- Changed primary key from composite (file_no, version) to auto-increment id
- A pension can have multiple vesting schedule entries (e.g., vests 20% at year 1, 100% at year 5)
- Added index on (file_no, version) for efficient lookups
- Successfully imported 502 vesting schedule entries for 416 unique pensions
- Some pensions have up to 6 vesting milestones
- Changed encoding fallback order to prioritize iso-8859-1/latin-1 over cp1252
- Increased encoding test from 1KB to 10KB to catch issues deeper in files
- Added proper file handle cleanup on encoding failures
- Resolves 'charmap codec can't decode byte 0x9d' error in rolodex import
- Tested with rolodex file containing 52,100 rows successfully
- 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.
- Created app/database.py with SQLAlchemy engine, session management, and connection utilities
- Added comprehensive database models in app/models.py for User, Client, Phone, Case, Transaction, Document, and Payment
- Implemented FastAPI application with database lifecycle management in app/main.py
- Added health check endpoint to verify database connectivity
- Created README.md with database configuration documentation
- Verified database connection works correctly with SQLite backend
