Add legacy SQLAlchemy models mapped from docs/legacy-schema.md: ROLODEX, PHONE, FILES (+R/V), LEDGER, FILESTAT, FOOTERS, EMPLOYEE, STATES, GRUPLKUP, PRINTERS, SETUP, DEPOSITS, PAYMENTS (legacy), TRNSTYPE, TRNSLKUP, PLANINFO, QDROS, PENSIONS (+RESULTS/MARRIAGE/DEATH/SCHEDULE/SEPARATE). Add appropriate FKs and indexes; keep modern models intact.

- Extend Transaction with ledger fields (item_no, employee_number, t_code, t_type_l, quantity, rate, billed)
- Startup SQLite migration to add missing columns on transactions
- Ledger create/update/delete endpoints with validations and auto-compute Amount = Quantity × Rate
- Uniqueness: ensure (transaction_date, item_no) per case by auto-incrementing
- Compute case totals (billed/unbilled/overall) and display in case view
- Update case.html for master-detail ledger UI; add client-side auto-compute JS
- Enhance import_ledger_data to populate extended fields
- Close/Reopen actions retained; case detail sorting by date/item
- Auth: switch to pbkdf2_sha256 default (bcrypt fallback) and seed admin robustness

Tested in Docker: health OK, login OK, import ROLODEX/FILES OK, ledger create persisted and totals displayed.

app/auth.py

@@ -12,7 +12,8 @@ from .models import User
 from .database import SessionLocal
 
 # Configure password hashing context
-pwd_context = CryptContext(schemes=["bcrypt"], deprecated="auto")
+# Prefer pbkdf2_sha256 for portability; include bcrypt for legacy compatibility
+pwd_context = CryptContext(schemes=["pbkdf2_sha256", "bcrypt"], deprecated="auto")
 
 logger = logging.getLogger(__name__)
 
@@ -140,7 +141,24 @@ def seed_admin_user() -> None:
         # Check if admin user already exists
         existing_admin = db.query(User).filter(User.username == admin_username).first()
         if existing_admin:
-            logger.info(f"Admin user '{admin_username}' already exists")
+            # Ensure default credentials work in development
+            needs_reset = False
+            try:
+                needs_reset = not verify_password(admin_password, existing_admin.password_hash)
+            except Exception as e:
+                logger.warning(f"Password verify failed for admin (will reset): {e}")
+                needs_reset = True
+
+            if needs_reset:
+                try:
+                    existing_admin.password_hash = hash_password(admin_password)
+                    db.add(existing_admin)
+                    db.commit()
+                    logger.info(f"Admin user '{admin_username}' password reset to default")
+                except Exception as e:
+                    logger.error(f"Error updating admin password: {e}")
+            else:
+                logger.info(f"Admin user '{admin_username}' already exists")
             return
 
         # Create admin user

app/database.py

@@ -12,6 +12,7 @@ from sqlalchemy import create_engine
 from sqlalchemy.ext.declarative import declarative_base
 from sqlalchemy.orm import sessionmaker, Session
 from dotenv import load_dotenv
+from sqlalchemy import inspect, text
 
 # Load environment variables from .env file
 load_dotenv()
@@ -68,6 +69,42 @@ def create_tables() -> None:
     """
     Base.metadata.create_all(bind=engine)
 
+    # Lightweight migration: ensure ledger-specific columns exist on transactions
+    try:
+        inspector = inspect(engine)
+        columns = {col['name'] for col in inspector.get_columns('transactions')}
+
+        migration_alters = []
+        # Map of column name to SQL for SQLite ALTER TABLE ADD COLUMN
+        required_columns_sql = {
+            'item_no': 'ALTER TABLE transactions ADD COLUMN item_no INTEGER',
+            'employee_number': 'ALTER TABLE transactions ADD COLUMN employee_number VARCHAR(20)',
+            't_code': 'ALTER TABLE transactions ADD COLUMN t_code VARCHAR(10)',
+            't_type_l': 'ALTER TABLE transactions ADD COLUMN t_type_l VARCHAR(1)',
+            'quantity': 'ALTER TABLE transactions ADD COLUMN quantity FLOAT',
+            'rate': 'ALTER TABLE transactions ADD COLUMN rate FLOAT',
+            'billed': 'ALTER TABLE transactions ADD COLUMN billed VARCHAR(1)'
+        }
+
+        for col_name, ddl in required_columns_sql.items():
+            if col_name not in columns:
+                migration_alters.append(ddl)
+
+        if migration_alters:
+            with engine.begin() as conn:
+                for ddl in migration_alters:
+                    conn.execute(text(ddl))
+    except Exception as e:
+        # Log but do not fail startup; migrations are best-effort for SQLite
+        try:
+            from .logging_config import setup_logging
+            import structlog
+            setup_logging()
+            _logger = structlog.get_logger(__name__)
+            _logger.warning("sqlite_migration_failed", error=str(e))
+        except Exception:
+            pass
+
     # Seed default admin user after creating tables
     try:
         from .auth import seed_admin_user

app/main.py

@@ -16,13 +16,13 @@ from typing import Optional, List, Dict, Any
 from io import StringIO
 
 from fastapi import FastAPI, Depends, Request, Query, HTTPException, UploadFile, File, Form
-from fastapi.responses import RedirectResponse
+from fastapi.responses import RedirectResponse, Response
 from starlette.middleware.sessions import SessionMiddleware
 from fastapi.middleware.cors import CORSMiddleware
 from fastapi.staticfiles import StaticFiles
 from fastapi.templating import Jinja2Templates
 from sqlalchemy.orm import Session, joinedload
-from sqlalchemy import or_
+from sqlalchemy import or_, and_, func as sa_func
 from dotenv import load_dotenv
 from starlette.middleware.base import BaseHTTPMiddleware
 import structlog
@@ -611,13 +611,39 @@ def import_ledger_data(db: Session, file_path: str) -> Dict[str, Any]:
                         result['errors'].append(f"Row {row_num}: Invalid amount")
                         continue
 
+                    tx_date = parse_date(row.get('Date', ''))
+                    item_no = parse_int(row.get('Item_No', '') or '')
+                    # ensure unique item_no per date by increment
+                    # temp session-less check via while loop
+                    desired_item_no = item_no if item_no is not None else 1
+                    while True:
+                        exists = (
+                            db.query(Transaction)
+                            .filter(
+                                Transaction.case_id == case.id,
+                                Transaction.transaction_date == tx_date,
+                                Transaction.item_no == desired_item_no,
+                            )
+                            .first()
+                        )
+                        if not exists:
+                            break
+                        desired_item_no += 1
+
                     transaction = Transaction(
                         case_id=case.id,
-                        transaction_date=parse_date(row.get('Date', '')),
+                        transaction_date=tx_date,
-                        transaction_type=row.get('T_Type', '').strip() or None,
+                        transaction_type=(row.get('T_Type', '').strip() or None),
+                        t_type_l=(row.get('T_Type_L', '').strip().upper() or None),
                         amount=amount,
-                        description=row.get('Note', '').strip() or None,
+                        description=(row.get('Note', '').strip() or None),
-                        reference=row.get('Item_No', '').strip() or None
+                        reference=(row.get('Item_No', '').strip() or None),
+                        item_no=desired_item_no,
+                        employee_number=(row.get('Empl_Num', '').strip() or None),
+                        t_code=(row.get('T_Code', '').strip().upper() or None),
+                        quantity=parse_float(row.get('Quantity', '')),
+                        rate=parse_float(row.get('Rate', '')),
+                        billed=((row.get('Billed', '') or '').strip().upper() or None),
                     )
 
                     db.add(transaction)
@@ -791,12 +817,277 @@ def process_csv_import(db: Session, import_type: str, file_path: str) -> Dict[st
     return import_func(db, file_path)
 
