fixes

.claude/skills/filevine-api.md

@@ -0,0 +1,166 @@
+# Filevine API Curl Skill
+
+This skill enables intelligent exploration of the Filevine API by making curl requests and analyzing data patterns.
+
+## Capabilities
+
+1. **Discover relevant data within a project** - Search across all endpoints used in sync.py
+2. **Make educated guesses** - Use patterns from sample data to infer where data might exist
+3. **Query specific fields** - Search for fields like "matter number", "case number", dates, etc.
+
+## API Endpoints Discovered
+
+Based on analysis of `sync.py`, the following endpoints are used:
+
+| Endpoint | Purpose | Related Code |
+|----------|---------|--------------|
+| `Projects/{id}` | Project details (name, URLs, dates, phase) | `fetch_project_detail()` |
+| `Projects/{id}/team` | Team members and roles | `fetch_project_team()` |
+| `Projects/{id}/tasks` | Project tasks | `fetch_project_tasks()` |
+| `Projects/{id}/Forms/{form}` | Specific forms (datesAndDeadlines, newFileReview, etc.) | `fetch_form()` |
+| `Projects/{id}/Contacts` | Project contacts | `fetch_contacts()` |
+| `Contacts/{id}` | Client information | `fetch_client()` |
+| `Projects/{id}/Collections/{collection}` | Collections (serviceInfo) | `fetch_collection()` |
+
+## Sample Data Patterns
+
+From examining `examples/*.json`, here are common patterns:
+
+**Project-level fields (Projects/{id}):**
+- `projectName` - Full project name
+- `number` - Project number
+- `incidentDate` - Incident date
+- `projectEmailAddress` - Email address
+- `projectUrl` - Link to Filevine
+- `phaseName` - Current phase
+- `createdDate` - Creation date
+
+**DatesAndDeadlines form:**
+- `caseNumber` - Case number
+- `dateCaseFiled` - Case filed date
+- `defaultDate` - Default date
+- `trialDate` - Trial date
+- `mSCDate` - MSC date
+- `noticeExpirationDate` - Notice expiration
+- `judgmentDate` - Judgment date
+
+**NewFileReview form:**
+- `noticeServiceDate` - When notice was served
+- `noticeExpirationDate` - Notice expiration
+- `noticeType` - Type of notice (NP, PPQ, etc.)
+- `amountDemandedInNotice` - Amount demanded
+
+**ComplaintInfo form:**
+- `totalDamagesSought` - Total damages
+- `complaintVerificationBy` - Verification method
+
+## Usage
+
+When the user asks about finding data, follow this workflow:
+
+### 1. Parse the Query
+
+Identify what the user wants to find:
+- Field name (e.g., "matter number", "case number", "trial date")
+- Context (e.g., "in a project", "in the datesAndDeadlines form")
+
+### 2. Generate Endpoint Candidates
+
+Based on the query, suggest multiple endpoints to check:
+
+**For case/project identifiers:**
+- `Projects/{id}` (check `number`, `caseNumber` fields)
+- `Projects/{id}/Forms/datesAndDeadlines` (check `caseNumber` field)
+- `Projects/{id}/Forms/matterOverview` (check `matterNumber` field)
+
+**For dates:**
+- `Projects/{id}` (check `incidentDate`, `createdDate`)
+- `Projects/{id}/Forms/datesAndDeadlines` (check `trialDate`, `mSCDate`, `defaultDate`, etc.)
+- `Projects/{id}/Forms/newFileReview` (check `noticeServiceDate`)
+
+**For contact/defendant info:**
+- `Projects/{id}/Contacts` (check contact list for defendant)
+- `Contacts/{client_id}` (check full contact info)
+
+**For attorney/team:**
+- `Projects/{id}/team` (check `teamOrgRoles` for "Assigned Attorney", "Primary", etc.)
+
+**For notices:**
