maybe good

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HotSwapp
2025-08-08 15:55:15 -05:00
parent ab6f163c15
commit b257a06787
80 changed files with 19739 additions and 0 deletions

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{% extends "base.html" %}
{% block title %}Customers (Rolodex) - Delphi Database{% endblock %}
{% block content %}
<div class="container-fluid">
<div class="row">
<div class="col-12">
<div class="d-flex justify-content-between align-items-center mb-3">
<h2><i class="bi bi-person-rolodex"></i> Customers (Rolodex)</h2>
<div>
<button class="btn btn-success" id="addCustomerBtn">
<i class="bi bi-plus-circle"></i> New Customer (Ctrl+N)
</button>
<button class="btn btn-info" id="statsBtn">
<i class="bi bi-graph-up"></i> Statistics
</button>
</div>
</div>
<!-- Search and Filter Panel -->
<div class="card customer-search-panel mb-3">
<div class="card-body">
<div class="row g-3">
<div class="col-md-4">
<label for="searchInput" class="form-label">Search Customers</label>
<div class="input-group">
<input type="text" class="form-control" id="searchInput" placeholder="Name, ID, City, Email...">
<button class="btn btn-outline-secondary" type="button" id="searchBtn">
<i class="bi bi-search"></i>
</button>
</div>
</div>
<div class="col-md-3">
<label for="groupFilter" class="form-label">Group Filter</label>
<select class="form-select" id="groupFilter">
<option value="">All Groups</option>
</select>
</div>
<div class="col-md-2">
<label for="stateFilter" class="form-label">State Filter</label>
<select class="form-select" id="stateFilter">
<option value="">All States</option>
</select>
</div>
<div class="col-md-3">
<label for="phoneSearch" class="form-label">Phone Search</label>
<div class="input-group">
<input type="text" class="form-control" id="phoneSearch" placeholder="Phone number...">
<button class="btn btn-outline-secondary" type="button" id="phoneSearchBtn">
<i class="bi bi-telephone"></i>
</button>
</div>
</div>
</div>
</div>
</div>
<!-- Customer List -->
<div class="card customer-table-container">
<div class="card-body">
<div class="table-responsive">
<table class="table table-hover" id="customersTable">
<thead>
<tr>
<th>ID</th>
<th>Name</th>
<th>Group</th>
<th>City, State</th>
<th>Phone</th>
<th>Email</th>
<th>Actions</th>
</tr>
</thead>
<tbody id="customersTableBody">
<!-- Customer rows will be populated here -->
</tbody>
</table>
</div>
<!-- Pagination -->
<nav aria-label="Customer pagination">
<ul class="pagination justify-content-center" id="pagination">
</ul>
</nav>
</div>
</div>
</div>
</div>
</div>
<!-- Customer Modal -->
<div class="modal fade customer-modal" id="customerModal" tabindex="-1" aria-labelledby="customerModalLabel" aria-hidden="true">
<div class="modal-dialog modal-xl">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="customerModalLabel">Customer Details</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
</div>
<div class="modal-body">
<form id="customerForm">
<div class="row g-3">
<!-- Customer ID and Basic Info -->
<div class="col-md-6">
<div class="card customer-form-section">
<div class="card-header">
<h6 class="mb-0">Basic Information</h6>
</div>
<div class="card-body">
<div class="mb-3">
<label for="customerId" class="form-label">Customer ID *</label>
<input type="text" class="form-control" id="customerId" name="id" required>
</div>
<div class="row">
<div class="col-md-6">
<label for="prefix" class="form-label">Prefix</label>
<input type="text" class="form-control" id="prefix" name="prefix" placeholder="Mr., Ms., Dr.">
</div>
<div class="col-md-6">
<label for="suffix" class="form-label">Suffix</label>
<input type="text" class="form-control" id="suffix" name="suffix" placeholder="Jr., Sr., M.D.">
</div>
</div>
<div class="mb-3">
<label for="first" class="form-label">First Name</label>
<input type="text" class="form-control" id="first" name="first">
</div>
<div class="mb-3">
<label for="middle" class="form-label">Middle Name</label>
<input type="text" class="form-control" id="middle" name="middle">
</div>
<div class="mb-3">
<label for="last" class="form-label">Last Name / Company *</label>
<input type="text" class="form-control" id="last" name="last" required>
</div>
<div class="row">
<div class="col-md-6">
<label for="title" class="form-label">Title</label>
<input type="text" class="form-control" id="title" name="title" placeholder="President, Attorney">
