- New POST /admin/map-files to reclassify unknown files to a chosen import type
- Centralize VALID_IMPORT_TYPES and pass to admin template
- UI: dropdown + 'Map Selected' button in Unknown card
- JS: mapSelectedFiles() posts selection and reloads on success
- Keeps UUID suffix, prevents traversal, logs actions
- Added delete button (trash icon) next to each uploaded file in the import section
- Implemented DELETE endpoint at /admin/delete-file/{filename} with authentication and validation
- Added JavaScript function to handle file deletion with confirmation dialog
- Includes security checks for directory traversal and file existence
- Logs file deletion actions with username for audit trail
- UI automatically refreshes after successful deletion
- Added table_counts query in /admin route to get record counts for all tables
* Reference tables (TrnsType, TrnsLkup, Footers, FileStat, Employee, etc.)
* Core data tables (Rolodex, LegacyPhone, LegacyFile, Ledger, etc.)
* Specialized tables (PlanInfo, Qdros, Pensions, etc.)
* Modern models (Client, Phone, Case, Transaction, Payment, Document)
- Created Database Status UI section in admin.html
* Four-column layout showing all table categories
* Color-coded badges (green=has data, gray=empty)
* Check mark icons for populated tables
* Table row highlighting based on data presence
* Legend explaining the visual indicators
- Helps users track import progress at a glance
- Shows which tables have been successfully imported
- Distinguishes between legacy and modern model data
- Added 5 new legacy models to app/models.py (FileType, FileNots, RolexV, FVarLkup, RVarLkup)
- Created app/import_legacy.py with import functions for all legacy tables:
* Reference tables: TRNSTYPE, TRNSLKUP, FOOTERS, FILESTAT, EMPLOYEE, GRUPLKUP, FILETYPE, FVARLKUP, RVARLKUP
* Core tables: ROLODEX, PHONE, ROLEX_V, FILES, FILES_R, FILES_V, FILENOTS, LEDGER, DEPOSITS, PAYMENTS
* Specialized: PLANINFO, QDROS, PENSIONS and all pension-related tables
- Created app/sync_legacy_to_modern.py with sync functions to populate modern models from legacy data
- Updated admin routes in app/main.py:
* Extended process_csv_import to support all new import types
* Added /admin/sync endpoint for syncing legacy to modern models
* Updated get_import_type_from_filename to recognize all CSV file patterns
- Enhanced app/templates/admin.html with:
* Import Order Guide showing recommended import sequence
* Sync to Modern Models section with confirmation dialog
* Sync results display with detailed per-table statistics
* Updated supported file formats list
- All import functions use batch processing (500 rows), proper error handling, and structured logging
- Sync functions maintain foreign key integrity and skip orphaned records with warnings
- Added 'Stored Filename' column to Upload Results table showing the actual filename used for storage
- Added 'Select All' button for each import type section to quickly select/deselect all files
- Improved JavaScript to handle select all/deselect all functionality with proper button state management
- Enhanced UI to clearly distinguish between original and stored filenames
- Increased logo size from 60x60 to 120x120px with proper styling
- Enhanced card layout with better padding and rounded corners
- Added modern gradient background and improved visual hierarchy
- Improved form styling with larger inputs and better spacing
- Enhanced password visibility toggle with better UX
- Improved error message styling with icons and rounded corners
- Added responsive design improvements for better mobile experience
- Updated color scheme with modern gradients and improved contrast
- PDF builders in app/reporting.py (envelope, phone+address, rolodex info)
- Endpoints in app/main.py with auth, filtering, logging, Content-Disposition
- New HTML template report_phone_book_address.html
- Rolodex bulk actions updated with buttons/links
- JS helper to submit selections to alternate endpoints
Tested via docker compose build/up and health check.
- Add ImportLog model for tracking import history and results
- Create admin.html template with file upload form and progress display
- Implement POST /admin/upload route for CSV file handling with validation
- Build CSV import engine with dispatcher routing by filename patterns:
* ROLODEX*.csv → Client model import
* PHONE*.csv → Phone model import with client linking
* FILES*.csv → Case model import
* LEDGER*.csv → Transaction model import
* QDROS*.csv → Document model import
* PAYMENTS*.csv → Payment model import
- Add POST /admin/import/{data_type} route for triggering imports
- Implement comprehensive validation, error handling, and progress tracking
- Support for CSV header validation, data type conversions, and duplicate handling
- Real-time progress tracking with ImportLog database model
- Responsive UI with Bootstrap components for upload and results display
- Enhanced navigation with admin panel link already in place
- Tested import functionality with validation and error handling
The admin panel enables bulk importing of legacy CSV data from the old-csv/ directory, making the system fully functional with real data.
- Add POST /case/{id}/update route for editing case fields (status, case_type, description, open_date, close_date)
- Add POST /case/{id}/close route to set status='closed' and close_date=current date
- Add POST /case/{id}/reopen route to set status='active' and clear close_date
- Update case.html template with edit form, success/error messaging, and action buttons
- Include comprehensive validation for dates and status values
- Add proper error handling with session-based error storage
- Preserve existing view content and styling consistency
- Add SECRET_KEY environment variable and .env file for session management
- Configure SessionMiddleware with FastAPI for user session handling
- Set up Jinja2 template engine with template directory configuration
- Mount static files directory for CSS, JS, and image assets
- Create comprehensive base.html template with Bootstrap 5 CDN
- Add Bootstrap Icons and custom styling support
- Include responsive navigation with user authentication state
- Create placeholder CSS and JavaScript files for customization
- Add aiofiles dependency for static file serving
This establishes the web framework foundation with session management
and templating system ready for frontend development.
