col-12">
+    <div class="table-responsive">
+      <table class="table table-hover align-middle">
+        <thead class="table-light">
+          <tr>
+            <th style="width: 120px;">Date</th>
+            <th style="width: 140px;">File #</th>
+            <th>Client</th>
+            <th>Type</th>
+            <th>Description</th>
+            <th class="text-end" style="width: 140px;">Amount</th>
+          </tr>
+        </thead>
+        <tbody>
+          {% if payments and payments|length > 0 %}
+            {% for p in payments %}
+            <tr>
+              <td>{{ p.payment_date.strftime('%Y-%m-%d') if p.payment_date else '' }}</td>
+              <td>{{ p.case.file_no if p.case else '' }}</td>
+              <td>
+                {% set client = p.case.client if p.case else None %}
+                {% if client %}{{ client.last_name }}, {{ client.first_name }}{% else %}<span class="text-muted">—</span>{% endif %}
+              </td>
+              <td>{{ p.payment_type or '' }}</td>
+              <td>{{ p.description or '' }}</td>
+              <td class="text-end">{{ '%.2f'|format(p.amount) if p.amount is not none else '' }}</td>
+            </tr>
+            {% endfor %}
+          {% else %}
+            <tr><td colspan="6" class="text-center text-muted py-4">No payments found.</td></tr>
+          {% endif %}
+        </tbody>
+      </table>
+    </div>
+  </div>
+
+  <div class="col-12">
+    {% if total_pages and total_pages > 1 %}
+    <nav aria-label="Payments pagination">
+      <ul class="pagination mb-0">
+        <li class="page-item {% if page <= 1 %}disabled{% endif %}">
+          <a class="page-link" href="/payments?page={{ page - 1 if page > 1 else 1 }}&page_size={{ page_size }}{% if from_date %}&from_date={{ from_date }}{% endif %}{% if to_date %}&to_date={{ to_date }}{% endif %}{% if file_no %}&file_no={{ file_no | urlencode }}{% endif %}{% if rolodex_id %}&rolodex_id={{ rolodex_id | urlencode }}{% endif %}{% if q %}&q={{ q | urlencode }}{% endif %}">
+            &laquo;
+          </a>
+        </li>
+        {% for p in range(1, total_pages + 1) %}
+          <li class="page-item {% if p == page %}active{% endif %}">
+            <a class="page-link" href="/payments?page={{ p }}&page_size={{ page_size }}{% if from_date %}&from_date={{ from_date }}{% endif %}{% if to_date %}&to_date={{ to_date }}{% endif %}{% if file_no %}&file_no={{ file_no | urlencode }}{% endif %}{% if rolodex_id %}&rolodex_id={{ rolodex_id | urlencode }}{% endif %}{% if q %}&q={{ q | urlencode }}{% endif %}">{{ p }}</a>
+          </li>
+        {% endfor %}
+        <li class="page-item {% if page >= total_pages %}disabled{% endif %}">
+          <a class="page-link" href="/payments?page={{ page + 1 if page < total_pages else total_pages }}&page_size={{ page_size }}{% if from_date %}&from_date={{ from_date }}{% endif %}{% if to_date %}&to_date={{ to_date }}{% endif %}{% if file_no %}&file_no={{ file_no | urlencode }}{% endif %}{% if rolodex_id %}&rolodex_id={{ rolodex_id | urlencode }}{% endif %}{% if q %}&q={{ q | urlencode }}{% endif %}">
+            &raquo;
+          </a>
+        </li>
+      </ul>
+    </nav>
+    {% endif %}
+  </div>
+</div>
+{% endblock %}
+
+

app/templates/report_phone_book.html

@@ -0,0 +1,61 @@
+{% extends "base.html" %}
+
+{% block title %}Phone Book · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3">
+  <div class="col-12 d-flex align-items-center">
+    <a class="btn btn-sm btn-outline-secondary me-2" href="/rolodex">
+      <i class="bi bi-arrow-left"></i> Back
+    </a>
+    <h2 class="mb-0">Phone Book</h2>
+    <div class="ms-auto d-flex gap-2">
+      <a class="btn btn-outline-secondary btn-sm" href="/reports/phone-book?format=csv{% for id in client_ids %}&client_ids={{ id }}{% endfor %}{% if q %}&q={{ q | urlencode }}{% endif %}">
+        <i class="bi bi-filetype-csv me-1"></i>Download CSV
+      </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 style="width: 160px;">Phone Type</th>
+            <th style="width: 220px;">Phone Number</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>{{ p.phone_type or '' }}</td>
+                  <td>{{ 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 class="text-muted">—</td>
