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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/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 %}