950d261eb4
- Extend Transaction with ledger fields (item_no, employee_number, t_code, t_type_l, quantity, rate, billed) - Startup SQLite migration to add missing columns on transactions - Ledger create/update/delete endpoints with validations and auto-compute Amount = Quantity × Rate - Uniqueness: ensure (transaction_date, item_no) per case by auto-incrementing - Compute case totals (billed/unbilled/overall) and display in case view - Update case.html for master-detail ledger UI; add client-side auto-compute JS - Enhance import_ledger_data to populate extended fields - Close/Reopen actions retained; case detail sorting by date/item - Auth: switch to pbkdf2_sha256 default (bcrypt fallback) and seed admin robustness Tested in Docker: health OK, login OK, import ROLODEX/FILES OK, ledger create persisted and totals displayed.
371 lines
19 KiB
HTML
371 lines
19 KiB
HTML
{% extends "base.html" %}
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{% block title %}
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Case {{ case.file_no if case else '' }} · Delphi Database
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{% endblock %}
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{% block content %}
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<div class="row g-3">
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<div class="col-12 d-flex align-items-center">
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<a class="btn btn-sm btn-outline-secondary me-2" href="/dashboard">
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<i class="bi bi-arrow-left"></i>
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Back
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</a>
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<h2 class="mb-0">Case Details</h2>
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</div>
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{% if error %}
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<div class="col-12">
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<div class="alert alert-danger" role="alert">{{ error }}</div>
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</div>
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{% endif %}
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{% if saved %}
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<div class="col-12">
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<div class="alert alert-success alert-dismissible fade show" role="alert">
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<i class="bi bi-check-circle me-2"></i>
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Case updated successfully!
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<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
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</div>
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</div>
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{% endif %}
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{% if errors %}
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<div class="col-12">
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<div class="alert alert-danger alert-dismissible fade show" role="alert">
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<i class="bi bi-exclamation-triangle me-2"></i>
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<strong>Please fix the following errors:</strong>
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<ul class="mb-0 mt-2">
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{% for error in errors %}
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<li>{{ error }}</li>
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{% endfor %}
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</ul>
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<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
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</div>
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</div>
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{% endif %}
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{% if case %}
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<div class="col-12">
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<div class="card">
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<div class="card-body">
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<div class="row mb-3">
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<div class="col-md-3">
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<div class="text-muted small">File #</div>
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<div class="fw-semibold">{{ case.file_no }}</div>
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</div>
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<div class="col-md-3">
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<div class="text-muted small">Status</div>
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<div>
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{% if case.status == 'active' %}
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<span class="badge bg-success">Active</span>
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{% elif case.status == 'closed' %}
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<span class="badge bg-secondary">Closed</span>
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{% else %}
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<span class="badge bg-light text-dark">{{ case.status or 'n/a' }}</span>
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{% endif %}
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</div>
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</div>
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<div class="col-md-3">
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<div class="text-muted small">Type</div>
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<div>{{ case.case_type or '' }}</div>
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</div>
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<div class="col-md-3">
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<div class="text-muted small">Opened</div>
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<div>{{ case.open_date.strftime('%Y-%m-%d') if case.open_date else '' }}</div>
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</div>
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</div>
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<div class="row mb-3">
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{% set client = case.client %}
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<div class="col-md-4">
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<div class="text-muted small">Client</div>
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<div>
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{% if client %}
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{{ client.last_name }}, {{ client.first_name }}
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{% else %}
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<span class="text-muted">Unknown</span>
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{% endif %}
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</div>
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</div>
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<div class="col-md-4">
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<div class="text-muted small">Company</div>
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<div>{{ client.company if client else '' }}</div>
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</div>
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<div class="col-md-4">
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<div class="text-muted small">City/State</div>
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<div>
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{% if client %}
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{{ client.city or '' }}{% if client.state %}, {{ client.state }}{% endif %}
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{% endif %}
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</div>
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</div>
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</div>
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<div class="mb-2 text-muted small">Description</div>
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<p class="mb-0">{{ case.description or '' }}</p>
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</div>
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</div>
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</div>
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<!-- Edit Case Form -->
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<div class="col-12">
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<div class="card">
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<div class="card-header d-flex justify-content-between align-items-center">
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<h5 class="mb-0">Edit Case</h5>
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<div>
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{% if case.status == 'active' %}
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<form method="post" action="/case/{{ case.id }}/close" class="d-inline me-2">
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<button type="submit" class="btn btn-sm btn-outline-danger"
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onclick="return confirm('Are you sure you want to close this case?')">
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<i class="bi bi-x-circle me-1"></i>Close Case
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</button>
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</form>