+- `Projects/{id}/Forms/newFileReview` (check `noticeType`, `noticeExpirationDate`, etc.)
+- `Projects/{id}/Collections/serviceInfo` (check service dates)
+
+### 3. Execute curl Commands
+
+For each candidate endpoint, construct and execute curl commands using the auth headers from the codebase:
+
+```bash
+curl -X GET "https://api.filevineapp.com/fv-app/v2/Projects/{PROJECT_ID}/{ENDPOINT}" \
+  -H "Accept: application/json" \
+  -H "Authorization: Bearer {BEARER_TOKEN}" \
+  -H "x-fv-orgid: {ORG_ID}" \
+  -H "x-fv-userid: {USER_ID}"
+```
+
+Use the project ID from sample data (e.g., `15974631` or `15914808`) as a placeholder.
+
+### 4. Analyze Results
+
+Look for the queried field in the JSON response:
+- Search field names (not values)
+- Check nested objects and arrays
+- Note which endpoints actually contain the data
+
+### 5. Report Findings
+
+Provide:
+1. The field value(s) found
+2. The endpoint(s) that contain it
+3. Any related fields discovered in the same endpoint
+4. Context about how this data is used in the application
+
+## Common Patterns to Guess From
+
+When the user asks "What endpoint should I hit to find [field]?", consider:
+
+**Field Mapping:**
+| Common Field Names | Likely Endpoints |
+|-------------------|------------------|
+| `matterNumber`, `matter number` | `Projects/{id}/Forms/matterOverview` |
+| `caseNumber`, `case number` | `Projects/{id}/Forms/datesAndDeadlines` |
+| `incident date`, `incidentDate` | `Projects/{id}`, `Projects/{id}/Forms/datesAndDeadlines` |
+| `trial date`, `trialDate` | `Projects/{id}/Forms/datesAndDeadlines` |
+| `notice service date`, `noticeServiceDate` | `Projects/{id}/Forms/newFileReview` |
+| `notice expiration date`, `noticeExpirationDate` | `Projects/{id}/Forms/newFileReview` |
+| `notice type` | `Projects/{id}/Forms/newFileReview` |
+| `assigned attorney` | `Projects/{id}/team` (role: "Assigned Attorney") |
+| `primary contact`, `staff person` | `Projects/{id}/team` (role: "Primary") |
+| `defendant` | `Projects/{id}/Contacts` (filter for "Defendant" role) |
+| `client` | `Contacts/{client_id}` or `Projects/{id}` (clientId field) |
+
+## Environment Setup
+
+When executing curl commands, use these placeholder values (user should provide actual values):
+
+- `PROJECT_ID` - Use sample IDs like 15974631 or 15914808
+- `ORG_ID` - From FILEVINE_ORG_ID env var
+- `USER_ID` - From FILEVINE_USER_ID env var
+- `BEARER_TOKEN` - From FilevineClient.get_bearer_token()
+
+## Tips
+
+1. Start with the most likely endpoints first
+2. The sample data shows that many fields are duplicated across endpoints - check multiple places
+3. Date fields are often in ISO format in API responses
+4. Some forms (like `newFileReview`) contain multiple related date fields
+5. Team roles use specific names - "Assigned Attorney", "Primary", "Secondary Paralegal"
+6. Contact objects in arrays may have `personTypes` to identify their role
+
+## Example Workflow
+
+User: "What endpoint should I hit to find the matter number?"
+
+1. Identify: User wants "matter number" field
+2. Guess: Matter number might be in `Projects/{id}/Forms/matterOverview` based on sample data patterns
+3. Check: `Projects/{id}` also has `number` field
+4. Execute: curl to both endpoints with project 15974631
+5. Report: Found `number` in project root and `matterNumber` in matterOverview form