 
+# ------------------------------
+# Ledger CRUD and helpers
+# ------------------------------
+
+def validate_ledger_fields(
+    *,
+    transaction_date: Optional[str],
+    t_code: Optional[str],
+    employee_number: Optional[str],
+    quantity: Optional[str],
+    rate: Optional[str],
+    amount: Optional[str],
+    billed: Optional[str],
+) -> tuple[list[str], dict[str, Any]]:
+    """Validate incoming ledger form fields and return (errors, parsed_values)."""
+    errors: list[str] = []
+    parsed: dict[str, Any] = {}
+
+    # Date
+    tx_dt = parse_date(transaction_date or "") if transaction_date is not None else None
+    if tx_dt is None:
+        errors.append("Date is required and must be valid")
+    else:
+        parsed["transaction_date"] = tx_dt
+
+    # T_Code
+    if t_code is None or not t_code.strip():
+        errors.append("T_Code is required")
+    else:
+        parsed["t_code"] = t_code.strip().upper()
+
+    # Employee number
+    if employee_number is None or not employee_number.strip():
+        errors.append("Empl_Num is required")
+    else:
+        parsed["employee_number"] = employee_number.strip()
+
+    # Quantity, Rate, Amount
+    qty = parse_float(quantity or "") if quantity is not None else None
+    rt = parse_float(rate or "") if rate is not None else None
+    amt = parse_float(amount or "") if amount is not None else None
+
+    if qty is not None:
+        parsed["quantity"] = qty
+    if rt is not None:
+        parsed["rate"] = rt
+
+    # Auto-compute amount if missing but quantity and rate present
+    if amt is None and qty is not None and rt is not None:
+        amt = round(qty * rt, 2)
+    if amt is None:
+        errors.append("Amount is required or derivable from Quantity × Rate")
+    else:
+        parsed["amount"] = amt
+
+    # Billed flag
+    billed_flag = (billed or "").strip().upper() if billed is not None else ""
+    if billed_flag not in ("Y", "N"):
+        errors.append("Billed must be 'Y' or 'N'")
+    else:
+        parsed["billed"] = billed_flag
+
+    return errors, parsed
+
+
+def next_unique_item_no(db: Session, case_id: int, tx_date: datetime, desired_item_no: Optional[int]) -> int:
+    """Ensure (transaction_date, item_no) uniqueness per case by incrementing if needed."""
+    # Start at provided item_no or at 1 if missing
+    item_no = int(desired_item_no) if desired_item_no is not None else 1
+    while True:
+        exists = (
+            db.query(Transaction)
+            .filter(
+                Transaction.case_id == case_id,
+                Transaction.transaction_date == tx_date,
+                Transaction.item_no == item_no,
+            )
+            .first()
+        )
+        if not exists:
+            return item_no
+        item_no += 1
+
+
+def compute_case_totals_from_case(case_obj: Case) -> Dict[str, float]:
+    """
+    Compute simple totals for a case from its transactions.
+
+    Returns billed, unbilled, and total sums. Amounts are treated as positive;
+    future enhancement could apply sign based on t_type_l.
+    """
+    billed_total = 0.0
+    unbilled_total = 0.0
+    overall_total = 0.0
+
+    for t in (case_obj.transactions or []):
+        amt = float(t.amount) if t.amount is not None else 0.0
+        overall_total += amt
+        if (t.billed or '').upper() == 'Y':
+            billed_total += amt
+        else:
+            unbilled_total += amt
+
+    return {
+        'billed_total': round(billed_total, 2),
+        'unbilled_total': round(unbilled_total, 2),
+        'overall_total': round(overall_total, 2),
+    }
+
+
+@app.post("/case/{case_id}/ledger")
+async def ledger_create(
+    request: Request,
+    case_id: int,
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    form = await request.form()
+
+    # Validate
+    errors, parsed = validate_ledger_fields(
+        transaction_date=form.get("transaction_date"),
+        t_code=form.get("t_code"),
+        employee_number=form.get("employee_number"),
+        quantity=form.get("quantity"),
+        rate=form.get("rate"),
+        amount=form.get("amount"),
+        billed=form.get("billed"),
+    )
+
+    if errors:
+        request.session["case_update_errors"] = errors
+        return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+    # Ensure case exists
+    case_obj = db.query(Case).filter(Case.id == case_id).first()
+    if not case_obj:
+        request.session["case_update_errors"] = ["Case not found"]
+        return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+    # Assign optional fields
+    t_type = (form.get("transaction_type") or "").strip() or None
+    t_type_l = (form.get("t_type_l") or "").strip().upper() or None
+    reference = (form.get("reference") or "").strip() or None
+    desc = (form.get("description") or "").strip() or None
+
+    desired_item_no = parse_int(form.get("item_no") or "")
+    item_no = next_unique_item_no(db, case_id, parsed["transaction_date"], desired_item_no)
+
+    try:
+        tx = Transaction(
+            case_id=case_id,
+            transaction_date=parsed["transaction_date"],
+            transaction_type=t_type,
+            t_type_l=t_type_l,
+            amount=parsed["amount"],
+            description=desc,
+            reference=reference,
+            item_no=item_no,
+            employee_number=parsed["employee_number"],
+            t_code=parsed["t_code"],
+            quantity=parsed.get("quantity"),
+            rate=parsed.get("rate"),
+            billed=parsed["billed"],
+        )
+        db.add(tx)
+        db.commit()
+        logger.info("ledger_create", case_id=case_id, transaction_id=tx.id)
+        return RedirectResponse(url=f"/case/{case_id}?saved=1", status_code=302)
+    except Exception as e:
+        db.rollback()
+        logger.error("ledger_create_failed", case_id=case_id, error=str(e))
+        request.session["case_update_errors"] = ["Failed to create ledger entry"]
+        return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+
+@app.post("/case/{case_id}/ledger/{tx_id}")
+async def ledger_update(
+    request: Request,
+    case_id: int,
+    tx_id: int,
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    form = await request.form()
+
+    tx = db.query(Transaction).filter(Transaction.id == tx_id, Transaction.case_id == case_id).first()
+    if not tx:
+        request.session["case_update_errors"] = ["Ledger entry not found"]
+        return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+    errors, parsed = validate_ledger_fields(
+        transaction_date=form.get("transaction_date"),
+        t_code=form.get("t_code"),
+        employee_number=form.get("employee_number"),
+        quantity=form.get("quantity"),
+        rate=form.get("rate"),
+        amount=form.get("amount"),
+        billed=form.get("billed"),
+    )
+    if errors:
+        request.session["case_update_errors"] = errors
+        return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+    try:
+        tx.transaction_date = parsed["transaction_date"]
+        # Ensure uniqueness of (date, item_no)
+        desired_item_no = parse_int(form.get("item_no") or "") or tx.item_no
+        tx.item_no = next_unique_item_no(db, case_id, parsed["transaction_date"], desired_item_no)
+
+        tx.t_code = parsed["t_code"]
+        tx.employee_number = parsed["employee_number"]
+        tx.quantity = parsed.get("quantity")
+        tx.rate = parsed.get("rate")
+        tx.amount = parsed["amount"]
+        tx.billed = parsed["billed"]
+        tx.transaction_type = (form.get("transaction_type") or "").strip() or None
+        tx.t_type_l = (form.get("t_type_l") or "").strip().upper() or None
+        tx.reference = (form.get("reference") or "").strip() or None
+        tx.description = (form.get("description") or "").strip() or None
+
+        db.commit()
+        logger.info("ledger_update", case_id=case_id, transaction_id=tx.id)
+        return RedirectResponse(url=f"/case/{case_id}?saved=1", status_code=302)
+    except Exception as e:
+        db.rollback()
+        logger.error("ledger_update_failed", case_id=case_id, tx_id=tx_id, error=str(e))
+        request.session["case_update_errors"] = ["Failed to update ledger entry"]
+        return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+
+@app.post("/case/{case_id}/ledger/{tx_id}/delete")
+async def ledger_delete(
+    request: Request,
+    case_id: int,
+    tx_id: int,
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    tx = db.query(Transaction).filter(Transaction.id == tx_id, Transaction.case_id == case_id).first()
+    if not tx:
+        request.session["case_update_errors"] = ["Ledger entry not found"]
+        return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+    try:
+        db.delete(tx)
+        db.commit()
+        logger.info("ledger_delete", case_id=case_id, transaction_id=tx_id)
+        return RedirectResponse(url=f"/case/{case_id}?saved=1", status_code=302)
+    except Exception as e:
+        db.rollback()
+        logger.error("ledger_delete_failed", case_id=case_id, tx_id=tx_id, error=str(e))
+        request.session["case_update_errors"] = ["Failed to delete ledger entry"]
+        return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+
 @app.get("/")
 async def root():
     """
-    Root endpoint - health check.
+    Root endpoint - serves login form for web interface.
     """
-    return {"message": "Delphi Database API is running"}
+    return RedirectResponse(url="/login", status_code=302)
 
 
 @app.get("/health")
@@ -1277,6 +1568,18 @@ async def case_detail(
     # Get any errors from session and clear them
     errors = request.session.pop("case_update_errors", None)
 
+    # Sort transactions by date then item_no for stable display
+    sorted_transactions = sorted(
+        case_obj.transactions or [],
+        key=lambda t: (
+            t.transaction_date or datetime.min,
+            t.item_no or 0,
+        )
+    )
+    case_obj.transactions = sorted_transactions
+
+    totals = compute_case_totals_from_case(case_obj)
+
     return templates.TemplateResponse(
         "case.html",
         {
@@ -1285,6 +1588,7 @@ async def case_detail(
             "case": case_obj,
             "saved": saved,
             "errors": errors or [],
+            "totals": totals,
         },
     )
 
@@ -1478,3 +1782,406 @@ async def case_reopen(
         request.session["case_update_errors"] = ["Failed to reopen case. Please try again."]
 
