- 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.