.env

@@ -9,8 +9,9 @@ GOOGLE_APPLICATION_CREDENTIALS=./rothbard-staging2-12345-firebase-adminsdk-fbsvc
 
 # Filevine auth
 FILEVINE_CLIENT_ID=4F18738C-107A-4B82-BFAC-308F1B6A626A
-FILEVINE_CLIENT_SECRET=*2{aXWvYN(9!BiYUXC_tXj^n8
-FILEVINE_PERSONAL_ACCESS_TOKEN=C8F5C606B834D4EE0CBF0793969496F6210037EB934523756BA80BF2D8EC1880
+FILEVINE_CLIENT_SECRET=q<}QzfD^3t_atF-7+U8(gJCgj
+FILEVINE_PERSONAL_ACCESS_TOKEN=68BEBFB8437B9668642BD71EDEAF09593ACF075CE35AE4079FC7588410094210
+
 FILEVINE_ORG_ID=9227
 FILEVINE_USER_ID=100510
 

.gitignore

@@ -11,3 +11,4 @@ __pycache__/**
 
 
 **/*.pyc
+node_modules/**

admin.py

@@ -1,7 +1,9 @@
 import json
 import os
+import random
+import string
 from functools import wraps
-from flask import render_template, request, redirect, url_for, session, abort, jsonify
+from flask import render_template, request, redirect, url_for, session, abort, jsonify, flash
 from firebase_init import db
 from firebase_admin import auth as fb_auth
 from utils import get_user_profile
@@ -45,8 +47,10 @@ def register_admin_routes(app):
                     "uid": doc.id,
                     "user_email": user_data.get("user_email", ""),
                     "case_email": user_data.get("case_email", ""),
+                    "case_domain_email": user_data.get("case_domain_email", ""),
                     "enabled": bool(user_data.get("enabled", False)),
-                    "is_admin": bool(user_data.get("is_admin", False))
+                    "is_admin": bool(user_data.get("is_admin", False)),
+                    "password_reset_required": bool(user_data.get("password_reset_required", False))
                 })
                 
         except Exception as e:
@@ -78,6 +82,7 @@ def register_admin_routes(app):
             "uid": uid,
             "user_email": user_data.get("user_email", ""),
             "case_email": user_data.get("case_email", ""),
+            "case_domain_email": user_data.get("case_domain_email", ""),
             "enabled": bool(user_data.get("enabled", False)),
             "is_admin": bool(user_data.get("is_admin", False))
         }
@@ -92,17 +97,23 @@ def register_admin_routes(app):
             # Get the user from Firebase Auth
             user = fb_auth.get_user(uid)
             
-            # Generate password reset link using Firebase Auth
-            password_reset_link = fb_auth.generate_password_reset_link(user.email)
             
-            # Send password reset email using Firebase's built-in template
-            # This will send an email to the user with a link to reset their password
-            # Firebase automatically handles the email template and delivery
-            print(f"[INFO] Password reset link generated for {user.email}: {password_reset_link}")
+            # Generate temporary password (random word + 3 digits)
+            words = ["sun", "moon", "star", "cloud", "rain", "wind", "fire", "water", "snow", "stone",
+                     "tree", "leaf", "flower", "bird", "wolf", "tiger", "bear", "fish", "dragon",
+                     "magic", "quest", "light", "dark", "gold", "silver", "ruby", "pearl", "diamond"]
+            random_word = random.choice(words)
+            random_digits = ''.join(random.choices(string.digits, k=3))
+            temp_password = f"{random_word}{random_digits}"
 
-            # Store the password reset link in the session for display in the banner
-            session['password_reset_link'] = password_reset_link
-            session['reset_user_email'] = user.email
+            # Create user profile in Firestore with password reset required flag
+            user_ref = db.collection("users").document(user.uid)
+            user_ref.set({
+                "password_reset_required": True
+            },merge=True)
+            
+            flash(f"User now has a temporary password {temp_password}.", "success")
+            fb_auth.update_user(uid, password=temp_password)
             
             # Redirect back to the admin users table
             return redirect(url_for('admin_users'))
@@ -126,11 +137,14 @@ def register_admin_routes(app):
             
             # Update user in Firestore
             user_ref = db.collection("users").document(target_uid)
-            user_ref.update({
+            # Only update fields that can be changed, excluding is_admin
+            update_data = {
                 "enabled": data.get("enabled", False),
-                "is_admin": data.get("is_admin", False),
-                "case_email": data.get("case_email", "")
-            })
+                "case_email": data.get("case_email", ""),
+                "case_domain_email": data.get("case_domain_email", "")
+            }
+            # Never allow changing is_admin field during updates - admin status can only be set during creation
+            user_ref.update(update_data)
             
             return jsonify({"success": True})
             