+                  <td class="text-muted">—</td>
+                </tr>
+              {% endif %}
+            {% endfor %}
+          {% else %}
+            <tr><td colspan="4" class="text-center text-muted py-4">No data.</td></tr>
+          {% endif %}
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>
+{% endblock %}
+
+

app/templates/rolodex.html

@@ -0,0 +1,153 @@
+{% extends "base.html" %}
+
+{% block title %}Rolodex · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3 align-items-center mb-3">
+    <div class="col-auto">
+        <h2 class="mb-0">Rolodex</h2>
+    </div>
+    <div class="col ms-auto">
+        <form class="row g-2" method="get" action="/rolodex">
+            <div class="col-md">
+                <input class="form-control" type="search" name="q" placeholder="Search name or company" aria-label="Search" value="{{ q or '' }}">
+            </div>
+            <div class="col-md">
+                <input class="form-control" type="search" name="phone" placeholder="Phone contains" aria-label="Phone" value="{{ phone or '' }}">
+            </div>
+            <div class="col-auto">
+                <input type="hidden" name="page_size" value="{{ page_size }}">
+                <button class="btn btn-outline-primary" type="submit">
+                    <i class="bi bi-search me-1"></i>Search
+                </button>
+            </div>
+            <div class="col-auto">
+                <a class="btn btn-outline-secondary" href="/rolodex">
+                    <i class="bi bi-x-circle me-1"></i>Clear
+                </a>
+            </div>
+            <div class="col-auto">
+                <a class="btn btn-primary" href="/rolodex/new">
+                    <i class="bi bi-plus-lg me-1"></i>New Client
+                </a>
+            </div>
+        </form>
+    </div>
+    <div class="col-12 text-muted small">
+        {% if total and total > 0 %}
+            Showing {{ start_index }}–{{ end_index }} of {{ total }}
+        {% else %}
+            No results
+        {% endif %}
+    </div>
+    <div class="col-12">
+        <div class="table-responsive">
+            <form method="post" action="/reports/phone-book" id="bulkForm">
+            <table class="table table-hover align-middle">
+                <thead class="table-light">
+                    <tr>
+                        {% if enable_bulk %}
+                        <th style="width: 40px;"><input class="form-check-input" type="checkbox" id="selectAll"></th>
+                        {% endif %}
+                        <th style="width: 220px;">Name</th>
+                        <th>Company</th>
+                        <th>Address</th>
+                        <th>City</th>
+                        <th style="width: 80px;">State</th>
+                        <th style="width: 110px;">ZIP</th>
+                        <th style="width: 200px;">Phones</th>
+                        <th class="text-end" style="width: 140px;">Actions</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    {% if clients and clients|length > 0 %}
+                        {% for c in clients %}
+                        <tr>
+                            {% if enable_bulk %}
+                            <td>
+                                <input class="form-check-input" type="checkbox" name="client_ids" value="{{ c.id }}">
+                            </td>
+                            {% endif %}
+                            <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>
+                                {% if c.phones and c.phones|length > 0 %}
+                                    {% for p in c.phones[:3] %}
+                                        <span class="badge bg-light text-dark me-1">{{ p.phone_number }}</span>
+                                    {% endfor %}
+                                {% else %}
+                                    <span class="text-muted">—</span>
+                                {% endif %}
+                            </td>
+                            <td class="text-end">
+                                <a class="btn btn-sm btn-outline-primary" href="/rolodex/{{ c.id }}">
+                                    <i class="bi bi-person-lines-fill me-1"></i>View
