delphi-database-v2/TODO-Legacy.md

Legacy Porting TODOs

Purpose: Track features and workflows from legacy Paradox (.SC) scripts to port into the modern app. Each item includes a clear example to guide implementation and testing.

Cross-cutting platform and data

• Data model: create relational tables and relations

  • Example: Create tables Rolodex, Phone, Files, Ledger, Deposits, Payments, Printers, Setup, Footers, FileStat, FileType, TrnsLkup, TrnsType, GrupLkup, PlanInfo, Pensions, Results, Output, Schedule, Separate, Death, Marriage, States, LifeTabl, NumberAl. Foreign keys: Phone.id -> Rolodex.id, Files.id -> Rolodex.id, Ledger.file_no -> Files.file_no.

• CSV import: one-time and repeatable import from legacy CSVs

  • Example: Import old-database/Office/FILES.csv into files table; validate required fields and normalize dates; log row count and any rejects.

• Answer table pattern for query results

  • Example: After searching Rolodex, show a paginated results view with bulk actions (reports, document assembly, return to full dataset).

• Field prompts/help (tooltips or side panel)

  • Example: When focusing Files.File_Type, show: "F1 to select area of law" as inline help text.

• Structured logging/audit trail

  • Example: On Ledger create/update/delete, log user, action, record keys, and pre/post balance totals for the related file.

• Reporting infrastructure (screen preview, PDF, CSV)

  • Example: Provide a common reporting service to render a "Statements - Unbilled (Itemized)" report to PDF and preview in-browser.

Main navigation (legacy Main Menu)

• Dashboard linking modules
  • Example: Home shows links to Rolodex, File Cabinet, Pensions, Plan Info, Deposits, Utilities, Printers/Customize, Tally Accounts.

Rolodex (names/addresses/phones)

• CRUD for Rolodex and child Phone entries

  • Example: Add a phone number with Location = Office and format validation (e.g., 1-555-555-1234).

• Advanced search dialog joining Phone

  • Example: Search by Last = "Smith" and Phone contains "555-12"; results include records linked by Phone.Id -> Rolodex.Id.

• Reports: Envelope, Phone Book (2 variants), Rolodex Info

  • Example: Generate "Phone Book - Address & Phone" PDF for current results set (min. 1 page output).

• Document assembly hook from results

  • Example: Select one or more contacts, choose a form, and produce a merged document with their address data.

File Cabinet (client files and billing)

• Master-detail UI for Files with Ledger detail

  • Example: Selecting a file shows ledger entries inline; adding a ledger line updates file totals.

• Ask/Search dialog over Files

  • Example: Filter by Status = SEND and Empl_Num = 101 and Opened in 2024; render answer-table results.

• Close/Reopen account actions

  • Example: Close account with Amount_Owing = 250.00 auto-posts a Ledger payment entry (T_Code PMT, Billed Y) and sets Files.Status = INACTIVE and Closed = today.

• Summarize Accounts view (billed/unbilled/total)

  • Example: For a file, show three columns (Billed, Not Billed, Total) for Trust, Hours, Hourly Fees, Flat Fees, Disbursements, Credits, Balance Due, and Transferable.

• Timekeeper ticker (optional v1)

  • Example: Start timer; upon stop, prefill an hourly ledger Quantity from elapsed hours; allow edit before save.

• Locate Record utility

  • Example: Search by Regarding contains "QDRO" jumps to matching file in the master grid.

• Reports from results (envelope, phone, file info, accounts, statements, credit/payment history)

  • Example: From a filtered set, generate "Account Balances - Short" grouped by employee and file status.

• Bulk mark billed and recompute

  • Example: Mark all displayed unbilled Ledger entries as Billed = Y; recompute Files billed/unbilled totals.

• SEND/HOLD status filtering semantics via FileStat

  • Example: When selecting Status = HOLD, exclude from default statement print runs.

Ledger (file transactions)

• Validations and defaults

  • Example: Require Date, T_Code, Empl_Num, Amount, Billed; if T_Type = 2 (Hourly), default Rate from Employee.Rate_Per_Hour for the selected employee.

• Auto-compute Amount = Quantity * Rate

  • Example: Enter Quantity = 2, Rate = 150.00 auto-sets Amount = 300.00 when either field changes.

• Unique posting for Item_No

  • Example: On save, if (File_No, Date, Item_No) conflicts, increment Item_No until unique, then persist.

• Recompute file totals (Tally_Ledger) on change

  • Example: After delete of a credit, Files.Amount_Owing updates immediately and Transferable recalculates.

• Quick toggles and date nudge

  • Example: Keyboard toggle to set Billed Y/N; buttons to shift Date ±1 day.

Deposits / Payments

• Payments search (date range, File_No, Id, Regarding)

  • Example: From_Date=2025-01-01, To_Date=2025-03-31 shows all payments in Q1 2025 with optional filters for file or id.