@@ -147,7 +161,7 @@ def register_admin_routes(app):
     @app.route("/admin/users/create", methods=["POST"])
     @admin_required
     def create_user():
-        """Create a new user"""
+        """Create a new user with temporary password"""
         try:
             # Get form data
             user_email = request.form.get("user_email")
@@ -158,22 +172,37 @@ def register_admin_routes(app):
             if "@" not in user_email:
                 abort(400, "Invalid email format")
 
-            # Create user in Firebase Authentication
+            # Generate temporary password (random word + 3 digits)
+            words = ["sun", "moon", "star", "cloud", "rain", "wind", "fire", "water", "snow", "stone",
+                     "tree", "leaf", "flower", "bird", "wolf", "tiger", "bear", "fish", "dragon",
+                     "magic", "quest", "light", "dark", "gold", "silver", "ruby", "pearl", "diamond"]
+            random_word = random.choice(words)
+            random_digits = ''.join(random.choices(string.digits, k=3))
+            temp_password = f"{random_word}{random_digits}"
+
+            # Create user in Firebase Authentication with temporary password
             user_record = fb_auth.create_user(
                 email=user_email,
                 email_verified=False,
-                disabled=not request.form.get("enabled", False)
+                disabled=not request.form.get("enabled", False),
+                password=temp_password
             )
 
-            # Create user profile in Firestore
+            # Create user profile in Firestore with password reset required flag
             user_ref = db.collection("users").document(user_record.uid)
             user_ref.set({
                 "user_email": user_email,
                 "case_email": request.form.get("case_email", ""),
+                "case_domain_email": request.form.get("case_domain_email", ""),
                 "enabled": bool(request.form.get("enabled", False)),
-                "is_admin": bool(request.form.get("is_admin", False))
+                "is_admin": bool(request.form.get("is_admin", False)),
+                "password_reset_required": True
             })
 
+            # Display success message with temporary password
+            flash(f"User created successfully. Temporary password: {temp_password}", "success")
+            print(f"[INFO] Created user {user_email} with temp password: {temp_password}")
+
             # Redirect to admin users page
             return redirect(url_for("admin_users"))
 
@@ -183,3 +212,73 @@ def register_admin_routes(app):
         except Exception as e:
             print(f"[ERR] Failed to create user: {e}")
             abort(500, "Failed to create user")
+
+    @app.route("/admin/users/<uid>/become-user", methods=["POST"])
+    @admin_required
+    def become_user(uid):
+        """Allow admin to impersonate another user by replacing session UID"""
+        try:
+            # Verify the target user exists
+            target_user_doc = db.collection("users").document(uid).get()
+            if not target_user_doc.exists:
+                abort(404, "User not found")
+            
+            # Store original admin UID and set impersonation flags
+            session['original_uid'] = session.get('uid')
+            session['impersonating'] = True
+            
+            # Replace session UID with target user's UID
+            session['uid'] = uid
+            
+            print(f"[INFO] Admin {session['original_uid']} is now impersonating user {uid}")
+            
+            # Redirect to dashboard
+            return redirect(url_for('dashboard'))
+            
+        except Exception as e:
+            print(f"[ERR] Failed to become user {uid}: {e}")
+            abort(500, "Failed to impersonate user")
+
+    @app.route("/admin/users/revert")
+    def revert_user():
+        """Revert back to the original admin session.
+        
+        Only accessible if the original session owner (before impersonation) was an admin.
+        This check must happen before @admin_required decorator to verify the original UID,
+        not the currently impersonated user's UID.
+        """
+        try:
+            # Check if user is currently impersonating
+            if 'original_uid' not in session:
+                # Not impersonating - check if current user is admin
+                uid = session.get('uid')
+                if not uid:
+                    return redirect(url_for('login'))
+                profile = get_user_profile(uid)
+                if profile.get('is_admin'):
+                    return redirect(url_for('admin_users'))
+                # Not an admin, deny access
+                abort(403, "Access denied. Admin privileges required.")
+            
+            # Verify the original session owner was an admin (not the impersonated user)
+            original_uid = session.get('original_uid')
+            if not original_uid:
+                abort(403, "Access denied. Invalid session state.")
+            
+            original_profile = get_user_profile(original_uid)
+            if not original_profile.get('is_admin'):
+                abort(403, "Access denied. Only admins can revert from impersonation.")
+            
+            # Restore original admin UID
+            session['uid'] = original_uid
+            session.pop('impersonating', None)
+            session.pop('original_uid', None)
+            
+            print(f"[INFO] Reverted from impersonation back to admin")
+            
+            # Redirect to admin users page
+            return redirect(url_for('admin_users'))
+            
+        except Exception as e:
+            print(f"[ERR] Failed to revert user: {e}")
+            abort(500, "Failed to revert session")

