hotswap/delphi-database-v2
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  • cd3e5505c3 Add .gitignore and remove sensitive/generated files main HotSwapp 2025-10-14 08:05:48 -05:00
  • 65e4995a5b fixed sort time HotSwapp 2025-10-14 07:56:13 -05:00
  • 9b2ce0d28f Final enhancement: Increase encoding detection read size to 50KB HotSwapp 2025-10-13 21:44:17 -05:00
  • 05b9d38c61 Enhance UTF-8 encoding fix for CSV imports HotSwapp 2025-10-13 20:00:43 -05:00
  • b6c09dc836 Fix UTF-8 encoding issue in CSV imports HotSwapp 2025-10-13 19:49:18 -05:00
  • 84c3dac83a Improve Rolodex imports, display, and add repair script HotSwapp 2025-10-13 15:00:13 -05:00
  • 2e2380552e Customer 360: extended Client fields, auto-migrate, updated Rolodex CRUD/templates, QDRO routes/views, importer mapping QDRO links appear in rolodex_view.html case rows and case.html header when QDRO data exists, matching legacy flows. HotSwapp 2025-10-13 14:04:35 -05:00
  • 4cd35c66fd Rolodex UX: add /rolodex/{id}/edit route, prefill support for new form, fix edit links, and improve empty state guidance. Also fix header width lints in template. HotSwapp 2025-10-13 10:37:20 -05:00
  • 42ea13e413 Fix import status logic bug HotSwapp 2025-10-13 10:23:46 -05:00
  • 02d439cf8b Update duplicate handling docs to include pension tables HotSwapp 2025-10-13 09:36:09 -05:00
  • c3bbf927a5 Add duplicate handling for pension import functions HotSwapp 2025-10-13 09:35:35 -05:00
  • 69f1043be3 Fix upload detection for model class names and add States/Printers/Setup import HotSwapp 2025-10-13 09:08:06 -05:00
  • e6a78221e6 Add documentation for pension_schedule schema fix HotSwapp 2025-10-13 08:54:45 -05:00
  • 83a3959906 Fix pension_schedule table schema to support multiple vesting milestones per pension HotSwapp 2025-10-13 08:54:19 -05:00
  • ac98bded69 Add detailed skip tracking for phone imports HotSwapp 2025-10-13 08:46:53 -05:00
  • 63809d46fb Fix PHONE.csv import duplicate constraint error HotSwapp 2025-10-12 21:45:30 -05:00
  • 22e99d27ed Fix UNIQUE constraint errors in reference table imports with upsert logic HotSwapp 2025-10-12 21:36:28 -05:00
  • ad1c75d759 docs: Add comprehensive guide on duplicate record handling HotSwapp 2025-10-12 21:08:38 -05:00
  • 2833110de0 chore: Remove test database file HotSwapp 2025-10-12 21:07:59 -05:00
  • c3e741b7ad fix: Handle duplicate IDs in rolodex import gracefully HotSwapp 2025-10-12 21:07:52 -05:00
  • 789eb2c134 docs: Add comprehensive troubleshooting guide for import issues HotSwapp 2025-10-12 20:13:55 -05:00
  • 89ff90a384 docs: Add comprehensive documentation of CSV encoding fix HotSwapp 2025-10-12 19:19:56 -05:00
  • 7958556613 Fix: Improved CSV encoding detection for legacy data with non-standard characters HotSwapp 2025-10-12 19:19:25 -05:00
  • f4c5b9019b Fix Unicode encoding error in rolodex import HotSwapp 2025-10-12 18:24:24 -05:00
  • 97af250657 import: make FILETYPE import idempotent by skipping existing and in-batch duplicates; tested via Docker admin import twice without UNIQUE constraint errors HotSwapp 2025-10-08 13:48:00 -05:00
  • c23e8d0b8a feat(admin): add mapping workflow for unknown CSVs HotSwapp 2025-10-08 13:22:34 -05:00
  • dc1c10f44b feat: Add delete button for uploaded CSV files in admin panel HotSwapp 2025-10-08 13:07:04 -05:00
  • fa4e0b9f62 Add Database Status section to admin panel HotSwapp 2025-10-08 12:59:35 -05:00
  • 2e7e9693c5 Add next section prompt and task summary HotSwapp 2025-10-08 09:55:12 -05:00
  • e11e9aaf16 Add comprehensive CSV import system documentation HotSwapp 2025-10-08 09:54:30 -05:00
  • 4030dbd88e Implement comprehensive CSV import system for legacy database migration HotSwapp 2025-10-08 09:41:38 -05:00
  • 2efbf14940 fixed rolodex page HotSwapp 2025-10-07 23:09:15 -05:00
  • fdcff9fbb2 Expand encoding fallback to handle more legacy CSV encodings HotSwapp 2025-10-07 22:25:34 -05:00
  • 09ef56fc1d Apply encoding fallback to all CSV importers (phone, files, ledger, payments, qdros) HotSwapp 2025-10-07 22:21:07 -05:00
  • 58b2bb9a6c Add stored filename visibility and auto-select functionality to admin upload results HotSwapp 2025-10-07 22:15:08 -05:00
  • 9497d69c76 Navbar: remove brand logo image; keep text brand only HotSwapp 2025-10-07 22:03:20 -05:00
  • 2a7d91da54 Auth UI: reliably hide navbar on login via body_class; add .auth-logo sized ~button width; restart HotSwapp 2025-10-07 21:59:40 -05:00
  • bb68c489ee Auth UI: hide navbar on login via base navbar block; keep footer; remove circular logo styling; widen auth wrapper; restart container HotSwapp 2025-10-07 21:50:18 -05:00