+                                </a>
+                            </td>
+                        </tr>
+                        {% endfor %}
+                    {% else %}
+                        <tr>
+                            <td colspan="8" class="text-center text-muted py-4">No clients found.</td>
+                        </tr>
+                    {% endif %}
+                </tbody>
+            </table>
+            {% if enable_bulk %}
+            <div class="d-flex gap-2">
+                <button type="submit" class="btn btn-outline-secondary">
+                    <i class="bi bi-journal-text me-1"></i>Phone Book (Selected)
+                </button>
+                <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>
+            </div>
+            {% endif %}
+            </form>
+        </div>
+    </div>
+    <div class="col-12">
+        {% if total_pages and total_pages > 1 %}
+        <nav aria-label="Rolodex pagination">
+            <ul class="pagination mb-0">
+                <li class="page-item {% if page <= 1 %}disabled{% endif %}">
+                    <a class="page-link" href="/rolodex?page={{ page - 1 if page > 1 else 1 }}&page_size={{ page_size }}{% if q %}&q={{ q | urlencode }}{% endif %}{% if phone %}&phone={{ phone | urlencode }}{% endif %}" aria-label="Previous">
+                        <span aria-hidden="true">&laquo;</span>
+                    </a>
+                </li>
+                {% for p in page_numbers %}
+                    <li class="page-item {% if p == page %}active{% endif %}">
+                        <a class="page-link" href="/rolodex?page={{ p }}&page_size={{ page_size }}{% if q %}&q={{ q | urlencode }}{% endif %}{% if phone %}&phone={{ phone | urlencode }}{% endif %}">{{ p }}</a>
+                    </li>
+                {% endfor %}
+                <li class="page-item {% if page >= total_pages %}disabled{% endif %}">
+                    <a class="page-link" href="/rolodex?page={{ page + 1 if page < total_pages else total_pages }}&page_size={{ page_size }}{% if q %}&q={{ q | urlencode }}{% endif %}{% if phone %}&phone={{ phone | urlencode }}{% endif %}" aria-label="Next">
+                        <span aria-hidden="true">&raquo;</span>
+                    </a>
+                </li>
+            </ul>
+        </nav>
+        {% endif %}
+    </div>
+</div>
+{% block extra_scripts %}
+<script>
+document.addEventListener('DOMContentLoaded', function() {
+  const selectAll = document.getElementById('selectAll');
+  if (selectAll) {
+    selectAll.addEventListener('change', function() {
+      document.querySelectorAll('input[name="client_ids"]').forEach(cb => cb.checked = selectAll.checked);
+    });
+  }
+});
+</script>
+{% endblock %}
+{% endblock %}
+
+

app/templates/rolodex_edit.html

@@ -0,0 +1,71 @@
+{% extends "base.html" %}
+
+{% block title %}{{ 'New Client' if not client else 'Edit Client' }} · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3">
+  <div class="col-12 d-flex align-items-center">
+    <a class="btn btn-sm btn-outline-secondary me-2" href="/rolodex">
+      <i class="bi bi-arrow-left"></i>
+      Back
+    </a>
+    <h2 class="mb-0">{{ 'New Client' if not client else 'Edit Client' }}</h2>
+  </div>
+
+  <div class="col-12">
+    <div class="card">
+      <div class="card-body">
+        <form method="post" action="{{ '/rolodex/create' if not client else '/rolodex/' ~ client.id ~ '/update' }}">
+          <div class="row g-3">
+            <div class="col-md-4">
+              <label for="last_name" class="form-label">Last Name</label>
+              <input type="text" class="form-control" id="last_name" name="last_name" value="{{ client.last_name if client else '' }}">
+            </div>
+            <div class="col-md-4">
+              <label for="first_name" class="form-label">First Name</label>
+              <input type="text" class="form-control" id="first_name" name="first_name" value="{{ client.first_name if client else '' }}">
+            </div>
+            <div class="col-md-4">
+              <label for="company" class="form-label">Company</label>
+              <input type="text" class="form-control" id="company" name="company" value="{{ client.company if client else '' }}">