app.py

@@ -29,6 +29,82 @@ def login_required(view):
         return view(*args, **kwargs)
     return wrapped
 
+def projects_for(profile, case_email_match, per_page, offset):
+    """
+    Filter projects based on user profile and case_email query string argument.
+    
+    Args:
+        profile (dict): User profile containing 'enabled', 'is_admin', 'case_email', and 'case_domain_email' fields
+        case_email_match (str): Case email from query string argument, or None
+        
+    Returns:
+        list: List of project dictionaries that match the filtering criteria
+    """
+    is_admin = profile.get("is_admin", False)
+    
+    if not profile.get("enabled"):
+        return ([], 0)
+    
+    # Query Firestore for projects where case_email is in viewing_emails array
+    try:
+        cnt = 0
+        if is_admin:
+            if case_email_match:
+                case_email_match_lower = case_email_match.lower().strip()
+                
+                # Check if case_email_match is a valid email address (contains @)
+                if '@' in case_email_match_lower and not case_email_match_lower.startswith('@'):
+                    # If it's a complete email address, filter by exact match in viewing_emails
+                    projects_ref = db.collection("projects").where("viewing_emails", "array_contains", case_email_match_lower)
+                    cnt = int(projects_ref.count().get()[0][0].value)
+                    projects = []
+                    for doc in projects_ref.order_by("matter_description").limit(per_page).offset(offset).stream():
+                        projects.append(doc.to_dict())
+                    return (projects, cnt)
+                else:
+                    # If no @ sign, treat as domain search
+                    # Also handle cases like "@gmail.com" by extracting the domain
+                    domain_search = case_email_match_lower
+                    if domain_search.startswith('@'):
+                        domain_search = domain_search[1:]  # Remove the @ sign
+                    
+                    # Filter by domain match in viewing_emails
+                    projects_ref = db.collection("projects").where("viewing_domains", "array_contains", domain_search)
+                    print("HERE domain", domain_search)
+                    cnt = int(projects_ref.count().get()[0][0].value)
+                    
+                    projects = []
+                    for doc in projects_ref.order_by("matter_description").limit(per_page).offset(offset).stream():
+                        projects.append(doc.to_dict())
+                    return (projects, cnt)
+
+            else: 
+                projects_ref = db.collection("projects")
+
+        else: 
+            # For non-admin users, check if they have domain email or specific case email
+            case_domain_email = profile.get("case_domain_email", "")
+            case_email = profile.get("case_email", "")
+            
+            if case_domain_email:
+                # Use exact match on viewing_domains field
+                domain_lower = case_domain_email.lower()
+                projects_ref = db.collection("projects").where("viewing_domains", "array_contains", domain_lower)
+            elif case_email:
+                # Use the original logic for specific case email match
+                projects_ref = db.collection("projects").where("viewing_emails", "array_contains", case_email.lower())
+            else:
+                return ([], 0)
+        
+        cnt = int(projects_ref.count().get()[0][0].value)
+        projects = []
+        for doc in projects_ref.order_by("matter_description").limit(per_page).offset(offset).stream():
+            projects.append(doc.to_dict())
+        return (projects, cnt)
+    except Exception as e:
+        print(f"[ERROR] Failed to query projects: {e}")
+        return ([], 0)
+
 