</div>
<div class="col-md-6">
<label for="group" class="form-label">Group</label>
<input type="text" class="form-control" id="group" name="group" placeholder="Client, Personal">
</div>
</div>
</div>
</div>
</div>
<!-- Address Information -->
<div class="col-md-6">
<div class="card customer-form-section">
<div class="card-header">
<h6 class="mb-0">Address Information</h6>
</div>
<div class="card-body">
<div class="mb-3">
<label for="a1" class="form-label">Address Line 1</label>
<input type="text" class="form-control" id="a1" name="a1">
</div>
<div class="mb-3">
<label for="a2" class="form-label">Address Line 2</label>
<input type="text" class="form-control" id="a2" name="a2">
</div>
<div class="mb-3">
<label for="a3" class="form-label">Address Line 3</label>
<input type="text" class="form-control" id="a3" name="a3">
</div>
<div class="row">
<div class="col-md-6">
<label for="city" class="form-label">City</label>
<input type="text" class="form-control" id="city" name="city">
</div>
<div class="col-md-3">
<label for="abrev" class="form-label">State</label>
<input type="text" class="form-control" id="abrev" name="abrev" placeholder="TX" maxlength="2">
</div>
<div class="col-md-3">
<label for="zip" class="form-label">ZIP Code</label>
<input type="text" class="form-control" id="zip" name="zip">
</div>
</div>
</div>
</div>
</div>
<!-- Contact & Legal Info -->
<div class="col-12">
<div class="card customer-form-section">
<div class="card-header">
<h6 class="mb-0">Contact & Legal Information</h6>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-4">
<label for="email" class="form-label">Email</label>
<input type="email" class="form-control" id="email" name="email">
</div>
<div class="col-md-3">
<label for="dob" class="form-label">Date of Birth</label>
<input type="date" class="form-control" id="dob" name="dob">
</div>
<div class="col-md-3">
<label for="ss_number" class="form-label">Social Security #</label>
<input type="text" class="form-control" id="ss_number" name="ss_number" placeholder="###-##-####">
</div>
<div class="col-md-2">
<label for="legal_status" class="form-label">Legal Status</label>
<input type="text" class="form-control" id="legal_status" name="legal_status" placeholder="Petitioner">
</div>
</div>
</div>
</div>
</div>
<!-- Phone Numbers -->
<div class="col-12">
<div class="card customer-form-section">
<div class="card-header d-flex justify-content-between align-items-center">
<h6 class="mb-0">Phone Numbers</h6>
<button type="button" class="btn btn-sm btn-success" id="addPhoneBtn">
<i class="bi bi-plus"></i> Add Phone
</button>
</div>
<div class="card-body">
<div id="phoneNumbers">
<!-- Phone numbers will be populated here -->
</div>
</div>
</div>
</div>
<!-- Memo -->
<div class="col-12">
<div class="card customer-form-section">
<div class="card-header">
<h6 class="mb-0">Memo / Notes (Alt+M)</h6>
</div>
<div class="card-body">
<textarea class="form-control" id="memo" name="memo" rows="4" placeholder="Enter notes and comments here..."></textarea>
</div>
</div>
</div>
</div>
</form>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel (Esc)</button>
<button type="button" class="btn btn-danger delete-customer-btn" id="deleteCustomerBtn">
<i class="bi bi-trash"></i> Delete (Del)
</button>
<button type="button" class="btn btn-primary" id="saveCustomerBtn">
<i class="bi bi-check-circle"></i> Save (Ctrl+S)
</button>
</div>
</div>
</div>
</div>
<!-- Statistics Modal -->
<div class="modal fade" id="statsModal" tabindex="-1" aria-labelledby="statsModalLabel" aria-hidden="true">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="statsModalLabel">Customer Database Statistics</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
</div>
<div class="modal-body" id="statsContent">
<!-- Statistics will be loaded here -->
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
</div>
</div>
</div>
</div>
<script>
// Customer management functionality
let currentPage = 0;
let currentSearch = '';
let isEditing = false;
let editingCustomerId = null;
// Helper function for authenticated API calls
function getAuthHeaders() {
const token = localStorage.getItem('auth_token');
return {
'Authorization': `Bearer ${token}`,
'Content-Type': 'application/json'
};
}
// Initialize on page load
document.addEventListener('DOMContentLoaded', function() {
// Check authentication first
const token = localStorage.getItem('auth_token');
if (!token) {