         return RedirectResponse(url=f"/case/{case_id}", status_code=302)
+
+
+@app.get("/rolodex")
+async def rolodex_list(
+    request: Request,
+    q: str | None = Query(None, description="Search by name or company"),
+    phone: str | None = Query(None, description="Search by phone contains"),
+    page: int = Query(1, ge=1, description="Page number (1-indexed)"),
+    page_size: int = Query(20, ge=1, le=100, description="Results per page"),
+    db: Session = Depends(get_db),
+):
+    """
+    Rolodex list with simple search and pagination.
+
+    Filters clients by name/company and optional phone substring.
+    """
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    # Eager-load phones to avoid N+1 in template
+    query = db.query(Client).options(joinedload(Client.phones))
+
+    if q:
+        like = f"%{q}%"
+        query = query.filter(
+            or_(
+                Client.first_name.ilike(like),
+                Client.last_name.ilike(like),
+                Client.company.ilike(like),
+            )
+        )
+
+    if phone:
+        like_phone = f"%{phone}%"
+        # Use EXISTS over join to avoid duplicate rows
+        query = query.filter(Client.phones.any(Phone.phone_number.ilike(like_phone)))
+
+    # Order by last then first for stable display
+    query = query.order_by(Client.last_name.asc().nulls_last(), Client.first_name.asc().nulls_last())
+
+    total: int = query.count()
+    total_pages: int = (total + page_size - 1) // page_size if total > 0 else 1
+    if page > total_pages:
+        page = total_pages
+
+    offset = (page - 1) * page_size
+    clients = query.offset(offset).limit(page_size).all()
+
+    start_page = max(1, page - 2)
+    end_page = min(total_pages, page + 2)
+    page_numbers = list(range(start_page, end_page + 1))
+
+    logger.info(
+        "rolodex_render",
+        query=q,
+        phone=phone,
+        page=page,
+        page_size=page_size,
+        total=total,
+    )
+
+    return templates.TemplateResponse(
+        "rolodex.html",
+        {
+            "request": request,
+            "user": user,
+            "clients": clients,
+            "q": q,
+            "phone": phone,
+            "page": page,
+            "page_size": page_size,
+            "total": total,
+            "total_pages": total_pages,
+            "page_numbers": page_numbers,
+            "start_index": (offset + 1) if total > 0 else 0,
+            "end_index": min(offset + len(clients), total),
+            "enable_bulk": True,
+        },
+    )
+
+
+@app.get("/rolodex/new")
+async def rolodex_new(request: Request):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    return templates.TemplateResponse("rolodex_edit.html", {"request": request, "user": user, "client": None})
+
+
+@app.get("/rolodex/{client_id}")
+async def rolodex_view(client_id: int, request: Request, db: Session = Depends(get_db)):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = (
+        db.query(Client)
+        .options(joinedload(Client.phones), joinedload(Client.cases))
+        .filter(Client.id == client_id)
+        .first()
+    )
+    if not client:
+        raise HTTPException(status_code=404, detail="Client not found")
+
+    return templates.TemplateResponse("rolodex_view.html", {"request": request, "user": user, "client": client})
+
+
+@app.post("/rolodex/create")
+async def rolodex_create(
+    request: Request,
+    first_name: str = Form(None),
+    last_name: str = Form(None),
+    company: str = Form(None),
+    address: str = Form(None),
+    city: str = Form(None),
+    state: str = Form(None),
+    zip_code: str = Form(None),
+    rolodex_id: str = Form(None),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = Client(
+        first_name=(first_name or "").strip() or None,
+        last_name=(last_name or "").strip() or None,
+        company=(company or "").strip() or None,
+        address=(address or "").strip() or None,
+        city=(city or "").strip() or None,
+        state=(state or "").strip() or None,
+        zip_code=(zip_code or "").strip() or None,
+        rolodex_id=(rolodex_id or "").strip() or None,
+    )
+    db.add(client)
+    db.commit()
+    db.refresh(client)
+    logger.info("rolodex_create", client_id=client.id, rolodex_id=client.rolodex_id)
+    return RedirectResponse(url=f"/rolodex/{client.id}", status_code=302)
+
+
+@app.post("/rolodex/{client_id}/update")
+async def rolodex_update(
+    client_id: int,
+    request: Request,
+    first_name: str = Form(None),
+    last_name: str = Form(None),
+    company: str = Form(None),
+    address: str = Form(None),
+    city: str = Form(None),
+    state: str = Form(None),
+    zip_code: str = Form(None),
+    rolodex_id: str = Form(None),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = db.query(Client).filter(Client.id == client_id).first()
+    if not client:
+        raise HTTPException(status_code=404, detail="Client not found")
+
+    client.first_name = (first_name or "").strip() or None
+    client.last_name = (last_name or "").strip() or None
+    client.company = (company or "").strip() or None
+    client.address = (address or "").strip() or None
+    client.city = (city or "").strip() or None
+    client.state = (state or "").strip() or None
+    client.zip_code = (zip_code or "").strip() or None
+    client.rolodex_id = (rolodex_id or "").strip() or None
+
+    db.commit()
+    logger.info(
+        "rolodex_update",
+        client_id=client.id,
+        fields={
+            "first_name": client.first_name,
+            "last_name": client.last_name,
+            "company": client.company,
+            "rolodex_id": client.rolodex_id,
+        },
+    )
+    return RedirectResponse(url=f"/rolodex/{client.id}", status_code=302)
+
+
+@app.post("/rolodex/{client_id}/delete")
+async def rolodex_delete(client_id: int, request: Request, db: Session = Depends(get_db)):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = db.query(Client).filter(Client.id == client_id).first()
+    if not client:
+        raise HTTPException(status_code=404, detail="Client not found")
+
+    db.delete(client)
+    db.commit()
+    logger.info("rolodex_delete", client_id=client_id)
+    return RedirectResponse(url="/rolodex", status_code=302)
+
+
+@app.post("/rolodex/{client_id}/phone/add")
+async def rolodex_add_phone(
+    client_id: int,
+    request: Request,
+    phone_number: str = Form(...),
+    phone_type: str = Form(None),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    client = db.query(Client).filter(Client.id == client_id).first()
+    if not client:
+        raise HTTPException(status_code=404, detail="Client not found")
+
+    phone = Phone(
+        client_id=client.id,
+        phone_number=(phone_number or "").strip(),
+        phone_type=(phone_type or "").strip() or None,
+    )
+    db.add(phone)
+    db.commit()
+    logger.info("rolodex_phone_add", client_id=client.id, phone_id=phone.id, number=phone.phone_number)
+    return RedirectResponse(url=f"/rolodex/{client.id}", status_code=302)
+
+
+@app.post("/rolodex/{client_id}/phone/{phone_id}/delete")
+async def rolodex_delete_phone(client_id: int, phone_id: int, request: Request, db: Session = Depends(get_db)):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    phone = db.query(Phone).filter(Phone.id == phone_id, Phone.client_id == client_id).first()
+    if not phone:
+        raise HTTPException(status_code=404, detail="Phone not found")
+
+    db.delete(phone)
+    db.commit()
+    logger.info("rolodex_phone_delete", client_id=client_id, phone_id=phone_id)
+    return RedirectResponse(url=f"/rolodex/{client_id}", status_code=302)
+
+
+@app.get("/payments")
+async def payments_search(
+    request: Request,
+    from_date: str | None = Query(None, description="YYYY-MM-DD"),
+    to_date: str | None = Query(None, description="YYYY-MM-DD"),
+    file_no: str | None = Query(None, description="Case file number"),
+    rolodex_id: str | None = Query(None, description="Legacy client Id"),
+    q: str | None = Query(None, description="Description contains"),
+    page: int = Query(1, ge=1),
+    page_size: int = Query(50, ge=1, le=200),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    query = (
+        db.query(Payment)
+        .join(Case, Payment.case_id == Case.id)
+        .join(Client, Case.client_id == Client.id)
+        .order_by(Payment.payment_date.desc().nulls_last(), Payment.id.desc())
+    )
+
+    filters = []
+    if from_date:
+        try:
+            dt = datetime.strptime(from_date, "%Y-%m-%d")
+            filters.append(Payment.payment_date >= dt)
+        except ValueError:
+            pass
+    if to_date:
+        try:
+            dt = datetime.strptime(to_date, "%Y-%m-%d")
+            filters.append(Payment.payment_date <= dt)
+        except ValueError:
+            pass
+    if file_no:
+        filters.append(Case.file_no.ilike(f"%{file_no}%"))
+    if rolodex_id:
+        filters.append(Client.rolodex_id.ilike(f"%{rolodex_id}%"))
+    if q:
+        filters.append(Payment.description.ilike(f"%{q}%"))
+
+    if filters:
+        query = query.filter(and_(*filters))
+
+    total = query.count()
+    total_pages = (total + page_size - 1) // page_size if total > 0 else 1
+    if page > total_pages:
+        page = total_pages
+    offset = (page - 1) * page_size
+    payments = query.offset(offset).limit(page_size).all()
+
+    # Totals for current result page
+    page_total_amount = sum(p.amount or 0 for p in payments)
+
+    logger.info(
+        "payments_render",
+        from_date=from_date,
+        to_date=to_date,
+        file_no=file_no,
+        rolodex_id=rolodex_id,
+        q=q,
+        total=total,
+    )
+
+    return templates.TemplateResponse(
+        "payments.html",
+        {
+            "request": request,
+            "user": user,
+            "payments": payments,
+            "from_date": from_date,
+            "to_date": to_date,
+            "file_no": file_no,
+            "rolodex_id": rolodex_id,
+            "q": q,
+            "page": page,
+            "page_size": page_size,
+            "total": total,
+            "total_pages": total_pages,
+            "start_index": (offset + 1) if total > 0 else 0,
+            "end_index": min(offset + len(payments), total),
+            "page_total_amount": page_total_amount,
+        },
+    )
+
+
+@app.post("/reports/phone-book")
+async def phone_book_report_post(request: Request):
+    """Accepts selected client IDs from forms and redirects to GET for rendering."""
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    form = await request.form()
+    client_ids = form.getlist("client_ids")
+    if not client_ids:
+        return RedirectResponse(url="/rolodex", status_code=302)
+
+    ids_param = "&".join([f"client_ids={cid}" for cid in client_ids])
+    return RedirectResponse(url=f"/reports/phone-book?{ids_param}", status_code=302)
+
+
+@app.get("/reports/phone-book")
+async def phone_book_report(
+    request: Request,
+    client_ids: List[int] | None = Query(None),
+    q: str | None = Query(None, description="Filter by name/company"),
+    format: str | None = Query(None, description="csv for CSV output"),
+    db: Session = Depends(get_db),
+):
+    user = get_current_user_from_session(request.session)
+    if not user:
+        return RedirectResponse(url="/login", status_code=302)
+
+    query = db.query(Client).options(joinedload(Client.phones))
+    if client_ids:
+        query = query.filter(Client.id.in_(client_ids))
+    elif q:
+        like = f"%{q}%"
+        query = query.filter(
+            or_(Client.first_name.ilike(like), Client.last_name.ilike(like), Client.company.ilike(like))
+        )
+
+    clients = query.order_by(Client.last_name.asc().nulls_last(), Client.first_name.asc().nulls_last()).all()
+
+    if format == "csv":
+        # Build CSV output
+        output = StringIO()
+        writer = csv.writer(output)
+        writer.writerow(["Last", "First", "Company", "Phone Type", "Phone Number"])
+        for c in clients:
+            if c.phones:
+                for p in c.phones:
+                    writer.writerow([
+                        c.last_name or "",
+                        c.first_name or "",
+                        c.company or "",
+                        p.phone_type or "",
+                        p.phone_number or "",
+                    ])
+            else:
+                writer.writerow([c.last_name or "", c.first_name or "", c.company or "", "", ""])
+        csv_bytes = output.getvalue().encode("utf-8")
+        return Response(
+            content=csv_bytes,
+            media_type="text/csv",
+            headers={"Content-Disposition": "attachment; filename=phone_book.csv"},
+        )
+
+    logger.info("phone_book_render", count=len(clients))
+    return templates.TemplateResponse(
+        "report_phone_book.html",
+        {"request": request, "user": user, "clients": clients, "q": q, "client_ids": client_ids or []},
+    )

app/models.py

@@ -4,7 +4,7 @@ SQLAlchemy models for the Delphi database.
 All models inherit from Base which is configured in the database module.
 """
 
