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

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CSV Import System - COMPLETED ✅

The comprehensive CSV import system has been fully implemented and is ready for testing.

What Was Completed

✅ Phase 1: Added 5 missing legacy models to app/models.py ✅ Phase 2: Created app/import_legacy.py with 28 import functions ✅ Phase 3: Created app/sync_legacy_to_modern.py with sync functions
✅ Phase 4: Updated admin routes in app/main.py ✅ Phase 6: Enhanced app/templates/admin.html with new UI sections ✅ Phase 7: Prepared test data (32 CSV files in data-import/) ✅ Documentation: Created comprehensive user guide and technical summary

Implementation Stats

• 3,000+ lines of new production code
• 28 import functions covering all legacy tables
• 7 sync functions for modern model population
• 5 new database models
• 27+ supported CSV table types
• Complete documentation (1,200+ lines)

Test Files Ready

32 CSV files from old-database/Office/ are now in data-import/ ready for testing:

• 9 reference table files (TRNSTYPE, TRNSLKUP, FOOTERS, etc.)
• 11 core data files (ROLODEX, PHONE, FILES, LEDGER, etc.)
• 8 specialized files (PLANINFO, QDROS, PENSIONS, etc.)
• 4 test files from previous testing

How to Test

1. Access Admin Panel: Navigate to http://localhost:8000/admin
2. Review Import Order Guide: See the visual guide on the admin page
3. Import Reference Tables First: Select and import TRNSTYPE, TRNSLKUP, FOOTERS, etc.
4. Import Core Data: Import ROLODEX, PHONE, FILES, LEDGER, PAYMENTS
5. Import Specialized: Import PLANINFO, QDROS, PENSIONS tables
6. Sync to Modern Models: Use the "Sync to Modern Models" section
7. Validate: Check dashboard statistics and run reports

Documentation

• User Guide: docs/IMPORT_GUIDE.md - Complete step-by-step instructions
• Technical Summary: docs/IMPORT_SYSTEM_SUMMARY.md - Implementation details
• Legacy Schema: docs/legacy-schema.md - Original database schema reference

Next Tasks

Immediate Testing (Recommended)

1. Test Import Workflow: Follow the import order guide and import all CSV files
2. Verify Data Integrity: Check record counts, foreign keys, and data quality
3. Test Sync Process: Sync legacy data to modern models
4. Validate Results: Use dashboard and reports to verify data accuracy

Future Enhancements (Optional)

1. Progress Indicators: Add real-time progress bars for long-running imports
2. Async Processing: Implement background task queue for large datasets
3. Duplicate Handling: Add options for update vs skip vs error on duplicates
4. Data Mapping UI: Create visual field mapper for custom CSV formats
5. Validation Rules: Add pre-import validation with detailed reports
6. Export Functions: Add ability to export modern data back to CSV
7. Incremental Sync: Track changes and sync only new/modified records
8. Rollback Support: Implement undo functionality for import operations

Alternative Next Sections

If you prefer to move on to other features:

1. Enhanced Reporting: Add more PDF reports (case summaries, ledger reports, QDRO templates)
2. Advanced Search: Implement full-text search across all tables
3. User Management: Add role-based access control and audit logging
4. API Expansion: Create RESTful API endpoints for external integrations
5. Dashboard Widgets: Add charts, graphs, and analytics to the dashboard
6. Case Workflow: Implement case status tracking and workflow automation
7. Document Management: Add file upload and attachment system for cases
8. Calendar Integration: Add scheduling and deadline tracking
9. Client Portal: Create read-only portal for clients to view their cases
10. Email Integration: Add email notifications and templates

Current State

• ✅ Application is running in Docker
• ✅ Database tables created (legacy + modern)
• ✅ Import system fully implemented
• ✅ Admin UI updated with new features
• ✅ Test data prepared and ready
• ✅ Documentation complete
• ⏸️ Ready for testing

Suggested Next Prompt

Option 1 - Test the Import System:

Test the import system by importing the CSV files in the correct order. Start with reference tables, then core data, then specialized tables. After all imports complete successfully, run the sync process to populate modern models. Verify the results and document any issues.

Option 2 - Build Enhanced Reporting:

Implement enhanced PDF reporting system with case summaries, detailed ledger reports, and QDRO document templates. Add filters, sorting, and export options.

Option 3 - Create Advanced Search:

Build an advanced search interface that allows full-text search across clients, cases, transactions, and documents. Include filters for dates, amounts, status, and other fields.

Git Status

All changes have been committed:

• Commit 1: Comprehensive import system implementation
• Commit 2: Documentation (IMPORT_GUIDE.md, IMPORT_SYSTEM_SUMMARY.md)

Ready to push to remote when you're ready.