 
 @app.context_processor
@@ -63,7 +139,7 @@ def index():
     if not uid:
         return redirect(url_for("login"))
     profile = get_user_profile(uid)
-    if profile.get("enabled") and profile.get("case_email"):
+    if profile.get("enabled") and (profile.get("case_email") or profile.get("case_domain_email")):
         return redirect(url_for("dashboard"))
     return redirect(url_for("welcome"))
 
@@ -94,6 +170,12 @@ def session_login():
         # Optional: short session
         session["expires_at"] = (datetime.utcnow() + timedelta(hours=8)).isoformat()
 
+        # Check if user needs password reset
+        user_profile = get_user_profile(uid)
+        if user_profile.get("password_reset_required"):
+            return jsonify({"requires_password_reset": True})
+
+        print(f"logged in as {uid} - user_profile.email")
         return jsonify({"ok": True})
     except Exception as e:
         print("[ERR] session_login:", e)
@@ -106,6 +188,52 @@ def logout():
     return redirect(url_for("login"))
 
 
+@app.route("/require-password-reset")
+@login_required
+def require_password_reset():
+    """Show password reset page for users who need to reset their password"""
+    return render_template("require_password_reset.html")
+
+
+@app.route("/reset-password-submit", methods=["POST"])
+@login_required
+def reset_password_submit():
+    """Handle password reset form submission"""
+    uid = session.get("uid")
+    profile = get_user_profile(uid)
+
+    new_password = request.form.get("new_password")
+    confirm_password = request.form.get("confirm_password")
+
+    # Validate passwords match
+    if new_password != confirm_password:
+        flash("Passwords do not match", "error")
+        return redirect(url_for("require_password_reset"))
+
+    # Validate password length
+    if len(new_password) < 6:
+        flash("Password must be at least 6 characters", "error")
+        return redirect(url_for("require_password_reset"))
+
+    # Update password in Firebase Auth
+    try:
+        fb_auth.update_user(uid, password=new_password)
+        print(db.collection("users").document(uid))
+
+        # Clear the password reset required flag in Firestore
+        db.collection("users").document(uid).set({"password_reset_required": False},merge=True)
+        print(db.collection("users").document(uid))
+
+        print(f"[INFO] Password reset successful for user {uid}")
+    except Exception as e:
+        print(f"[ERR] Failed to reset password for {uid}: {e}")
+        flash("Failed to reset password. Please try again.", "error")
+        return redirect(url_for("require_password_reset"))
+
+    # Allow user to login now
+    return redirect(url_for("login"))
+
+
 @app.route("/welcome")
 @login_required
 def welcome():
@@ -127,74 +255,34 @@ def dashboard(page=1):
         return redirect(url_for("welcome"))
     
     is_admin = profile.get("is_admin")
-    case_email = None
-    if not is_admin:
-        case_email = profile.get("case_email")
-        if not case_email:
-            return redirect(url_for("welcome"))
-    if is_admin and request.args.get('case_email'):
-        case_email = request.args.get('case_email').lower()
-        # Validate email format
-        if '@' not in case_email:
-            return abort(400, "Invalid email format")
-
     # Pagination settings
     per_page = int(request.args.get('per_page', 25))
     offset = (page - 1) * per_page
-    query = None
-
-    # Get total count efficiently using a count aggregation query
-    try:
-        # Firestore doesn't have a direct count() method, so we need to count documents
-        import time
-        start_time = time.time()
-        projects_ref = db.collection("projects")
-        # Filter projects where case_email is in viewing_emails array
-        if case_email:
-            query = projects_ref.where("viewing_emails", "array_contains", case_email.lower())
-        else:
-            query = projects_ref
-        
-        total_projects = int(query.count().get()[0][0].value)
-        end_time = time.time()
-        print(f"Filtered projects count: {total_projects} (took {end_time - start_time:.2f}s)")
-    except Exception as e:
-        print(f"[WARN] Failed to get filtered count: {e}")
-        total_projects = 0
+    case_email_match = None
+    if is_admin and request.args.get('case_email'):
+        case_email_match = request.args.get('case_email')
+    if not is_admin and (not profile.get('case_email') and not profile.get('case_domain_email')):
+       return redirect(url_for("welcome"))
+    paginated_rows, total_projects = projects_for(profile, case_email_match, per_page, offset)
 