window.location.href = '/login';
return;
}
loadCustomers();
loadGroups();
loadStates();
setupEventListeners();
});
function setupEventListeners() {
// Search functionality
document.getElementById('searchBtn').addEventListener('click', performSearch);
document.getElementById('searchInput').addEventListener('keypress', function(e) {
if (e.key === 'Enter') performSearch();
});
// Phone search
document.getElementById('phoneSearchBtn').addEventListener('click', performPhoneSearch);
document.getElementById('phoneSearch').addEventListener('keypress', function(e) {
if (e.key === 'Enter') performPhoneSearch();
});
// Modal buttons
document.getElementById('addCustomerBtn').addEventListener('click', showAddCustomerModal);
document.getElementById('saveCustomerBtn').addEventListener('click', saveCustomer);
document.getElementById('deleteCustomerBtn').addEventListener('click', deleteCustomer);
document.getElementById('addPhoneBtn').addEventListener('click', addPhoneField);
document.getElementById('statsBtn').addEventListener('click', showStats);
// Form validation
document.getElementById('customerId').addEventListener('blur', validateCustomerId);
}
async function loadCustomers(page = 0, search = '') {
try {
const params = new URLSearchParams({
skip: page * 50,
limit: 50
});
if (search) params.append('search', search);
const response = await fetch(`/api/customers/?${params}`, {
headers: getAuthHeaders()
});
if (!response.ok) throw new Error('Failed to load customers');
const customers = await response.json();
displayCustomers(customers);
} catch (error) {
console.error('Error loading customers:', error);
showAlert('Error loading customers: ' + error.message, 'danger');
}
}
function displayCustomers(customers) {
const tbody = document.getElementById('customersTableBody');
tbody.innerHTML = '';
customers.forEach(customer => {
const row = document.createElement('tr');
row.innerHTML = `
<td>${customer.id}</td>
<td>${formatName(customer)}</td>
<td>${customer.group || ''}</td>
<td>${formatLocation(customer)}</td>
<td>${formatPhones(customer.phone_numbers)}</td>
<td>${customer.email || ''}</td>
<td>
<button class="btn btn-sm btn-primary" onclick="editCustomer('${customer.id}')">
<i class="bi bi-pencil"></i> Edit
</button>
<button class="btn btn-sm btn-info" onclick="viewCustomer('${customer.id}')">
<i class="bi bi-eye"></i> View
</button>
</td>
`;
tbody.appendChild(row);
});
}
function formatName(customer) {
const parts = [];
if (customer.prefix) parts.push(customer.prefix);
if (customer.first) parts.push(customer.first);
if (customer.middle) parts.push(customer.middle);
parts.push(customer.last);
if (customer.suffix) parts.push(customer.suffix);
return parts.join(' ');
}
function formatLocation(customer) {
const parts = [];
if (customer.city) parts.push(customer.city);
if (customer.abrev) parts.push(customer.abrev);
return parts.join(', ');
}
function formatPhones(phones) {
if (!phones || phones.length === 0) return '';
return phones.map(p => `${p.location || 'Phone'}: ${p.phone}`).join('<br>');
}
async function loadGroups() {
try {
const response = await fetch('/api/customers/groups', {
headers: getAuthHeaders()
});
if (response.ok) {
const groups = await response.json();
const select = document.getElementById('groupFilter');
groups.forEach(g => {
const option = document.createElement('option');
option.value = g.group;
option.textContent = g.group;
select.appendChild(option);
});
}
} catch (error) {
console.error('Error loading groups:', error);
}
}
async function loadStates() {
try {
const response = await fetch('/api/customers/states', {
headers: getAuthHeaders()
});
if (response.ok) {
const states = await response.json();
const select = document.getElementById('stateFilter');
states.forEach(s => {
const option = document.createElement('option');
option.value = s.state;
option.textContent = s.state;
select.appendChild(option);
});
}
} catch (error) {
console.error('Error loading states:', error);
}
}
function performSearch() {
currentSearch = document.getElementById('searchInput').value;
currentPage = 0;
loadCustomers(currentPage, currentSearch);
}
async function performPhoneSearch() {
const phone = document.getElementById('phoneSearch').value;
if (!phone) return;
try {
const response = await fetch(`/api/customers/search/phone?phone=${encodeURIComponent(phone)}`, {
headers: getAuthHeaders()
});
if (!response.ok) throw new Error('Phone search failed');