-from sqlalchemy import Column, Integer, String, DateTime, ForeignKey, Float, Text, Boolean
+from sqlalchemy import Column, Integer, String, DateTime, ForeignKey, Float, Text, Boolean, Date, Numeric, Index, UniqueConstraint, ForeignKeyConstraint
 from sqlalchemy.orm import relationship
 from sqlalchemy.ext.declarative import declarative_base
 from sqlalchemy.sql import func
@@ -123,10 +123,20 @@ class Transaction(Base):
     id = Column(Integer, primary_key=True, index=True)
     case_id = Column(Integer, ForeignKey("cases.id"), nullable=False)
     transaction_date = Column(DateTime(timezone=True))
-    transaction_type = Column(String(20))
+    # Legacy/basic fields
+    transaction_type = Column(String(20))  # Maps to legacy T_Type
     amount = Column(Float)
-    description = Column(Text)
+    description = Column(Text)  # Maps to legacy Note
-    reference = Column(String(50))
+    reference = Column(String(50))  # Previously used for Item_No
+
+    # Ledger-specific fields (added for File Cabinet MVP)
+    item_no = Column(Integer)
+    employee_number = Column(String(20))  # Empl_Num
+    t_code = Column(String(10))  # T_Code
+    t_type_l = Column(String(1))  # T_Type_L (Credit/Debit marker)
+    quantity = Column(Float)
+    rate = Column(Float)
+    billed = Column(String(1))  # 'Y' or 'N'
     created_at = Column(DateTime(timezone=True), server_default=func.now())
 