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{% endif %}
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{% if case.status == 'closed' %}
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<form method="post" action="/case/{{ case.id }}/reopen" class="d-inline me-2">
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<button type="submit" class="btn btn-sm btn-outline-success"
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onclick="return confirm('Are you sure you want to reopen this case?')">
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<i class="bi bi-check-circle me-1"></i>Reopen Case
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</button>
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</form>
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{% endif %}
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</div>
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</div>
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<div class="card-body">
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<form method="post" action="/case/{{ case.id }}/update">
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<div class="row g-3">
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<div class="col-md-6">
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<label for="status" class="form-label">Status</label>
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<select class="form-select" id="status" name="status">
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<option value="active" {% if case.status == 'active' %}selected{% endif %}>Active</option>
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<option value="closed" {% if case.status == 'closed' %}selected{% endif %}>Closed</option>
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</select>
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</div>
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<div class="col-md-6">
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<label for="case_type" class="form-label">Case Type</label>
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<input type="text" class="form-control" id="case_type" name="case_type"
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value="{{ case.case_type or '' }}">
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</div>
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<div class="col-12">
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<label for="description" class="form-label">Description</label>
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<textarea class="form-control" id="description" name="description" rows="3">{{ case.description or '' }}</textarea>
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</div>
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<div class="col-md-6">
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<label for="open_date" class="form-label">Open Date</label>
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<input type="date" class="form-control" id="open_date" name="open_date"
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value="{{ case.open_date.strftime('%Y-%m-%d') if case.open_date else '' }}">
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</div>
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<div class="col-md-6">
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<label for="close_date" class="form-label">Close Date</label>
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<input type="date" class="form-control" id="close_date" name="close_date"
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value="{{ case.close_date.strftime('%Y-%m-%d') if case.close_date else '' }}">
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</div>
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<div class="col-12">
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<div class="d-flex gap-2">
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<button type="submit" class="btn btn-primary">
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<i class="bi bi-check-lg me-1"></i>Save Changes
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</button>
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<a href="/case/{{ case.id }}" class="btn btn-outline-secondary">Cancel</a>
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</div>
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</div>
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</div>
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</form>
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</div>
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</div>
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</div>
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<div class="col-xl-8">
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<div class="card h-100">
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<div class="card-header d-flex justify-content-between align-items-center">
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<span>Ledger</span>
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<div class="small text-muted">
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<span class="me-3">Billed: {{ '%.2f'|format(totals.billed_total) }}</span>
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<span class="me-3">Unbilled: {{ '%.2f'|format(totals.unbilled_total) }}</span>
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<span>Total: {{ '%.2f'|format(totals.overall_total) }}</span>
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</div>
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</div>
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<div class="card-body">
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<form class="row g-2 align-items-end" method="post" action="/case/{{ case.id }}/ledger">
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<div class="col-md-2">
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<label class="form-label">Date</label>
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<input type="date" class="form-control" name="transaction_date" required>
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</div>
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<div class="col-md-1">
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<label class="form-label">Item #</label>
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<input type="number" class="form-control" name="item_no" min="1">
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</div>
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<div class="col-md-2">
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<label class="form-label">T_Code</label>
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<input type="text" class="form-control" name="t_code" maxlength="10" required>
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</div>
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<div class="col-md-2">
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<label class="form-label">Empl_Num</label>
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<input type="text" class="form-control" name="employee_number" maxlength="20" required>
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</div>
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<div class="col-md-1">
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<label class="form-label">Qty</label>
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<input type="number" class="form-control js-qty" name="quantity" step="0.01">
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</div>
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<div class="col-md-1">
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<label class="form-label">Rate</label>
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<input type="number" class="form-control js-rate" name="rate" step="0.01">
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</div>
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<div class="col-md-2">
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<label class="form-label">Amount</label>
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<input type="number" class="form-control js-amount" name="amount" step="0.01" required>
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</div>
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<div class="col-md-1">
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<label class="form-label">Billed</label>
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<select class="form-select" name="billed" required>
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<option value="N">N</option>
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<option value="Y">Y</option>
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</select>
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</div>
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<div class="col-12">
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<label class="form-label">Description</label>
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<input type="text" class="form-control" name="description" maxlength="255">
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</div>
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<div class="col-12 d-flex gap-2">
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<button type="submit" class="btn btn-primary"><i class="bi bi-plus-lg me-1"></i>Add</button>
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<button type="reset" class="btn btn-outline-secondary">Clear</button>
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</div>
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</form>
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<div class="table-responsive mt-3">
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<table class="table table-sm align-middle">