const results = await response.json();
displayPhoneSearchResults(results);
} catch (error) {
console.error('Phone search error:', error);
showAlert('Phone search failed: ' + error.message, 'danger');
}
}
function displayPhoneSearchResults(results) {
const tbody = document.getElementById('customersTableBody');
tbody.innerHTML = '';
results.forEach(result => {
const row = document.createElement('tr');
row.innerHTML = `
<td>${result.customer.id}</td>
<td>${result.customer.name}</td>
<td>-</td>
<td>${result.customer.city}, ${result.customer.state}</td>
<td><strong>${result.location}: ${result.phone}</strong></td>
<td>-</td>
<td>
<button class="btn btn-sm btn-primary" onclick="editCustomer('${result.customer.id}')">
<i class="bi bi-pencil"></i> Edit
</button>
</td>
`;
tbody.appendChild(row);
});
}
function showAddCustomerModal() {
isEditing = false;
editingCustomerId = null;
document.getElementById('customerModalLabel').textContent = 'Add New Customer';
document.getElementById('deleteCustomerBtn').classList.remove('show');
clearCustomerForm();
new bootstrap.Modal(document.getElementById('customerModal')).show();
}
async function editCustomer(customerId) {
try {
const response = await fetch(`/api/customers/${customerId}`, {
headers: getAuthHeaders()
});
if (!response.ok) throw new Error('Failed to load customer');
const customer = await response.json();
populateCustomerForm(customer);
isEditing = true;
editingCustomerId = customerId;
document.getElementById('customerModalLabel').textContent = 'Edit Customer';
document.getElementById('deleteCustomerBtn').classList.add('show');
document.getElementById('customerId').disabled = true;
new bootstrap.Modal(document.getElementById('customerModal')).show();
} catch (error) {
console.error('Error loading customer:', error);
showAlert('Error loading customer: ' + error.message, 'danger');
}
}
function viewCustomer(customerId) {
// Similar to editCustomer but make form read-only
editCustomer(customerId);
// TODO: Make form read-only for view mode
}
function populateCustomerForm(customer) {
const form = document.getElementById('customerForm');
const formData = new FormData(form);
// Populate basic fields
Object.keys(customer).forEach(key => {
const input = form.querySelector(`[name="${key}"]`);
if (input && customer[key] !== null) {
if (input.type === 'date' && customer[key]) {
input.value = customer[key];
} else {
input.value = customer[key] || '';
}
}
});
// Populate phone numbers
populatePhoneNumbers(customer.phone_numbers || []);
}
function populatePhoneNumbers(phones) {
const container = document.getElementById('phoneNumbers');
container.innerHTML = '';
phones.forEach((phone, index) => {
addPhoneField(phone);
});
if (phones.length === 0) {
addPhoneField();
}
}
function addPhoneField(phone = null) {
const container = document.getElementById('phoneNumbers');
const phoneDiv = document.createElement('div');
phoneDiv.className = 'row mb-2 phone-entry';
phoneDiv.innerHTML = `
<div class="col-md-4">
<input type="text" class="form-control phone-location" placeholder="Location (Home, Office, Mobile)" value="${phone?.location || ''}">
</div>
<div class="col-md-6">
<input type="text" class="form-control phone-number" placeholder="Phone Number" value="${phone?.phone || ''}">
</div>
<div class="col-md-2">
<button type="button" class="btn btn-outline-danger btn-sm remove-phone">
<i class="bi bi-dash"></i>
</button>
</div>
`;
// Add remove functionality
phoneDiv.querySelector('.remove-phone').addEventListener('click', function() {
phoneDiv.remove();
});
container.appendChild(phoneDiv);
}
async function saveCustomer() {
const form = document.getElementById('customerForm');
const formData = new FormData(form);
const customerData = {};
// Collect basic form data
for (let [key, value] of formData.entries()) {
if (value.trim() !== '') {
customerData[key] = value.trim();
}
}
// Validate required fields
if (!customerData.id || !customerData.last) {
showAlert('Customer ID and Last Name are required', 'danger');
return;
}
try {
const url = isEditing ? `/api/customers/${editingCustomerId}` : '/api/customers/';
const method = isEditing ? 'PUT' : 'POST';
const response = await fetch(url, {
method: method,
headers: getAuthHeaders(),
body: JSON.stringify(customerData)
});
if (!response.ok) {
const error = await response.json();
throw new Error(error.detail || 'Failed to save customer');
}