     # Relationships
@@ -208,3 +218,468 @@ class ImportLog(Base):
 
     def __repr__(self):
         return f"<ImportLog(id={self.id}, type='{self.import_type}', status='{self.status}')>"
+
+
+# -----------------------------
+# Legacy schema models (read-only/migration support)
+# Derived from docs/legacy-schema.md
+# -----------------------------
+
+
+class Rolodex(Base):
+    """
+    Legacy ROLODEX master table.
+
+    Primary key is the human-readable `Id`.
+    """
+    __tablename__ = "rolodex"
+
+    id = Column(String, primary_key=True, index=True)  # Id (TEXT)
+    prefix = Column(String)
+    first = Column(String)
+    middle = Column(String)
+    last = Column(String, index=True)
+    suffix = Column(String)
+    title = Column(String)
+    a1 = Column(String)
+    a2 = Column(String)
+    a3 = Column(String)
+    city = Column(String)
+    abrev = Column(String(2))  # state abbreviation
+    st = Column(String)  # state name
+    zip = Column(String(10))
+    email = Column(String)
+    dob = Column(Date)
+    ss = Column(String)  # SS#
+    legal_status = Column(String)
+    group = Column(String)
+    memo = Column(Text)
+
+    __table_args__ = (
+        Index("ix_rolodex_last_first", "last", "first"),
+        Index("ix_rolodex_group", "group"),
+        Index("ix_rolodex_email", "email"),
+    )
+
+
+class LegacyPhone(Base):
+    """
+    Legacy PHONE table (phones by Rolodex Id).
+
+    Composite PK on (id, phone) to prevent duplicates per person.
+    """
+    __tablename__ = "phone"
+
+    id = Column(String, ForeignKey("rolodex.id", ondelete="CASCADE"), primary_key=True, index=True)
+    phone = Column(String, primary_key=True)
+    location = Column(String)
+
+    __table_args__ = (
+        Index("ix_phone_id", "id"),
+    )
+
+
+class TrnsType(Base):
+    """TRNSTYPE (transaction groups)."""
+    __tablename__ = "trnstype"
+
+    t_type = Column(String, primary_key=True)
+    t_type_l = Column(String)
+    header = Column(String)
+    footer = Column(String)
+
+
+class TrnsLkup(Base):
+    """TRNSLKUP (transaction codes)."""
+    __tablename__ = "trnslkup"
+
+    t_code = Column(String, primary_key=True)
+    t_type = Column(String, ForeignKey("trnstype.t_type"), index=True)
+    t_type_l = Column(String)
+    amount = Column(Numeric(12, 2))
+    description = Column(Text)
+
+
+class Footers(Base):
+    """FOOTERS table for footer codes and labels."""
+    __tablename__ = "footers"
+
+    f_code = Column(String, primary_key=True)
+    f_footer = Column(Text)
+
+
+class FileStat(Base):
+    """FILESTAT table for file statuses."""
+    __tablename__ = "filestat"
+
+    status = Column(String, primary_key=True)
+    definition = Column(Text)
+    send = Column(String)
+    footer_code = Column(String, ForeignKey("footers.f_code"), index=True)
+
+
+class Employee(Base):
+    """EMPLOYEE table linking employees to `Rolodex` and rate."""
+    __tablename__ = "employee"
+
+    empl_num = Column(String, primary_key=True)
+    empl_id = Column(String, ForeignKey("rolodex.id"), index=True)
+    rate_per_hour = Column(Numeric(12, 2))
+
+
+class States(Base):
+    """STATES reference table."""
+    __tablename__ = "states"
+
+    abrev = Column(String(2), primary_key=True)
+    st = Column(String)
+
+
+class GroupLkup(Base):
+    """GRUPLKUP reference table."""
+    __tablename__ = "gruplkup"
+
+    code = Column(String, primary_key=True)
+    description = Column(Text)
+    title = Column(String)
+
+
+class Printers(Base):
+    """PRINTERS configuration table."""
+    __tablename__ = "printers"
+
+    number = Column(Integer, primary_key=True)
+    name = Column(String)
+    port = Column(String)
+    page_break = Column(String)
+    setup_st = Column(String)
+    phone_book = Column(String)
+    rolodex_info = Column(String)
+    envelope = Column(String)
+    file_cabinet = Column(String)
+    accounts = Column(String)
+    statements = Column(String)
+    calendar = Column(String)
+    reset_st = Column(String)
+    b_underline = Column(String)
+    e_underline = Column(String)
+    b_bold = Column(String)
+    e_bold = Column(String)
+
+
+class Setup(Base):
+    """
+    SETUP application configuration. Not strictly keyed in legacy; introduce surrogate PK.
+    """
+    __tablename__ = "setup"
+
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    appl_title = Column(String)
+    l_head1 = Column(String)
+    l_head2 = Column(String)
+    l_head3 = Column(String)
+    l_head4 = Column(String)
+    l_head5 = Column(String)
+    l_head6 = Column(String)
+    l_head7 = Column(String)
+    l_head8 = Column(String)
+    l_head9 = Column(String)
+    l_head10 = Column(String)
+    default_printer = Column(Integer, ForeignKey("printers.number"), index=True)
+
+
+class LegacyFile(Base):
+    """
+    FILES (file cabinet) primary table.
+    """
+    __tablename__ = "files"
+
+    file_no = Column(String, primary_key=True, index=True)
+    id = Column(String, ForeignKey("rolodex.id"), index=True)
+    file_type = Column(String, index=True)
+    regarding = Column(Text)
+    opened = Column(Date)
+    closed = Column(Date)
+    empl_num = Column(String, ForeignKey("employee.empl_num"), index=True)
+    rate_per_hour = Column(Numeric(12, 2))
+    status = Column(String, ForeignKey("filestat.status"), index=True)
+    footer_code = Column(String, ForeignKey("footers.f_code"), index=True)
+    opposing = Column(String, ForeignKey("rolodex.id"), index=True)
+    hours = Column(Numeric(12, 2))
+    hours_p = Column(Numeric(12, 2))
+    trust_bal = Column(Numeric(12, 2))
+    trust_bal_p = Column(Numeric(12, 2))
+    hourly_fees = Column(Numeric(12, 2))
+    hourly_fees_p = Column(Numeric(12, 2))
+    flat_fees = Column(Numeric(12, 2))
+    flat_fees_p = Column(Numeric(12, 2))
+    disbursements = Column(Numeric(12, 2))
+    disbursements_p = Column(Numeric(12, 2))
+    credit_bal = Column(Numeric(12, 2))
+    credit_bal_p = Column(Numeric(12, 2))
+    total_charges = Column(Numeric(12, 2))
+    total_charges_p = Column(Numeric(12, 2))
+    amount_owing = Column(Numeric(12, 2))
+    amount_owing_p = Column(Numeric(12, 2))
+    transferable = Column(Numeric(12, 2))
+    memo = Column(Text)
+
+    __table_args__ = (
+        Index("ix_files_id", "id"),
+        Index("ix_files_opposing", "opposing"),
+        Index("ix_files_status", "status"),
+        Index("ix_files_type", "file_type"),
+    )
+
+
+class FilesR(Base):
+    """FILES_R relationships per file."""
+    __tablename__ = "files_r"
+
+    file_no = Column(String, ForeignKey("files.file_no", ondelete="CASCADE"), primary_key=True)
+    relationship = Column(String, primary_key=True)
+    rolodex_id = Column(String, ForeignKey("rolodex.id", ondelete="CASCADE"), primary_key=True)
+
+    __table_args__ = (
+        Index("ix_files_r_rolodex_id", "rolodex_id"),
+    )
+
+
+class FilesV(Base):
+    """FILES_V variables per file."""
+    __tablename__ = "files_v"
+
+    file_no = Column(String, ForeignKey("files.file_no", ondelete="CASCADE"), primary_key=True)
+    identifier = Column(String, primary_key=True)
+    response = Column(Text)
+
+
+class Ledger(Base):
+    """LEDGER entries for time/charges per file."""
+    __tablename__ = "ledger"
+
+    file_no = Column(String, ForeignKey("files.file_no", ondelete="CASCADE"), primary_key=True)
+    date = Column(Date, index=True)
+    item_no = Column(Integer, primary_key=True)
+    empl_num = Column(String, ForeignKey("employee.empl_num"), index=True)
+    t_code = Column(String, ForeignKey("trnslkup.t_code"), index=True)
+    t_type = Column(String, ForeignKey("trnstype.t_type"), index=True)
+    t_type_l = Column(String)
+    quantity = Column(Numeric(12, 2))
+    rate = Column(Numeric(12, 2))
+    amount = Column(Numeric(12, 2))
+    billed = Column(String(1))  # 'Y' or 'N'
+    note = Column(Text)
+
+    __table_args__ = (
+        Index("ix_ledger_file_date", "file_no", "date"),
+    )
+
+
+class Deposits(Base):
+    """DEPOSITS daily totals."""
+    __tablename__ = "deposits"
+
+    deposit_date = Column(Date, primary_key=True)
+    total = Column(Numeric(12, 2))
+
+
+class LegacyPayment(Base):
+    """PAYMENTS legacy payments (separate from modern `payments`)."""
+    __tablename__ = "payments_legacy"
+
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    deposit_date = Column(Date, ForeignKey("deposits.deposit_date"), index=True)
+    file_no = Column(String, ForeignKey("files.file_no"), index=True)
+    rolodex_id = Column(String, ForeignKey("rolodex.id"), index=True)
+    regarding = Column(Text)
+    amount = Column(Numeric(12, 2))
+    note = Column(Text)
+
+
+class PlanInfo(Base):
+    """PLANINFO reference table."""
+    __tablename__ = "planinfo"
+
+    plan_id = Column(String, primary_key=True)
+    plan_name = Column(String)
+    plan_type = Column(String)
+    empl_id_no = Column(String)
+    plan_no = Column(String)
+    nra = Column(String)
+    era = Column(String)
+    errf = Column(String)
+    colas = Column(String)
+    divided_by = Column(String)
+    drafted = Column(String)
+    benefit_c = Column(String)
+    qdro_c = Column(String)
+    rev = Column(String)  # ^REV
+    pa = Column(String)  # ^PA
+    form_name = Column(String)
+    drafted_on = Column(Date)
+    memo = Column(Text)
+
+
+class Qdros(Base):
+    """QDROS table for QDRO case data."""
+    __tablename__ = "qdros"
+
+    file_no = Column(String, ForeignKey("files.file_no"), primary_key=True)
+    version = Column(String, primary_key=True)
+    plan_id = Column(String, ForeignKey("planinfo.plan_id"), index=True)
+    _1 = Column(String)  # ^1
+    _2 = Column(String)  # ^2
+    part = Column(String)  # ^Part
+    altp = Column(String)  # ^AltP
+    pet = Column(String)  # ^Pet
+    res = Column(String)  # ^Res
+    case_type = Column(String)
+    case_code = Column(String)
+    section = Column(String)
+    case_number = Column(String)
+    judgment_date = Column(Date)
+    valuation_date = Column(Date)
+    married_on = Column(Date)
+    percent_awarded = Column(Numeric(12, 2))
+    ven_city = Column(String)
+    ven_cnty = Column(String)
+    ven_st = Column(String(2))
+    draft_out = Column(Date)
+    draft_apr = Column(Date)
+    final_out = Column(Date)
+    judge = Column(String)
+    form_name = Column(String)
+
+
+class Pensions(Base):
+    """PENSIONS primary table; composite key (file_no, version)."""
+    __tablename__ = "pensions"
+
+    file_no = Column(String, ForeignKey("files.file_no"), primary_key=True)
+    version = Column(String, primary_key=True)
+    plan_id = Column(String, ForeignKey("planinfo.plan_id"), index=True)
+    plan_name = Column(String)
+    title = Column(String)
+    first = Column(String)
+    last = Column(String)
+    birth = Column(Date)
+    race = Column(String)
+    sex = Column(String)
+    info = Column(Date)
+    valu = Column(Date)
+    accrued = Column(Numeric(12, 2))
+    vested_per = Column(Numeric(12, 2))
+    start_age = Column(Numeric(12, 2))
+    cola = Column(Numeric(12, 2))
+    max_cola = Column(Numeric(12, 2))
+    withdrawal = Column(Numeric(12, 2))
+    pre_dr = Column(Numeric(12, 2))
+    post_dr = Column(Numeric(12, 2))
+    tax_rate = Column(Numeric(12, 2))
+
+
+class PensionResults(Base):
+    """RESULTS derived values per pension (by file_no, version)."""
+    __tablename__ = "pension_results"
+
+    file_no = Column(String, primary_key=True)
+    version = Column(String, primary_key=True)
+
+    accrued = Column(Numeric(12, 2))
+    start_age = Column(Numeric(12, 2))
+    cola = Column(Numeric(12, 2))
+    withdrawal = Column(Numeric(12, 2))
+    pre_dr = Column(Numeric(12, 2))
+    post_dr = Column(Numeric(12, 2))
+    tax_rate = Column(Numeric(12, 2))
+    age = Column(Numeric(12, 2))
+    years_from = Column(Numeric(12, 2))
+    life_exp = Column(Numeric(12, 2))
+    ev_monthly = Column(Numeric(12, 2))
+    payments = Column(Numeric(12, 2))
+    pay_out = Column(Numeric(12, 2))
+    fund_value = Column(Numeric(12, 2))
+    pv = Column(Numeric(12, 2))
+    mortality = Column(Numeric(12, 2))
+    pv_am = Column(Numeric(12, 2))
+    pv_amt = Column(Numeric(12, 2))
+    pv_pre_db = Column(Numeric(12, 2))
+    pv_annuity = Column(Numeric(12, 2))
+    wv_at = Column(Numeric(12, 2))
+    pv_plan = Column(Numeric(12, 2))
+    years_married = Column(Numeric(12, 2))
+    years_service = Column(Numeric(12, 2))
+    marr_per = Column(Numeric(12, 2))
+    marr_amt = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+        Index("ix_pension_results_file_version", "file_no", "version"),
+    )
+
+
+class PensionMarriage(Base):
+    """MARRIAGE periods related to pensions."""
+    __tablename__ = "pension_marriage"
+
+    id = Column(Integer, primary_key=True, autoincrement=True)
+    file_no = Column(String, nullable=False)
+    version = Column(String, nullable=False)
+    married_from = Column(Date)
+    married_to = Column(Date)
+    married_years = Column(Numeric(12, 2))
+    service_from = Column(Date)
+    service_to = Column(Date)
+    service_years = Column(Numeric(12, 2))
+    marital_pct = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+        Index("ix_pension_marriage_file_version", "file_no", "version"),
+    )
+
+
+class PensionDeath(Base):
+    """DEATH related amounts for pensions."""
+    __tablename__ = "pension_death"
+
+    file_no = Column(String, primary_key=True)
+    version = Column(String, primary_key=True)
+    lump1 = Column(Numeric(12, 2))
+    lump2 = Column(Numeric(12, 2))
+    growth1 = Column(Numeric(12, 2))
+    growth2 = Column(Numeric(12, 2))
+    disc1 = Column(Numeric(12, 2))
+    disc2 = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+    )
+
+
+class PensionSchedule(Base):
+    """SCHEDULE vesting schedule for pensions."""
+    __tablename__ = "pension_schedule"
+
+    file_no = Column(String, primary_key=True)
+    version = Column(String, primary_key=True)
+    vests_on = Column(Date)
+    vests_at = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+    )
+
+
+class PensionSeparate(Base):
+    """SEPARATE calculations for pensions."""
+    __tablename__ = "pension_separate"
+
+    file_no = Column(String, primary_key=True)
+    version = Column(String, primary_key=True)
+    separation_rate = Column(Numeric(12, 2))
+
+    __table_args__ = (
+        ForeignKeyConstraint(["file_no", "version"], ["pensions.file_no", "pensions.version"], ondelete="CASCADE"),
+    )

app/templates/base.html

@@ -37,6 +37,12 @@
                     <li class="nav-item">
                         <a class="nav-link {% if 'dashboard' in request.url.path %}active{% endif %}" href="/dashboard">Dashboard</a>
                     </li>
+                    <li class="nav-item">
+                        <a class="nav-link {% if 'rolodex' in request.url.path %}active{% endif %}" href="/rolodex">Rolodex</a>
+                    </li>
+                    <li class="nav-item">
+                        <a class="nav-link {% if 'payments' in request.url.path %}active{% endif %}" href="/payments">Payments</a>
+                    </li>
                     <li class="nav-item">
                         <a class="nav-link {% if 'admin' in request.url.path %}active{% endif %}" href="/admin">Admin</a>
                     </li>

app/templates/case.html

@@ -180,17 +180,77 @@ Case {{ case.file_no if case else '' }} · Delphi Database
         </div>
     </div>
 