• Reports: Summary and Detailed payments

  • Example: Generate a "Payments - Detailed" PDF grouped by deposit date.

• Deposit Total = sum of linked payment amounts

  • Example: On save of a deposit with three payments (50, 75, 25), set Deposits.Total = 150.00.

Plan Info

• CRUD for plan catalog
  • Example: Add a plan with Plan_Id = "ABC-123", Plan_Type = DB, and memo details; searchable in Pensions and QDRO.

Pensions (annuity evaluator)

• Life Expectancy Method (uses LifeTabl)

  • Example: Given Valu (valuation date) and Birth, compute Age, Start_Age, Payments = int(LE*12), Mortality, PV, PV_AM, PV_AMT, apply death benefit and marriage factor, then write results.

• Actuarial Method (uses NumberAl monthly mortality)

  • Example: Build monthly survival probabilities; apply COLA (capped by Max_COLA) annually after 12 months; discount pre/post; compute TEP, PV_TEP, PV_TEP_NOW, then marriage factor and results.

• Save Results and Output

  • Example: Copy computed result fields into Results; populate Output with human-readable fields (e.g., Last's possessive formatting) for document generation.

• Ask for Output (document assembly)

  • Example: Open current Output record for the selected pension and pass it to the Forms/assembly workflow.

Document assembly (Forms)

• Forms library management (list, descriptions, selection)

  • Example: List files from a configured forms directory; show description from Forms/Form_Lst when a file is selected.

• Save/Run merge configurations

  • Example: Save selected forms set as a reusable config; run merge to produce DOCX/PDF via templating.

• Forms search with index keywords

  • Example: Search by Status = Active and keywords ["QDRO", "Envelope"] to narrow the list.

• Form List report

  • Example: Print a report listing matching forms (name + memo/description).

Utilities / Setup / Printers

• CRUD for code tables (FileType, Employee, TrnsType, TrnsLkup, Footers, GrupLkup, FileStat, States, PlanInfo, Printers, RVarLkup, FVarLkup, Inx_Lkup)

  • Example: Add TrnsLkup with T_Code = PMT, T_Type = 5, T_Type_L = C, Description = Payment.

• Customize Setup (title and 10-line letterhead)

  • Example: Update organization title and letterhead; persist in Setup; reflect in statement/report headers.

• Printers / Output profiles

  • Example: Define output profile (e.g., A4/PDF) that maps legacy "setup strings" to modern render options; set as default.

• Tally Accounts (batch recompute)

  • Example: Button runs recompute across all Files and shows confirmation of N updated.

• Organize (archive rotation)

  • Example: Move Files with Status = ARCHIVE and their Ledger entries to archive tables or mark archived = true.

• Calendar maintenance (low priority)

  • Example: Archive Calndr/Apoint entries older than 30 days into *_x tables (or mark archived).

Reporting (consolidated list)

• Implement reports used across modules
  • Example: Provide templates/endpoints for: Payments (summary/detailed), Phone Book (2), Envelope, Rolodex Info, File Cabinet Info (detailed/short), Account Balances (detailed/short), Statements (all/unbilled/billed; total vs itemized), Credit/Payment History, Form List.

UX polish and accessibility

• Keyboard shortcuts for common actions

  • Example: Map F2=Save, F8=Clear form, F9=Toggle edit, provide alternatives for accessibility.

• Memo editor for long text fields

  • Example: Open modal to edit Files.Memo with character count and autosave warning.

Data integrity and computations

• Rollups and derived fields on Files

  • Example: Maintain Hours, Hourly_Fees, Flat_Fees, Disbursements, Credit_Bal, Total_Charges, Amount_Owing, Transferable in sync with Ledger.

• Duplicate/uniqueness safeguards

  • Example: Prevent duplicate Pensions (File_No + Version); ensure Ledger (File_No + Date + Item_No) is unique; show friendly error.

Staging / Not included yet

• QDRO Screen and templates (scoped separately)

  • Example: Define schema and UI for QDRO; integrate with Forms for drafting; out of this immediate milestone.

• Timecard/Trust/Calendar (defer unless requested)

  • Example: Keep placeholders; implement only if explicitly prioritized.

Decisions required (product/tech)

• Which reports are must-have for v1?

  • Example: If only Statements and Phone Book are needed initially, defer other reports.

• Output strategy: PDF-only vs printer integration

  • Example: Prefer PDF preview + download; printer selection as future enhancement.

• Document assembly target

  • Example: Choose DOCX templating (Jinja-in-Docx) vs HTML-to-PDF for merge outputs.

• Archival approach

  • Example: Use archived_at flag and views instead of physical *_x tables.

---

Notes

• Keep implementations modular with explicit config via environment variables.
• Add structured debug logging around imports, computes, and reports.
• Ensure Docker images and compose are updated if new dependencies are added.