const customer = await response.json();
// Save phone numbers
await savePhoneNumbers(customer.id);
bootstrap.Modal.getInstance(document.getElementById('customerModal')).hide();
showAlert(isEditing ? 'Customer updated successfully' : 'Customer created successfully', 'success');
loadCustomers(currentPage, currentSearch);
} catch (error) {
console.error('Error saving customer:', error);
showAlert('Error saving customer: ' + error.message, 'danger');
}
}
async function savePhoneNumbers(customerId) {
const phoneEntries = document.querySelectorAll('.phone-entry');
// First, get existing phones to update/delete
try {
const response = await fetch(`/api/customers/${customerId}/phones`, {
headers: getAuthHeaders()
});
if (response.ok) {
const existingPhones = await response.json();
// For simplicity, delete all existing phones and re-add
// In production, you'd want to be more sophisticated about updates
for (const phone of existingPhones) {
await fetch(`/api/customers/${customerId}/phones/${phone.id}`, {
method: 'DELETE',
headers: getAuthHeaders()
});
}
}
} catch (error) {
console.error('Error managing existing phones:', error);
}
// Add new phones
for (const entry of phoneEntries) {
const location = entry.querySelector('.phone-location').value.trim();
const phone = entry.querySelector('.phone-number').value.trim();
if (phone) {
try {
await fetch(`/api/customers/${customerId}/phones`, {
method: 'POST',
headers: getAuthHeaders(),
body: JSON.stringify({
location: location || null,
phone: phone
})
});
} catch (error) {
console.error('Error saving phone:', error);
}
}
}
}
async function deleteCustomer() {
if (!confirm('Are you sure you want to delete this customer? This action cannot be undone.')) {
return;
}
try {
const response = await fetch(`/api/customers/${editingCustomerId}`, {
method: 'DELETE',
headers: getAuthHeaders()
});
if (!response.ok) throw new Error('Failed to delete customer');
bootstrap.Modal.getInstance(document.getElementById('customerModal')).hide();
showAlert('Customer deleted successfully', 'success');
loadCustomers(currentPage, currentSearch);
} catch (error) {
console.error('Error deleting customer:', error);
showAlert('Error deleting customer: ' + error.message, 'danger');
}
}
async function validateCustomerId() {
const id = document.getElementById('customerId').value;
if (!id || isEditing) return;
try {
const response = await fetch(`/api/customers/${id}`, {
headers: getAuthHeaders()
});
if (response.ok) {
showAlert('Customer ID already exists', 'warning');
document.getElementById('customerId').focus();
}
} catch (error) {
// ID doesn't exist, which is good for new customers
}
}
async function showStats() {
try {
const response = await fetch('/api/customers/stats', {
headers: getAuthHeaders()
});
if (!response.ok) throw new Error('Failed to load statistics');
const stats = await response.json();
displayStats(stats);
} catch (error) {
console.error('Error loading stats:', error);
showAlert('Error loading statistics: ' + error.message, 'danger');
}
}
function displayStats(stats) {
const content = document.getElementById('statsContent');
content.innerHTML = `
<div class="row">
<div class="col-md-6">
<h6>Database Overview</h6>
<ul class="list-unstyled">
<li><strong>Total Customers:</strong> ${stats.total_customers}</li>
<li><strong>Phone Numbers:</strong> ${stats.total_phone_numbers}</li>
<li><strong>With Email:</strong> ${stats.customers_with_email}</li>
</ul>
</div>
<div class="col-md-6">
<h6>Group Breakdown</h6>
<ul class="list-unstyled">
${stats.group_breakdown.map(g => `<li><strong>${g.group}:</strong> ${g.count}</li>`).join('')}
</ul>
</div>
</div>
`;
new bootstrap.Modal(document.getElementById('statsModal')).show();
}
function clearCustomerForm() {
document.getElementById('customerForm').reset();
document.getElementById('customerId').disabled = false;
document.getElementById('phoneNumbers').innerHTML = '';
addPhoneField();
}
function showAlert(message, type = 'info') {
// Create and show Bootstrap alert
const alertDiv = document.createElement('div');
alertDiv.className = `alert alert-${type} alert-dismissible fade show`;
alertDiv.innerHTML = `
${message}
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
`;
document.body.insertBefore(alertDiv, document.body.firstChild);
// Auto-dismiss after 5 seconds
setTimeout(() => {
if (alertDiv.parentNode) {
alertDiv.remove();
}
}, 5000);
}
</script>
{% endblock %}