  • 180314d43d UI: Simplify login page styling, remove purple gradient background, stop global .container overrides; add scoped .auth-wrapper; neutralize buttons/cards; rebuild verified via smoke test HotSwapp 2025-10-07 21:37:10 -05:00
  • 7fe57ccb6d Improve login screen design and functionality HotSwapp 2025-10-07 21:33:12 -05:00
  • aeb0be6982 feat(reports): add Envelope, Phone Book (address+phone) and Rolodex Info reports HotSwapp 2025-10-07 17:50:03 -05:00
  • 684b947651 docs: add next-section prompt for Reports (Envelope, Phone Book variants, Rolodex Info); confirm TODO next step pending run/test HotSwapp 2025-10-07 17:40:02 -05:00
  • f649b3c4f1 reports: add PDF generation infra (fpdf2); Phone Book CSV/PDF export; Payments - Detailed report with preview and PDF grouped by deposit date; update Dockerfile for deps; smoke-tested in Docker HotSwapp 2025-10-07 17:30:50 -05:00
  • a4f47fce4f docs(todo): check off structured logging/audit trail; audit logs on ledger CUD with pre/post totals; payments search and dashboard present HotSwapp 2025-10-07 17:19:44 -05:00
  • d3d89c7a5f feat(logging): structured audit logs for ledger CRUD with user, keys, pre/post balances\n\n- Add compute_case_totals_for_case_id and helpers to extract ledger keys\n- Instrument ledger_create/update/delete to emit ledger_audit with deltas\n- Preserve existing event logs (ledger_create/update/delete)\n- Verified in Docker; smoke tests pass HotSwapp 2025-10-07 17:10:36 -05:00
  • e07a4fda1c Answer-table pattern: add reusable macros, integrate with Rolodex; bulk actions retained. Field prompts/help: generic focus-based help in forms (case, rolodex); add JS support. Rebuild Docker. HotSwapp 2025-10-07 17:00:54 -05:00
  • 748fe92565 chore(todo): check off completed legacy MVP items (models, imports, rolodex CRUD & search, dashboard/case/ledger basics, payments search, amount auto-compute, item_no uniqueness) HotSwapp 2025-10-07 16:32:28 -05:00
  • 1eb8ba8edd API: Standardized JSON list responses with Pydantic schemas and Pagination; add sort_by/sort_dir validation with whitelists; consistent JSON 401 for /api/*; structured logging for sorting/pagination; add pydantic dep; add Docker smoke script and README docs. HotSwapp 2025-10-07 16:05:09 -05:00
  • c68ba45ceb 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. HotSwapp 2025-10-07 10:12:00 -05:00
  • 432f303a33 docs: add inferred legacy schema from CSV headers and .SC usage to guide migration HotSwapp 2025-10-07 09:51:30 -05:00
  • 950d261eb4 File Cabinet MVP: case detail with inline Ledger CRUD HotSwapp 2025-10-07 09:26:58 -05:00
  • f9c3b3cc9c MVP legacy features: payments search page, phone book report (HTML+CSV), Rolodex bulk selection + actions; audit logging for Rolodex/Phone CRUD; nav updates HotSwapp 2025-10-06 23:31:02 -05:00
  • d456ae4f39 docs: add TODO-Legacy with legacy feature checklist and examples HotSwapp 2025-10-06 23:14:27 -05:00
  • 978a866813 chore: route uvicorn logs to structlog; disable default access logs HotSwapp 2025-10-06 23:00:25 -05:00
  • 0637fc2a63 chore: add structured logging with structlog; add request_id middleware; replace std logging HotSwapp 2025-10-06 22:22:04 -05:00
  • b2d751f555 feat: Complete case edit functionality and Docker setup HotSwapp 2025-10-06 20:32:51 -05:00
  • 4dbc452b65 items HotSwapp 2025-10-06 20:28:00 -05:00
  • 216adcc1f6 feat: Implement comprehensive admin panel with CSV import system HotSwapp 2025-10-06 19:52:31 -05:00
  • 728d26ad17 feat(case): enable editing and close/reopen actions on case detail HotSwapp 2025-10-06 19:43:21 -05:00
  • 2e49340663 feat(case): add GET /case/{id} detail view and Jinja template; link from dashboard table; eager-load related data; 404 handling and logging HotSwapp 2025-10-06 19:21:58 -05:00
  • 6174df42b4 feat(dashboard): list recent cases with search and pagination\n\n- Add q, page, page_size to /dashboard route\n- Join clients and filter by file_no/name/company\n- Bootstrap table UI with search form and pagination\n- Log query params; preserve auth/session\n\nCo-authored-by: AI Assistant <ai@example.com> HotSwapp 2025-10-06 19:11:40 -05:00
  • 6aa4d59a25 feat(auth): add session-based login/logout with bcrypt hashing, seed default admin, templates and navbar updates; add auth middleware; pin SQLAlchemy 1.4.x for Py3.13; update TODOs HotSwapp 2025-10-06 19:04:36 -05:00
  • 227c74294f feat: Set up SessionMiddleware and Jinja2 Template Configuration HotSwapp 2025-10-06 18:27:44 -05:00
  • de983a73d2 Set up database configuration and connection management HotSwapp 2025-10-06 18:22:18 -05:00
  • 36dffd5372 Initial project structure: directories, empty files, requirements.txt, and logo HotSwapp 2025-10-06 18:18:47 -05:00