changes

docs/MISSING_FEATURES_TODO.md

@@ -41,8 +41,8 @@ Based on the comprehensive analysis of the legacy Paradox system, this document
 #### 1.4 Form Selection Interface
 - [x] Multi-template selection UI
 - [x] Template preview and description display
-- [ ] Batch document generation (planned for future iteration)
-- [ ] Generated document management (planned for future iteration)
+- [x] Batch document generation (MVP synchronous; async planned)
+- [x] Generated document management (store outputs, link to `File`, list/delete)
 
 **API Endpoints Needed**:
 ```
@@ -83,10 +83,11 @@ POST   /api/documents/generate-batch
 - [x] Auditing: record variables resolved and their sources (context vs `FormVariable`/`ReportVariable`)
 
 #### 1.8 Batch Generation
+- [x] Synchronous batch merges (MVP; per-item results returned immediately)
 - [ ] Async queue jobs for batch merges (Celery/RQ) with progress tracking (future iteration)
 - [ ] Idempotency keys to avoid duplicate batches (future iteration)
-- [ ] Per-item success/failure reporting; partial retry support (future iteration)
-- [ ] Output bundling: store each generated document; optional ZIP download of the set (future iteration)
+- [x] Per-item success/failure reporting (MVP; partial retry future)
+- [ ] Output bundling: optional ZIP download of the set (future iteration)
 - [ ] Throttling and concurrency limits (future iteration)
 - [ ] Audit trail: who initiated, when, template/version used, filters applied (future iteration)
 
@@ -221,6 +222,27 @@ POST   /api/documents/generate-batch
 ⏳ GET    /api/reports/account-aging               # Future enhancement
 ```
 
+### 🔴 4. Pension Valuation & Present Value Tools
+
+**Legacy Feature**: Annuity Evaluator (present value calculations)
+
+**Current Status**: ✅ **COMPLETED**
+
+**Required Components**:
+
+- Present value calculators for common pension/annuity scenarios (single life, joint & survivor)
+- Integration with `LifeTable`/`NumberTable` for life expectancy and numeric factors
+- Configurable discount/interest rates and COLA assumptions
+- Support for pre/post-retirement adjustments and early/late commencement
+- Validation/reporting of inputs and computed outputs
+
+**API Endpoints Needed**:
+```
+POST   /api/pensions/valuation/annuity           # compute PV for specified inputs
+POST   /api/pensions/valuation/joint-survivor    # compute PV with J&S parameters
+GET    /api/pensions/valuation/examples          # sample scenarios for QA
+```
+
 ---
 
 ## MEDIUM PRIORITY - Productivity Features
@@ -323,6 +345,26 @@ POST   /api/documents/generate-batch
 ✅ GET    /api/file-management/closure-candidates
 ```
 
+### 🟡 5.1 Deposit Book & Payments Register
+
+**Legacy Feature**: Daily deposit summaries and payments register
+
+**Current Status**: ✅ **COMPLETED**
+
+**Implemented Components**:
+- Endpoints to create/list deposits and attach `Payment` records
+- Summaries by date range and reconciliation helpers
+- Export to CSV and printable reports
+
+**API Endpoints Needed**:
+```
+GET    /api/financial/deposits?start=…&end=…
+POST   /api/financial/deposits
+POST   /api/financial/deposits/{date}/payments
+GET    /api/financial/deposits/{date}
+GET    /api/financial/reports/deposits
+```
+
 ### 🟡 6. Advanced Printer Management
 
 **Legacy Feature**: Sophisticated printer configuration and report formatting
@@ -342,6 +384,8 @@ POST   /api/documents/generate-batch
 - [ ] Print preview functionality
 - [ ] Batch printing capabilities
 - [ ] Print queue management
+- [ ] Envelope and mailing label generation from `Rolodex`/`Files`
+- [ ] Phone book report outputs (numbers only, with addresses, full rolodex)
 
 **Note**: Modern web applications typically rely on browser printing, but for a legal office, direct printer control might still be valuable.
 
@@ -353,7 +397,23 @@ POST   /api/documents/generate-batch
 
 **Legacy Feature**: Calendar management with appointment archival
 
-**Current Status**: ❌ Not implemented
+**Current Status**: ⚠️ Partially implemented
+
+Implemented (Deadlines & Court Calendar):
+- Deadline models and services: `Deadline`, `DeadlineReminder`, `DeadlineTemplate`, `CourtCalendar`
+- Endpoints:
+  - CRUD: `POST/GET/PUT/DELETE /api/deadlines/…`
+  - Actions: `/api/deadlines/{id}/complete`, `/extend`, `/cancel`
+  - Templates: `GET/POST /api/deadlines/templates/`, `POST /api/deadlines/from-template/`
+  - Reporting: `/api/deadlines/reports/{upcoming|overdue|completion|workload|trends}`
+  - Notifications & alerts: `/api/deadlines/alerts/urgent`, `/alerts/process-daily`, preferences
+  - Calendar views: `/api/deadlines/calendar/{monthly|weekly|daily}`
+  - Export: `/api/deadlines/calendar/export/ical` (ICS)
+
+Remaining (Appointments):
+- General appointment models and scheduling (non-deadline events)
+- Conflict detection across appointments (beyond deadlines)
+- Appointment archival and lifecycle
 
 **Required Components**:
 
@@ -473,6 +533,11 @@ POST   /api/documents/generate-batch
 - [ ] Accounting software integration
 - [ ] Case management platforms
 
+#### 12.3 Data Quality Services
+- [ ] Address Validation Service (see `docs/ADDRESS_VALIDATION_SERVICE.md`)
+  - Standalone service, USPS ZIP+4 + USPS API integration
+  - Integration endpoints and UI validation for addresses
+
 ---
 
 ## IMPLEMENTATION ROADMAP