     # Calculate pagination
     total_pages = (total_projects + per_page - 1) // per_page  # Ceiling division
     
     # Read only the current page from Firestore using limit() and offset()
     import time
-    start_time = time.time()
-    # Filter projects where case_email is in viewing_emails array
-    if case_email:
-        projects_ref = db.collection("projects").where("viewing_emails", "array_contains", case_email.lower()).order_by("matter_description").limit(per_page).offset(offset)
-    else: 
-        projects_ref = db.collection("projects").order_by("matter_description").limit(per_page).offset(offset)
-
-    docs = projects_ref.stream()
-    paginated_rows = []
-    
-    for doc in docs:
-        paginated_rows.append(doc.to_dict())
-    
-    end_time = time.time()
-    print(f"Retrieved {len(paginated_rows)} projects from Firestore (page {page} of {total_pages}) in {end_time - start_time:.2f}s")
-    from pprint import pprint
-    pprint([p['property_contacts'] for p in paginated_rows if p['property_contacts'].get('propertyManager1', None)])
-    pprint([p['ProjectId'] for p in paginated_rows ])
+    print(f"Retrieved {len(paginated_rows)} projects from Firestore")
     # Render table with pagination data
     return render_template("dashboard.html",
                           rows=paginated_rows,
-                          case_email=case_email,
+                          case_email=case_email_match,
                           current_page=page,
                           total_pages=total_pages,
                           total_projects=total_projects,
                           per_page=per_page)
 
     
+
+
 @app.route("/dashboard/export_xls")
 @login_required
 def dashboard_export_xls():
@@ -206,33 +294,15 @@ def dashboard_export_xls():
    
    is_admin = profile.get("is_admin")
    case_email = None
-   if not is_admin:
-       case_email = profile.get("case_email")
-       if not case_email:
-           return redirect(url_for("welcome"))
-   if is_admin and request.args.get('case_email'):
-       case_email = request.args.get('case_email').lower()
-       # Validate email format
-       if '@' not in case_email:
-           return abort(400, "Invalid email format")
+   if not is_admin and (not profile.get('case_email') and not profile.get('case_domain_email')):
+       return redirect(url_for("welcome"))
 
    # Get all projects without pagination
    try:
-       projects_ref = db.collection("projects")
+       all_rows, cnt = projects_for(profile, case_email, 10000, 0)
        # Filter projects where case_email is in viewing_emails array
-       if case_email:
-           projects_ref = projects_ref.where("viewing_emails", "array_contains", case_email.lower())
-       
        # Order by matter_description to maintain consistent ordering
-       projects_ref = projects_ref.order_by("matter_description")
-       
-       docs = projects_ref.stream()
-       all_rows = []
-       
-       for doc in docs:
-           all_rows.append(doc.to_dict())
-       
-       print(f"Retrieved {len(all_rows)} projects from Firestore for XLS export")
+       print(f"Retrieved {cnt} projects from Firestore for XLS export")
        
        # Create workbook and worksheet
        wb = Workbook()
@@ -362,7 +432,7 @@ def dashboard_export_xls():
                elif header == 'Notice Expir. Date':
                    field_name = 'notice_expiration_date'
                elif header == 'Date Case Filed':
-                   field_name = 'case_field_date'
+                   field_name = 'case_filed_date'
                elif header == 'Daily Rent Damages':
                    field_name = 'daily_rent_damages'
                elif header == 'Default Date':

filevine_client.py

@@ -11,14 +11,15 @@ FV_USER_ID = os.environ.get("FILEVINE_USER_ID")
 
 class FilevineClient:
     def __init__(self, bearer_token: str = None):
-        self.bearer_token = bearer_token
         self.base_url = "https://api.filevineapp.com/fv-app/v2"
+        self.bearer_token = bearer_token
         self.headers = {
             "Accept": "application/json",
             "Authorization": f"Bearer {self.bearer_token}",
             "x-fv-orgid": str(FV_ORG_ID),
             "x-fv-userid": str(FV_USER_ID),
         }
+        self.get_bearer_token()
 
