check-printing/TODO.md

TODO

MVP

• Build public/index.html -- app shell, header with company name and current check number
• Build public/css/style.css -- functional, dense layout; ledger table is primary view
• Build public/js/app.js -- all frontend logic via fetch()
• Check ledger table -- columns: check #, date, payee, amount, memo, printed status
• Ledger: filter by printed / unprinted
• Ledger: sort by check number and date
• New check form -- fields: payee, amount, date, memo, note1, note2; address fields collapsed by default
• New check form -- slide-in panel or modal, not a separate page
• Edit mode for unprinted checks (inline or same panel as new check form)
• Checkbox selection of 1--3 checks for print; enforce the 3-check maximum in the UI
• "Generate PDF" button -- POST to /api/pdf, open resulting PDF in a new browser tab
• Reprint flow -- allow re-generating PDF for already-printed checks without re-marking (?mark_printed=false)
• Delete confirmation for unprinted checks
• Basic error display for API failures (failed PDF generation, validation errors)
• Amount input validation -- numeric, two decimal places, greater than zero
• Date input defaults to today
• Check number display -- show next check number on new check form (read from account)
• Run migration against Montana Dinosaur Center.mdb and verify all check records import correctly
• Verify PDF output: spot-check field positions against a printed check from the original software
• Verify MICR line renders using GnuMICR.otf and lands at correct Y position
• Docker Compose smoke test -- confirm app starts, DB initializes, and PDF endpoint responds

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Post-MVP / Future Features

These exist in the original ezCheckPrinting software but are intentionally out of scope for MVP.

Multi-account support

• Account switcher -- the original software has ~14 accounts across TMDC, Lions, District 37, etc.
• account_id foreign key on checks and layout_fields tables
• Account management UI -- create, edit, delete accounts
• Per-account logo and signature image upload
• Per-account bank configuration (routing, account number, transit code, company info)

Check layout editor

• Visual layout editor -- drag or nudge field positions (X/Y in inches)
• Per-field font, size, and visibility toggles
• Printer offset calibration UI (offset left/right/up/down) for aligning to check stock
• Preview panel that reflects layout changes before saving

Payee management

• Payee address book -- store and recall payee name + address lines
• Autocomplete payee field from address book on new check form

Check stub

• 1-up with stub layout (alternative to 3-up) -- stub fields are already in layout_fields
• Stub field rendering in PDF service (fields prefixed Stub in layout_fields)

Reporting and ledger features

• Date range filter on ledger
• Search/filter by payee name
• Total amount display for filtered ledger view
• CSV export of check ledger

Import / migration

• Multi-account .mdb import -- run migration script per account, associate with account record
• Import logo from .mdb Settings table for accounts that have one (already implemented in script, needs UI trigger)

Deposit slips

• Deposit slip data model -- deposits table (date, total, line items: source/amount)
• Deposit slip PDF generation -- standard bank deposit slip layout
• Deposit slip ledger -- list, filter by date range
• New deposit form -- slide-in panel, add multiple line items dynamically
• Print flow for deposit slips (similar to check flow, mark as printed)

Authentication

• Basic auth or simple password gate for any deployment that leaves the local network