-    <div class="col-xl-4">
+    <div class="col-xl-8">
         <div class="card h-100">
-            <div class="card-header">Transactions</div>
+            <div class="card-header d-flex justify-content-between align-items-center">
-            <div class="card-body p-0">
+                <span>Ledger</span>
-                <div class="table-responsive">
+                <div class="small text-muted">
-                    <table class="table table-sm mb-0 align-middle">
+                    <span class="me-3">Billed: {{ '%.2f'|format(totals.billed_total) }}</span>
+                    <span class="me-3">Unbilled: {{ '%.2f'|format(totals.unbilled_total) }}</span>
+                    <span>Total: {{ '%.2f'|format(totals.overall_total) }}</span>
+                </div>
+            </div>
+            <div class="card-body">
+                <form class="row g-2 align-items-end" method="post" action="/case/{{ case.id }}/ledger">
+                    <div class="col-md-2">
+                        <label class="form-label">Date</label>
+                        <input type="date" class="form-control" name="transaction_date" required>
+                    </div>
+                    <div class="col-md-1">
+                        <label class="form-label">Item #</label>
+                        <input type="number" class="form-control" name="item_no" min="1">
+                    </div>
+                    <div class="col-md-2">
+                        <label class="form-label">T_Code</label>
+                        <input type="text" class="form-control" name="t_code" maxlength="10" required>
+                    </div>
+                    <div class="col-md-2">
+                        <label class="form-label">Empl_Num</label>
+                        <input type="text" class="form-control" name="employee_number" maxlength="20" required>
+                    </div>
+                    <div class="col-md-1">
+                        <label class="form-label">Qty</label>
+                        <input type="number" class="form-control js-qty" name="quantity" step="0.01">
+                    </div>
+                    <div class="col-md-1">
+                        <label class="form-label">Rate</label>
+                        <input type="number" class="form-control js-rate" name="rate" step="0.01">
+                    </div>
+                    <div class="col-md-2">
+                        <label class="form-label">Amount</label>
+                        <input type="number" class="form-control js-amount" name="amount" step="0.01" required>
+                    </div>
+                    <div class="col-md-1">
+                        <label class="form-label">Billed</label>
+                        <select class="form-select" name="billed" required>
+                            <option value="N">N</option>
+                            <option value="Y">Y</option>
+                        </select>
+                    </div>
+                    <div class="col-12">
+                        <label class="form-label">Description</label>
+                        <input type="text" class="form-control" name="description" maxlength="255">
+                    </div>
+                    <div class="col-12 d-flex gap-2">
+                        <button type="submit" class="btn btn-primary"><i class="bi bi-plus-lg me-1"></i>Add</button>
+                        <button type="reset" class="btn btn-outline-secondary">Clear</button>
+                    </div>
+                </form>
+
+                <div class="table-responsive mt-3">
+                    <table class="table table-sm align-middle">
                         <thead class="table-light">
                             <tr>
                                 <th style="width: 110px;">Date</th>
-                                <th>Type</th>
+                                <th style="width: 70px;">Item</th>
+                                <th style="width: 90px;">T_Code</th>
+                                <th style="width: 110px;">Empl</th>
+                                <th class="text-end" style="width: 100px;">Qty</th>
+                                <th class="text-end" style="width: 100px;">Rate</th>
                                 <th class="text-end" style="width: 120px;">Amount</th>
+                                <th style="width: 70px;">Billed</th>
+                                <th>Description</th>
+                                <th class="text-end" style="width: 120px;">Actions</th>
                             </tr>
                         </thead>
                         <tbody>
@@ -198,12 +258,35 @@ Case {{ case.file_no if case else '' }} · Delphi Database
                                 {% for t in case.transactions %}
                                 <tr>
                                     <td>{{ t.transaction_date.strftime('%Y-%m-%d') if t.transaction_date else '' }}</td>
-                                    <td>{{ t.transaction_type or '' }}</td>
+                                    <td>{{ t.item_no or '' }}</td>
+                                    <td>{{ t.t_code or '' }}</td>
+                                    <td>{{ t.employee_number or '' }}</td>
+                                    <td class="text-end">{{ '%.2f'|format(t.quantity) if t.quantity is not none else '' }}</td>
+                                    <td class="text-end">{{ '%.2f'|format(t.rate) if t.rate is not none else '' }}</td>
                                     <td class="text-end">{{ '%.2f'|format(t.amount) if t.amount is not none else '' }}</td>
+                                    <td>{{ t.billed or '' }}</td>
+                                    <td>{{ t.description or '' }}</td>
+                                    <td class="text-end">
+                                        <form method="post" action="/case/{{ case.id }}/ledger/{{ t.id }}" class="d-inline">
+                                            <input type="hidden" name="transaction_date" value="{{ t.transaction_date.strftime('%Y-%m-%d') if t.transaction_date else '' }}">
+                                            <input type="hidden" name="item_no" value="{{ t.item_no or '' }}">
+                                            <input type="hidden" name="t_code" value="{{ t.t_code or '' }}">
+                                            <input type="hidden" name="employee_number" value="{{ t.employee_number or '' }}">
+                                            <input type="hidden" name="quantity" value="{{ t.quantity or '' }}">
+                                            <input type="hidden" name="rate" value="{{ t.rate or '' }}">
+                                            <input type="hidden" name="amount" value="{{ t.amount or '' }}">
+                                            <input type="hidden" name="billed" value="{{ t.billed or '' }}">
+                                            <input type="hidden" name="description" value="{{ t.description or '' }}">
+                                            <button type="submit" class="btn btn-sm btn-outline-secondary" data-bs-toggle="tooltip" title="Quick save last values"><i class="bi bi-arrow-repeat"></i></button>
+                                        </form>
+                                        <form method="post" action="/case/{{ case.id }}/ledger/{{ t.id }}/delete" class="d-inline">
+                                            <button type="submit" class="btn btn-sm btn-outline-danger" data-confirm-delete="Delete this entry?"><i class="bi bi-trash"></i></button>
+                                        </form>
+                                    </td>
                                 </tr>
                                 {% endfor %}
                             {% else %}
-                                <tr><td colspan="3" class="text-center text-muted py-3">No transactions.</td></tr>
+                                <tr><td colspan="10" class="text-center text-muted py-3">No ledger entries.</td></tr>
                             {% endif %}
                         </tbody>
                     </table>
@@ -275,6 +358,13 @@ Case {{ case.file_no if case else '' }} · Delphi Database
             </div>
         </div>
     </div>
+    {% else %}
+        <div class="col-12">
+            <div class="alert alert-warning" role="alert">
+                <i class="bi bi-info-circle me-2"></i>
+                You must be logged in to view case details and ledger.
+            </div>
+        </div>
     {% endif %}
 </div>
 {% endblock %}

app/templates/payments.html

@@ -0,0 +1,106 @@
+{% 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 %}
+
+

app/templates/report_phone_book.html

@@ -0,0 +1,61 @@
+{% extends "base.html" %}
+
+{% block title %}Phone Book · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3">
+  <div class="col-12 d-flex align-items-center">
+    <a class="btn btn-sm btn-outline-secondary me-2" href="/rolodex">
+      <i class="bi bi-arrow-left"></i> Back
+    </a>
+    <h2 class="mb-0">Phone Book</h2>
+    <div class="ms-auto d-flex gap-2">
+      <a class="btn btn-outline-secondary btn-sm" href="/reports/phone-book?format=csv{% for id in client_ids %}&client_ids={{ id }}{% endfor %}{% if q %}&q={{ q | urlencode }}{% endif %}">
+        <i class="bi bi-filetype-csv me-1"></i>Download CSV
+      </a>
+    </div>
+  </div>
+
+  <div class="col-12">
+    <div class="table-responsive">
+      <table class="table table-sm align-middle">
+        <thead class="table-light">
+          <tr>
+            <th style="width: 220px;">Name</th>
+            <th>Company</th>
+            <th style="width: 160px;">Phone Type</th>
+            <th style="width: 220px;">Phone Number</th>
+          </tr>
+        </thead>
+        <tbody>
+          {% if clients and clients|length > 0 %}
+            {% for c in clients %}
+              {% if c.phones and c.phones|length > 0 %}
+                {% for p in c.phones %}
+                <tr>
+                  <td><span class="fw-semibold">{{ c.last_name or '' }}, {{ c.first_name or '' }}</span></td>
+                  <td>{{ c.company or '' }}</td>
+                  <td>{{ p.phone_type or '' }}</td>
+                  <td>{{ p.phone_number or '' }}</td>
+                </tr>
+                {% endfor %}
+              {% else %}
+                <tr>
+                  <td><span class="fw-semibold">{{ c.last_name or '' }}, {{ c.first_name or '' }}</span></td>
+                  <td>{{ c.company or '' }}</td>
+                  <td class="text-muted">—</td>
+                  <td class="text-muted">—</td>
+                </tr>
+              {% endif %}
+            {% endfor %}
+          {% else %}
+            <tr><td colspan="4" class="text-center text-muted py-4">No data.</td></tr>
+          {% endif %}
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>
+{% endblock %}
+
+

app/templates/rolodex.html

@@ -0,0 +1,153 @@
+{% 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 %}
+
+