+            </div>
+
+            <div class="col-md-6">
+              <label for="address" class="form-label">Address</label>
+              <input type="text" class="form-control" id="address" name="address" value="{{ client.address if client else '' }}">
+            </div>
+            <div class="col-md-3">
+              <label for="city" class="form-label">City</label>
+              <input type="text" class="form-control" id="city" name="city" value="{{ client.city if client else '' }}">
+            </div>
+            <div class="col-md-1">
+              <label for="state" class="form-label">State</label>
+              <input type="text" class="form-control" id="state" name="state" value="{{ client.state if client else '' }}">
+            </div>
+            <div class="col-md-2">
+              <label for="zip_code" class="form-label">ZIP</label>
+              <input type="text" class="form-control" id="zip_code" name="zip_code" value="{{ client.zip_code if client else '' }}">
+            </div>
+
+            <div class="col-md-4">
+              <label for="rolodex_id" class="form-label">Legacy Rolodex Id</label>
+              <input type="text" class="form-control" id="rolodex_id" name="rolodex_id" value="{{ client.rolodex_id if client else '' }}">
+            </div>
+
+            <div class="col-12">
+              <div class="d-flex gap-2">
+                <button type="submit" class="btn btn-primary">
+                  <i class="bi bi-check-lg me-1"></i>Save
+                </button>
+                <a href="{{ '/rolodex/' ~ client.id if client else '/rolodex' }}" class="btn btn-outline-secondary">Cancel</a>
+              </div>
+            </div>
+          </div>
+        </form>
+      </div>
+    </div>
+  </div>
+</div>
+{% endblock %}
+
+

app/templates/rolodex_view.html

@@ -0,0 +1,170 @@
+{% extends "base.html" %}
+
+{% block title %}Client · {{ client.last_name }}, {{ client.first_name }} · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3">
+  <div class="col-12 d-flex align-items-center">
+    <a class="btn btn-sm btn-outline-secondary me-2" href="/rolodex">
+      <i class="bi bi-arrow-left"></i>
+      Back
+    </a>
+    <h2 class="mb-0">Client</h2>
+    <div class="ms-auto">
+      <a class="btn btn-sm btn-outline-primary" href="/rolodex/{{ client.id }}/edit" onclick="event.preventDefault(); document.getElementById('editFormLink').submit();">
+        <i class="bi bi-pencil-square me-1"></i>Edit
+      </a>
+      <form id="editFormLink" method="get" action="/rolodex/new" class="d-none">
+        <input type="hidden" name="_" value="1">
+      </form>
+    </div>
+  </div>
+
+  <div class="col-12">
+    <div class="card">
+      <div class="card-body">
+        <div class="row mb-3">
+          <div class="col-md-4">
+            <div class="text-muted small">Name</div>
+            <div class="fw-semibold">{{ client.last_name or '' }}, {{ client.first_name or '' }}</div>
+          </div>
+          <div class="col-md-4">
+            <div class="text-muted small">Company</div>
+            <div>{{ client.company or '' }}</div>
+          </div>
+          <div class="col-md-4">
+            <div class="text-muted small">Legacy Rolodex Id</div>
+            <div>{{ client.rolodex_id or '' }}</div>
+          </div>
+        </div>
+        <div class="row mb-3">
+          <div class="col-md-6">
+            <div class="text-muted small">Address</div>
+            <div>{{ client.address or '' }}</div>
+          </div>
+          <div class="col-md-3">
+            <div class="text-muted small">City</div>
+            <div>{{ client.city or '' }}</div>
+          </div>
+          <div class="col-md-1">
+            <div class="text-muted small">State</div>
+            <div>{{ client.state or '' }}</div>
+          </div>
+          <div class="col-md-2">
+            <div class="text-muted small">ZIP</div>
+            <div>{{ client.zip_code or '' }}</div>
+          </div>
+        </div>
+
+        <div class="d-flex gap-2">
+          <a class="btn btn-primary" href="/rolodex/new" onclick="event.preventDefault(); document.getElementById('editClientForm').submit();">
+            <i class="bi bi-pencil-square me-1"></i>Edit Client
