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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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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 %}