delphi-database-v2/TODO.md

DelphiCG Minimal Database App — TODO

Refer to del.plan.md for context. Check off items as they’re completed.

• Create project directories and empty files per structure
• Create requirements.txt with minimal deps
• Copy delphi-logo.webp into static/logo/
• Set up SQLAlchemy Base and engine/session helpers
• Add User model with username and password_hash
• Add Client model (rolodex_id and core fields)
• Add Phone model with FK to Client
• Add Case model (file_no unique, FK to Client)
• Add Transaction model with FK to Case
• Add Document model with FK to Case
• Add Payment model with FK to Case
• Create tables and seed default admin user
• Create FastAPI app with DB session dependency
• Add SessionMiddleware with SECRET_KEY from env
• Configure Jinja2 templates and mount static files
• Create base.html with Bootstrap 5 CDN and nav
• Implement login form, POST handler, and logout
• Create login.html form
• Implement dashboard route listing cases
• Add simple search by file_no/name/keyword
• Create dashboard.html with table and search box
• Implement case view and edit POST
• Create case.html with form and tabs
• Implement admin page with file upload
• Create admin.html with upload form and results
• Build CSV import core with dispatch by filename
• Importer for ROLODEX → Client
• Importer for PHONE → Phone
• Importer for FILES → Case
• Importer for LEDGER → Transaction
• Importer for QDROS → Document
• Importer for PAYMENTS → Payment
• Wire admin POST to run selected importers
• Run app and test login/import/list/case-edit
• Add minimal Dockerfile and compose for local run