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<thead class="table-light">
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<tr>
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<th style="width: 110px;">Date</th>
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<th style="width: 70px;">Item</th>
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<th style="width: 90px;">T_Code</th>
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<th style="width: 110px;">Empl</th>
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<th class="text-end" style="width: 100px;">Qty</th>
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<th class="text-end" style="width: 100px;">Rate</th>
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<th class="text-end" style="width: 120px;">Amount</th>
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<th style="width: 70px;">Billed</th>
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<th>Description</th>
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<th class="text-end" style="width: 120px;">Actions</th>
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</tr>
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</thead>
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<tbody>
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{% if case.transactions and case.transactions|length > 0 %}
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{% for t in case.transactions %}
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<tr>
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<td>{{ t.transaction_date.strftime('%Y-%m-%d') if t.transaction_date else '' }}</td>
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<td>{{ t.item_no or '' }}</td>
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<td>{{ t.t_code or '' }}</td>
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<td>{{ t.employee_number or '' }}</td>
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<td class="text-end">{{ '%.2f'|format(t.quantity) if t.quantity is not none else '' }}</td>
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<td class="text-end">{{ '%.2f'|format(t.rate) if t.rate is not none else '' }}</td>
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<td class="text-end">{{ '%.2f'|format(t.amount) if t.amount is not none else '' }}</td>
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<td>{{ t.billed or '' }}</td>
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<td>{{ t.description or '' }}</td>
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<td class="text-end">
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<form method="post" action="/case/{{ case.id }}/ledger/{{ t.id }}" class="d-inline">
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<input type="hidden" name="transaction_date" value="{{ t.transaction_date.strftime('%Y-%m-%d') if t.transaction_date else '' }}">
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<input type="hidden" name="item_no" value="{{ t.item_no or '' }}">
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<input type="hidden" name="t_code" value="{{ t.t_code or '' }}">
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<input type="hidden" name="employee_number" value="{{ t.employee_number or '' }}">
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<input type="hidden" name="quantity" value="{{ t.quantity or '' }}">
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<input type="hidden" name="rate" value="{{ t.rate or '' }}">
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<input type="hidden" name="amount" value="{{ t.amount or '' }}">
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<input type="hidden" name="billed" value="{{ t.billed or '' }}">
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<input type="hidden" name="description" value="{{ t.description or '' }}">
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<button type="submit" class="btn btn-sm btn-outline-secondary" data-bs-toggle="tooltip" title="Quick save last values"><i class="bi bi-arrow-repeat"></i></button>
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</form>
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<form method="post" action="/case/{{ case.id }}/ledger/{{ t.id }}/delete" class="d-inline">
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<button type="submit" class="btn btn-sm btn-outline-danger" data-confirm-delete="Delete this entry?"><i class="bi bi-trash"></i></button>
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</form>
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</td>
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</tr>
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{% endfor %}
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{% else %}
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<tr><td colspan="10" class="text-center text-muted py-3">No ledger entries.</td></tr>
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{% endif %}
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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<div class="col-xl-4">
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<div class="card h-100">
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<div class="card-header">Documents</div>
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<div class="card-body p-0">
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<div class="table-responsive">
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<table class="table table-sm mb-0 align-middle">
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<thead class="table-light">
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<tr>
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<th>Type</th>
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<th>File</th>
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<th style="width: 120px;">Uploaded</th>
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</tr>
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</thead>
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<tbody>
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{% if case.documents and case.documents|length > 0 %}
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{% for d in case.documents %}
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<tr>
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<td>{{ d.document_type or '' }}</td>
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<td>{{ d.file_name or '' }}</td>
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<td>{{ d.uploaded_date.strftime('%Y-%m-%d') if d.uploaded_date else '' }}</td>
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</tr>
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{% endfor %}
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{% else %}
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<tr><td colspan="3" class="text-center text-muted py-3">No documents.</td></tr>
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{% endif %}
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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<div class="col-xl-4">
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<div class="card h-100">
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<div class="card-header">Payments</div>
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<div class="card-body p-0">
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<div class="table-responsive">
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<table class="table table-sm mb-0 align-middle">
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<thead class="table-light">
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<tr>
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<th style="width: 110px;">Date</th>
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<th>Type</th>
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<th class="text-end" style="width: 120px;">Amount</th>
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</tr>
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</thead>
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<tbody>
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{% if case.payments and case.payments|length > 0 %}
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{% for p in case.payments %}
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<tr>
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<td>{{ p.payment_date.strftime('%Y-%m-%d') if p.payment_date else '' }}</td>
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<td>{{ p.payment_type or '' }}</td>
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<td class="text-end">{{ '%.2f'|format(p.amount) if p.amount is not none else '' }}</td>
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</tr>
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{% endfor %}
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{% else %}
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<tr><td colspan="3" class="text-center text-muted py-3">No payments.</td></tr>
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{% endif %}
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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{% else %}
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<div class="col-12">
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<div class="alert alert-warning" role="alert">
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<i class="bi bi-info-circle me-2"></i>
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You must be logged in to view case details and ledger.
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</div>
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</div>
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{% endif %}
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</div>
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{% endblock %}
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