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

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HotSwapp
2025-10-06 23:31:02 -05:00
parent d456ae4f39
commit f9c3b3cc9c
9 changed files with 974 additions and 6 deletions
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6
app/templates/base.html
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<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>

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app/templates/payments.html Normal file
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{% 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 %}

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app/templates/report_phone_book.html Normal file
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{% 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 %}

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app/templates/rolodex.html Normal file
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{% 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 %}

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app/templates/rolodex_edit.html Normal file
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{% 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 %}

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app/templates/rolodex_view.html Normal file
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{% 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 %}