app/templates/rolodex_edit.html

@@ -0,0 +1,71 @@
+{% extends "base.html" %}
+
+{% block title %}{{ 'New Client' if not client else 'Edit Client' }} · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3">
+  <div class="col-12 d-flex align-items-center">
+    <a class="btn btn-sm btn-outline-secondary me-2" href="/rolodex">
+      <i class="bi bi-arrow-left"></i>
+      Back
+    </a>
+    <h2 class="mb-0">{{ 'New Client' if not client else 'Edit Client' }}</h2>
+  </div>
+
+  <div class="col-12">
+    <div class="card">
+      <div class="card-body">
+        <form method="post" action="{{ '/rolodex/create' if not client else '/rolodex/' ~ client.id ~ '/update' }}">
+          <div class="row g-3">
+            <div class="col-md-4">
+              <label for="last_name" class="form-label">Last Name</label>
+              <input type="text" class="form-control" id="last_name" name="last_name" value="{{ client.last_name if client else '' }}">
+            </div>
+            <div class="col-md-4">
+              <label for="first_name" class="form-label">First Name</label>
+              <input type="text" class="form-control" id="first_name" name="first_name" value="{{ client.first_name if client else '' }}">
+            </div>
+            <div class="col-md-4">
+              <label for="company" class="form-label">Company</label>
+              <input type="text" class="form-control" id="company" name="company" value="{{ client.company if client else '' }}">
+            </div>
+
+            <div class="col-md-6">
+              <label for="address" class="form-label">Address</label>
+              <input type="text" class="form-control" id="address" name="address" value="{{ client.address if client else '' }}">
+            </div>
+            <div class="col-md-3">
+              <label for="city" class="form-label">City</label>
+              <input type="text" class="form-control" id="city" name="city" value="{{ client.city if client else '' }}">
+            </div>
+            <div class="col-md-1">
+              <label for="state" class="form-label">State</label>
+              <input type="text" class="form-control" id="state" name="state" value="{{ client.state if client else '' }}">
+            </div>
+            <div class="col-md-2">
+              <label for="zip_code" class="form-label">ZIP</label>
+              <input type="text" class="form-control" id="zip_code" name="zip_code" value="{{ client.zip_code if client else '' }}">
+            </div>
+
+            <div class="col-md-4">
+              <label for="rolodex_id" class="form-label">Legacy Rolodex Id</label>
+              <input type="text" class="form-control" id="rolodex_id" name="rolodex_id" value="{{ client.rolodex_id if client else '' }}">
+            </div>
+
+            <div class="col-12">
+              <div class="d-flex gap-2">
+                <button type="submit" class="btn btn-primary">
+                  <i class="bi bi-check-lg me-1"></i>Save
+                </button>
+                <a href="{{ '/rolodex/' ~ client.id if client else '/rolodex' }}" class="btn btn-outline-secondary">Cancel</a>
+              </div>
+            </div>
+          </div>
+        </form>
+      </div>
+    </div>
+  </div>
+</div>
+{% endblock %}
+
+

app/templates/rolodex_view.html

@@ -0,0 +1,170 @@
+{% extends "base.html" %}
+
+{% block title %}Client · {{ client.last_name }}, {{ client.first_name }} · Delphi Database{% endblock %}
+
+{% block content %}
+<div class="row g-3">
+  <div class="col-12 d-flex align-items-center">
+    <a class="btn btn-sm btn-outline-secondary me-2" href="/rolodex">
+      <i class="bi bi-arrow-left"></i>
+      Back
+    </a>
+    <h2 class="mb-0">Client</h2>
+    <div class="ms-auto">
+      <a class="btn btn-sm btn-outline-primary" href="/rolodex/{{ client.id }}/edit" onclick="event.preventDefault(); document.getElementById('editFormLink').submit();">
+        <i class="bi bi-pencil-square me-1"></i>Edit
+      </a>
+      <form id="editFormLink" method="get" action="/rolodex/new" class="d-none">
+        <input type="hidden" name="_" value="1">
+      </form>
+    </div>
+  </div>
+
+  <div class="col-12">
+    <div class="card">
+      <div class="card-body">
+        <div class="row mb-3">
+          <div class="col-md-4">
+            <div class="text-muted small">Name</div>
+            <div class="fw-semibold">{{ client.last_name or '' }}, {{ client.first_name or '' }}</div>
+          </div>
+          <div class="col-md-4">
+            <div class="text-muted small">Company</div>
+            <div>{{ client.company or '' }}</div>
+          </div>
+          <div class="col-md-4">
+            <div class="text-muted small">Legacy Rolodex Id</div>
+            <div>{{ client.rolodex_id or '' }}</div>
+          </div>
+        </div>
+        <div class="row mb-3">
+          <div class="col-md-6">
+            <div class="text-muted small">Address</div>
+            <div>{{ client.address or '' }}</div>
+          </div>
+          <div class="col-md-3">
+            <div class="text-muted small">City</div>
+            <div>{{ client.city or '' }}</div>
+          </div>
+          <div class="col-md-1">
+            <div class="text-muted small">State</div>
+            <div>{{ client.state or '' }}</div>
+          </div>
+          <div class="col-md-2">
+            <div class="text-muted small">ZIP</div>
+            <div>{{ client.zip_code or '' }}</div>
+          </div>
+        </div>
+
+        <div class="d-flex gap-2">
+          <a class="btn btn-primary" href="/rolodex/new" onclick="event.preventDefault(); document.getElementById('editClientForm').submit();">
+            <i class="bi bi-pencil-square me-1"></i>Edit Client
+          </a>
+          <form id="editClientForm" method="get" action="/rolodex/new" class="d-none">
+            <input type="hidden" name="_prefill" value="{{ client.id }}">
+          </form>
+          <form method="post" action="/rolodex/{{ client.id }}/delete" onsubmit="return confirm('Delete this client? This cannot be undone.');">
+            <button type="submit" class="btn btn-outline-danger">
+              <i class="bi bi-trash me-1"></i>Delete
+            </button>
+          </form>
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <div class="col-lg-6">
+    <div class="card h-100">
+      <div class="card-header d-flex justify-content-between align-items-center">
+        <h5 class="mb-0">Phones</h5>
+      </div>
+      <div class="card-body">
+        <form class="row g-2 mb-3" method="post" action="/rolodex/{{ client.id }}/phone/add">
+          <div class="col-md-6">
+            <input type="text" class="form-control" name="phone_number" placeholder="Phone number" required>
+          </div>
+          <div class="col-md-4">
+            <input type="text" class="form-control" name="phone_type" placeholder="Type (home, work)">
+          </div>
+          <div class="col-md-2">
+            <button type="submit" class="btn btn-primary w-100"><i class="bi bi-plus"></i></button>
+          </div>
+        </form>
+
+        <div class="table-responsive">
+          <table class="table table-sm align-middle">
+            <thead class="table-light">
+              <tr>
+                <th>Number</th>
+                <th>Type</th>
+                <th class="text-end" style="width: 100px;">Actions</th>
+              </tr>
+            </thead>
+            <tbody>
+              {% if client.phones and client.phones|length > 0 %}
+                {% for p in client.phones %}
+                <tr>
+                  <td>{{ p.phone_number }}</td>
+                  <td>{{ p.phone_type or '' }}</td>
+                  <td class="text-end">
+                    <form method="post" action="/rolodex/{{ client.id }}/phone/{{ p.id }}/delete" onsubmit="return confirm('Delete this phone?');">
+                      <button type="submit" class="btn btn-sm btn-outline-danger">
+                        <i class="bi bi-trash"></i>
+                      </button>
+                    </form>
+                  </td>
+                </tr>
+                {% endfor %}
+              {% else %}
+                <tr><td colspan="3" class="text-center text-muted py-3">No phones.</td></tr>
+              {% endif %}
+            </tbody>
+          </table>
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <div class="col-lg-6">
+    <div class="card h-100">
+      <div class="card-header">Related Cases</div>
+      <div class="card-body p-0">
+        <div class="table-responsive">
+          <table class="table table-sm mb-0 align-middle">
+            <thead class="table-light">
+              <tr>
+                <th style="width: 140px;">File #</th>
+                <th>Description</th>
+                <th style="width: 90px;">Status</th>
+                <th style="width: 110px;">Opened</th>
+                <th class="text-end" style="width: 110px;">Actions</th>
+              </tr>
+            </thead>
+            <tbody>
+              {% if client.cases and client.cases|length > 0 %}
+                {% for c in client.cases %}
+                <tr>
+                  <td>{{ c.file_no }}</td>
+                  <td>{{ c.description or '' }}</td>
+                  <td>{{ c.status or '' }}</td>
+                  <td>{{ c.open_date.strftime('%Y-%m-%d') if c.open_date else '' }}</td>
+                  <td class="text-end">
+                    <a class="btn btn-sm btn-outline-primary" href="/case/{{ c.id }}">
+                      <i class="bi bi-folder2-open"></i>
+                    </a>
+                  </td>
+                </tr>
+                {% endfor %}
+              {% else %}
+                <tr><td colspan="5" class="text-center text-muted py-3">No related cases.</td></tr>
+              {% endif %}
+            </tbody>
+          </table>
+        </div>
+      </div>
+    </div>
+  </div>
+</div>
+{% endblock %}
+
+

cookies.txt

@@ -2,4 +2,4 @@
 # https://curl.se/docs/http-cookies.html
 # This file was generated by libcurl! Edit at your own risk.
 
-#HttpOnly_localhost	FALSE	/	FALSE	1761016563	session	eyJ1c2VyX2lkIjogMSwgInVzZXIiOiB7ImlkIjogMSwgInVzZXJuYW1lIjogImFkbWluIn19.aOSF8w.gmvSLjQ8LTg_OFCZNUZppoDIjrY
+#HttpOnly_localhost	FALSE	/	FALSE	1761056616	session	eyJ1c2VyX2lkIjogMSwgInVzZXIiOiB7ImlkIjogMSwgInVzZXJuYW1lIjogImFkbWluIn19.aOUiaA.b0ACR1u9vUHgu86iSQ9Mnzw1j6U

docker-compose.yml

@@ -1,5 +1,3 @@
-version: '3.8'
-
 services:
   delphi-db:
     build: .

