delphi-database-v2/docs/next-section-prompt.md

Next Section Prompt — Reports: Envelope, Phone Book (variants), Rolodex Info

Implement the next set of reports building on existing report infrastructure.

Context:

• Phone Book HTML/CSV/PDF is already implemented at /reports/phone-book using build_phone_book_pdf and report_phone_book.html.
• Bulk selection from rolodex.html posts to /reports/phone-book.

Goals:

1. Envelope report (PDF)

• Endpoint: GET /reports/envelope?client_ids=...&q=...&format=pdf
• Input: either selected client_ids (from rolodex bulk) or current filter q.
• Output: PDF of #10 envelope mailing blocks, one per client, paginated. Address format:
  • Line 1: First Last (or Company if present and person name is blank)
  • Line 2: Company (optional if name already used)
  • Line 3: Address
  • Line 4: City, ST ZIP
• Implementation: build_envelope_pdf(clients) in app/reporting.py using fpdf2 with sensible margins and font sizes.

2. Phone Book — Address & Phone variant (HTML/CSV/PDF)

• Extend existing GET /reports/phone-book to support variant=address_phone.
• Columns: Name, Company, Address, City, State, Zip, Phone Type, Phone Number.
• CSV: include all columns above.
• PDF: tabular layout similar to current phone book, trimmed to fit page width.

3. Rolodex Info report (PDF)

• Endpoint: GET /reports/rolodex-info?client_ids=...&q=...&format=pdf
• Output: Per-client summary blocks showing key details:
  • Name (Last, First), Company
  • Address, City/State/Zip
  • All phone numbers (type + number)
• Implementation: build_rolodex_info_pdf(clients) in app/reporting.py, multi-column or stacked blocks with clear headings and light separators.

UI wiring:

• In rolodex.html bulk actions, add buttons/links for:
  • Envelope (Selected) → POST to /reports/envelope or GET with client_ids
  • Phone Book CSV/PDF (Current Filter) with variant=address_phone
  • Rolodex Info (Selected)

Acceptance Criteria:

• All endpoints require auth; respect client_ids or q filtering similar to phone book.
• CSV downloads set Content-Disposition with meaningful filenames.
• PDFs render at least one page with legible typography and pagination.
• Logging: add structured logs for render/export start/end with counts.

Non-goals (for this pass):

• Advanced formatting (duplex, custom fonts), i18n, or bulk email generation.

Test notes:

• Use existing seed/import flows to populate clients and phones.
• Validate downloads via browser and ensure no server errors in logs.