+          </a>
+          <form id="editClientForm" method="get" action="/rolodex/new" class="d-none">
+            <input type="hidden" name="_prefill" value="{{ client.id }}">
+          </form>
+          <form method="post" action="/rolodex/{{ client.id }}/delete" onsubmit="return confirm('Delete this client? This cannot be undone.');">
+            <button type="submit" class="btn btn-outline-danger">
+              <i class="bi bi-trash me-1"></i>Delete
+            </button>
+          </form>
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <div class="col-lg-6">
+    <div class="card h-100">
+      <div class="card-header d-flex justify-content-between align-items-center">
+        <h5 class="mb-0">Phones</h5>
+      </div>
+      <div class="card-body">
+        <form class="row g-2 mb-3" method="post" action="/rolodex/{{ client.id }}/phone/add">
+          <div class="col-md-6">
+            <input type="text" class="form-control" name="phone_number" placeholder="Phone number" required>
+          </div>
+          <div class="col-md-4">
+            <input type="text" class="form-control" name="phone_type" placeholder="Type (home, work)">
+          </div>
+          <div class="col-md-2">
+            <button type="submit" class="btn btn-primary w-100"><i class="bi bi-plus"></i></button>
+          </div>
+        </form>
+
+        <div class="table-responsive">
+          <table class="table table-sm align-middle">
+            <thead class="table-light">
+              <tr>
+                <th>Number</th>
+                <th>Type</th>
+                <th class="text-end" style="width: 100px;">Actions</th>
+              </tr>
+            </thead>
+            <tbody>
+              {% if client.phones and client.phones|length > 0 %}
+                {% for p in client.phones %}
+                <tr>
+                  <td>{{ p.phone_number }}</td>
+                  <td>{{ p.phone_type or '' }}</td>
+                  <td class="text-end">
+                    <form method="post" action="/rolodex/{{ client.id }}/phone/{{ p.id }}/delete" onsubmit="return confirm('Delete this phone?');">
+                      <button type="submit" class="btn btn-sm btn-outline-danger">
+                        <i class="bi bi-trash"></i>
+                      </button>
+                    </form>
+                  </td>
+                </tr>
+                {% endfor %}
+              {% else %}
+                <tr><td colspan="3" class="text-center text-muted py-3">No phones.</td></tr>
+              {% endif %}
+            </tbody>
+          </table>
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <div class="col-lg-6">
+    <div class="card h-100">
+      <div class="card-header">Related Cases</div>
+      <div class="card-body p-0">
+        <div class="table-responsive">
+          <table class="table table-sm mb-0 align-middle">
+            <thead class="table-light">
+              <tr>
+                <th style="width: 140px;">File #</th>
+                <th>Description</th>
+                <th style="width: 90px;">Status</th>
+                <th style="width: 110px;">Opened</th>
+                <th class="text-end" style="width: 110px;">Actions</th>
+              </tr>
+            </thead>
+            <tbody>
+              {% if client.cases and client.cases|length > 0 %}
+                {% for c in client.cases %}
+                <tr>
+                  <td>{{ c.file_no }}</td>
+                  <td>{{ c.description or '' }}</td>
+                  <td>{{ c.status or '' }}</td>
+                  <td>{{ c.open_date.strftime('%Y-%m-%d') if c.open_date else '' }}</td>
+                  <td class="text-end">
+                    <a class="btn btn-sm btn-outline-primary" href="/case/{{ c.id }}">
+                      <i class="bi bi-folder2-open"></i>
+                    </a>
+                  </td>
+                </tr>
+                {% endfor %}
+              {% else %}
+                <tr><td colspan="5" class="text-center text-muted py-3">No related cases.</td></tr>
+              {% endif %}
+            </tbody>
+          </table>
+        </div>
+      </div>
+    </div>
+  </div>
+</div>
+{% endblock %}
+
+