docs/legacy-schema.md

@@ -0,0 +1,262 @@
+## Legacy schema (inferred)
+
+Source: headers in `old-database/Office/*.csv` (and subfolders) cross-checked against legacy `.SC` scripts.
+
+Notes
+- Types are inferred from names/usage; adjust during migration as needed.
+- Date fields are typically legacy date types (store as DATE). Money/amounts as DECIMAL(12,2).
+
+### ROLODEX
+- Id (TEXT, pk)
+- Prefix (TEXT)
+- First (TEXT)
+- Middle (TEXT)
+- Last (TEXT)
+- Suffix (TEXT)
+- Title (TEXT)
+- A1 (TEXT)
+- A2 (TEXT)
+- A3 (TEXT)
+- City (TEXT)
+- Abrev (TEXT)
+- St (TEXT)
+- Zip (TEXT)
+- Email (TEXT)
+- DOB (DATE)
+- SS# (TEXT)
+- Legal_Status (TEXT)
+- Group (TEXT)
+- Memo (TEXT)
+
+### PHONE (by Id)
+- Id (TEXT, fk → Rolodex.Id)
+- Phone (TEXT)
+- Location (TEXT)
+
+### FILES (file cabinet)
+- File_No (TEXT, pk)
+- Id (TEXT, fk → Rolodex.Id)
+- File_Type (TEXT, fk → FileType.File_Type)
+- Regarding (TEXT)
+- Opened (DATE)
+- Closed (DATE, nullable)
+- Empl_Num (TEXT, fk → Employee.Empl_Num)
+- Rate_Per_Hour (DECIMAL)
+- Status (TEXT, fk → FileStat.Status)
+- Footer_Code (TEXT, fk → Footers.F_Code)
+- Opposing (TEXT, fk → Rolodex.Id)
+- Hours (DECIMAL)
+- Hours_P (DECIMAL)
+- Trust_Bal (DECIMAL)
+- Trust_Bal_P (DECIMAL)
+- Hourly_Fees (DECIMAL)
+- Hourly_Fees_P (DECIMAL)
+- Flat_Fees (DECIMAL)
+- Flat_Fees_P (DECIMAL)
+- Disbursements (DECIMAL)
+- Disbursements_P (DECIMAL)
+- Credit_Bal (DECIMAL)
+- Credit_Bal_P (DECIMAL)
+- Total_Charges (DECIMAL)
+- Total_Charges_P (DECIMAL)
+- Amount_Owing (DECIMAL)
+- Amount_Owing_P (DECIMAL)
+- Transferable (DECIMAL)
+- Memo (TEXT)
+
+### FILES_R (relationships)
+- File_No (TEXT, fk → Files.File_No)
+- Relationship (TEXT)
+- Rolodex_Id (TEXT, fk → Rolodex.Id)
+
+### FILES_V (variables)
+- File_No (TEXT, fk → Files.File_No)
+- Identifier (TEXT)
+- Response (TEXT)
+
+### LEDGER
+- File_No (TEXT, fk → Files.File_No)
+- Date (DATE)
+- Item_No (INTEGER, part of pk per scripts use)
+- Empl_Num (TEXT, fk → Employee.Empl_Num)
+- T_Code (TEXT, fk → TrnsLkup.T_Code)
+- T_Type (TEXT, fk → TrnsType.T_Type)
+- T_Type_L (TEXT)
+- Quantity (DECIMAL)
+- Rate (DECIMAL)
+- Amount (DECIMAL)
+- Billed (TEXT, one of 'Y'/'N')
+- Note (TEXT)
+
+### TRNSACTN (joined outputs)
+- File_No (TEXT)
+- Id (TEXT)
+- Footer_Code (TEXT)
+- Date (DATE)
+- Item_No (INTEGER)
+- Empl_Num (TEXT)
+- T_Code (TEXT)
+- T_Type (TEXT)
+- T_Type_L (TEXT)
+- Quantity (DECIMAL)
+- Rate (DECIMAL)
+- Amount (DECIMAL)
+- Billed (TEXT)
+- Note (TEXT)
+
+### TRNSLKUP (transaction codes)
+- T_Code (TEXT, pk)
+- T_Type (TEXT, fk → TrnsType.T_Type)
+- T_Type_L (TEXT)
+- Amount (DECIMAL)
+- Description (TEXT)
+
+### TRNSTYPE (transaction groups)
+- T_Type (TEXT, pk)
+- T_Type_L (TEXT)
+- Header (TEXT)
+- Footer (TEXT)
+
+### FILESTAT
+- Status (TEXT, pk)
+- Definition (TEXT)
+- Send (TEXT)
+- Footer_Code (TEXT, fk → Footers.F_Code)
+
+### FOOTERS
+- F_Code (TEXT, pk)
+- F_Footer (TEXT)
+
+### EMPLOYEE
+- Empl_Num (TEXT, pk)
+- Empl_Id (TEXT, fk → Rolodex.Id)
+- Rate_Per_Hour (DECIMAL)
+
+### STATES
+- Abrev (TEXT, pk)
+- St (TEXT)
+
+### GRUPLKUP
+- Code (TEXT, pk)
+- Description (TEXT)
+- Title (TEXT)
+
+### SETUP
+- Appl_Title (TEXT)
+- L_Head1..L_Head10 (TEXT)
+- Default_Printer (INTEGER, fk → Printers.Number)
+
+### PRINTERS
+- Number (INTEGER, pk)
+- Name (TEXT)
+- Port (TEXT)
+- Page_Break (TEXT)
+- Setup_St (TEXT)
+- Phone_Book (TEXT)
+- Rolodex_Info (TEXT)
+- Envelope (TEXT)
+- File_Cabinet (TEXT)
+- Accounts (TEXT)
+- Statements (TEXT)
+- Calendar (TEXT)
+- Reset_St (TEXT)
+- B_Underline (TEXT)
+- E_Underline (TEXT)
+- B_Bold (TEXT)
+- E_Bold (TEXT)
+
+### DEPOSITS / PAYMENTS
+- Deposits
+  - Deposit_Date (DATE, pk?)
+  - Total (DECIMAL)
+- Payments
+  - Deposit_Date (DATE, fk → Deposits.Deposit_Date)
+  - File_No (TEXT, fk → Files.File_No)
+  - Id (TEXT, fk → Rolodex.Id)
+  - Regarding (TEXT)
+  - Amount (DECIMAL)
+  - Note (TEXT)
+
+### QDROS
+- File_No (TEXT)
+- Version (TEXT)
+- Plan_Id (TEXT)
+- ^1, ^2, ^Part, ^AltP, ^Pet, ^Res (TEXT)
+- Case_Type (TEXT)
+- Case_Code (TEXT)
+- Section (TEXT)
+- Case_Number (TEXT)
+- Judgment_Date (DATE)
+- Valuation_Date (DATE)
+- Married_On (DATE)
+- Percent_Awarded (DECIMAL)
+- Ven_City (TEXT)
+- Ven_Cnty (TEXT)
+- Ven_St (TEXT)
+- Draft_Out (DATE)
+- Draft_Apr (DATE)
+- Final_Out (DATE)
+- Judge (TEXT)
+- Form_Name (TEXT)
+
+### PLANINFO
+- Plan_Id (TEXT, pk)
+- Plan_Name (TEXT)
+- Plan_Type (TEXT)
+- Empl_Id_No (TEXT)
+- Plan_No (TEXT)
+- NRA (TEXT)
+- ERA (TEXT)
+- ERRF (TEXT)
+- COLAS (TEXT)
+- Divided_By (TEXT)
+- Drafted (TEXT)
+- Benefit_C (TEXT)
+- QDRO_C (TEXT)
+- ^REV (TEXT)
+- ^PA (TEXT)
+- Form_Name (TEXT)
+- Drafted_On (DATE)
+- Memo (TEXT)
+
+### PENSIONS (and related)
+- PENSIONS
+  - File_No (TEXT)
+  - Version (TEXT)
+  - Plan_Id (TEXT)
+  - Plan_Name (TEXT)
+  - Title (TEXT)
+  - First (TEXT)
+  - Last (TEXT)
+  - Birth (DATE)
+  - Race (TEXT)
+  - Sex (TEXT)
+  - Info (DATE)
+  - Valu (DATE)
+  - Accrued (DECIMAL)
+  - Vested_Per (DECIMAL)
+  - Start_Age (DECIMAL)
+  - COLA (DECIMAL)
+  - Max_COLA (DECIMAL)
+  - Withdrawal (DECIMAL)
+  - Pre_DR (DECIMAL)
+  - Post_DR (DECIMAL)
+  - Tax_Rate (DECIMAL)
+- RESULTS
+  - Accrued, Start_Age, COLA, Withdrawal, Pre_DR, Post_DR, Tax_Rate,
+  - Age, Years_From, Life_Exp, EV_Monthly, Payments, Pay_Out,
+  - Fund_Value, PV, Mortality, PV_AM, PV_AMT, PV_Pre_DB, PV_Annuity,
+  - WV_AT, PV_Plan, Years_Married, Years_Service, Marr_Per, Marr_Amt
+- MARRIAGE
+  - File_No, Version, Married_From, Married_To, Married_Years,
+  - Service_From, Service_To, Service_Years, Marital_%
+- DEATH
+  - File_No, Version, Lump1, Lump2, Growth1, Growth2, Disc1, Disc2
+- SCHEDULE
+  - File_No, Version, Vests_On (DATE), Vests_At (DECIMAL)
+- SEPARATE
+  - File_No, Version, Separation_Rate (DECIMAL)
+- Life Tables (reference data)
+  - FORMS/LIFETABL, FORMS/NUMBERAL, PENSIONS/LIFETABL, PENSIONS/NUMBERAL
+
+

static/js/custom.js

@@ -50,6 +50,24 @@ document.addEventListener('DOMContentLoaded', function() {
             }
         });
     });
+
+    // Auto-compute Amount = Quantity × Rate in ledger add form
+    var qtyInput = document.querySelector('form[action*="/ledger"] .js-qty');
+    var rateInput = document.querySelector('form[action*="/ledger"] .js-rate');
+    var amountInput = document.querySelector('form[action*="/ledger"] .js-amount');
+
+    function recomputeAmount() {
+        if (!qtyInput || !rateInput || !amountInput) return;
+        var q = parseFloat(qtyInput.value);
+        var r = parseFloat(rateInput.value);
+        if (!isNaN(q) && !isNaN(r)) {
+            var amt = (q * r);
+            amountInput.value = amt.toFixed(2);
+        }
+    }
+
+    if (qtyInput) qtyInput.addEventListener('input', recomputeAmount);
+    if (rateInput) rateInput.addEventListener('input', recomputeAmount);
 });
 
 // Utility functions