     def get_bearer_token(self) -> str:
         """Get a new bearer token using Filevine credentials"""
@@ -32,6 +33,7 @@ class FilevineClient:
         }
 
         headers = {"Accept": "application/json"}
+        print("data is", data)
         print(data)
         resp = requests.post(url, data=data, headers=headers, timeout=30)
         resp.raise_for_status()

models/project_model.py

@@ -31,6 +31,7 @@ class ProjectModel:
                  pending_tasks: List[Dict[str, Any]] = None,
                  notice_service_date: str = "",
                  notice_expiration_date: str = "",
+                 case_filed_date: str = "",
                  case_field_date: str = "",
                  daily_rent_damages: str = "",
                  default_date: str = "",
@@ -69,7 +70,8 @@ class ProjectModel:
                  project_name: str = "",
                  project_url: str = "",
                  property_contacts: Dict[str, Any] = None,
-                 viewing_emails: List[str] = None
+                 viewing_emails: List[str] = None,
+                 viewing_domains: List[str] = None
                  ):
         
         self.client = client
@@ -88,6 +90,7 @@ class ProjectModel:
         self.pending_tasks = pending_tasks or []
         self.notice_service_date = notice_service_date
         self.notice_expiration_date = notice_expiration_date
+        self.case_filed_date = case_filed_date or case_field_date
         self.case_field_date = case_field_date
         self.daily_rent_damages = daily_rent_damages
         self.default_date = default_date
@@ -127,6 +130,7 @@ class ProjectModel:
         self.project_url = project_url
         self.property_contacts = property_contacts or {}
         self.viewing_emails = viewing_emails or []
+        self.viewing_domains = viewing_domains or []
     
     def to_dict(self) -> Dict[str, Any]:
         """Convert the ProjectModel to a dictionary for Firestore storage."""
@@ -147,6 +151,7 @@ class ProjectModel:
             "pending_tasks": self.pending_tasks,
             "notice_service_date": self.notice_service_date,
             "notice_expiration_date": self.notice_expiration_date,
+            "case_filed_date": self.case_filed_date,
             "case_field_date": self.case_field_date,
             "daily_rent_damages": self.daily_rent_damages,
             "default_date": self.default_date,
@@ -185,7 +190,8 @@ class ProjectModel:
             "ProjectName": self.project_name,
             "ProjectUrl": self.project_url,
             "property_contacts": self.property_contacts,
-            "viewing_emails": self.viewing_emails
+            "viewing_emails": self.viewing_emails,
+            "viewing_domains": self.viewing_domains
         }
     
     @classmethod
@@ -208,6 +214,7 @@ class ProjectModel:
             pending_tasks=data.get("pending_tasks", []),
             notice_service_date=data.get("notice_service_date", ""),
             notice_expiration_date=data.get("notice_expiration_date", ""),
+            case_filed_date=data.get("case_filed_date", ""),
             case_field_date=data.get("case_field_date", ""),
             daily_rent_damages=data.get("daily_rent_damages", ""),
             default_date=data.get("default_date", ""),
@@ -246,5 +253,6 @@ class ProjectModel:
             project_name=data.get("ProjectName", ""),
             project_url=data.get("ProjectUrl", ""),
             property_contacts=data.get("property_contacts", {}),
-            viewing_emails=data.get("viewing_emails", [])
+            viewing_emails=data.get("viewing_emails", []),
+            viewing_domains=data.get("viewing_domains", [])
         )

package-lock.json

@@ -0,0 +1,71 @@
+{
+  "name": "rothbard",
+  "lockfileVersion": 3,
+  "requires": true,
+  "packages": {
+    "": {
+      "dependencies": {
+        "@playwright/test": "1.58.0"
+      }
+    },
+    "node_modules/@playwright/test": {
+      "version": "1.58.0",
+      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.58.0.tgz",
+      "integrity": "sha512-fWza+Lpbj6SkQKCrU6si4iu+fD2dD3gxNHFhUPxsfXBPhnv3rRSQVd0NtBUT9Z/RhF/boCBcuUaMUSTRTopjZg==",
+      "license": "Apache-2.0",
+      "dependencies": {
+        "playwright": "1.58.0"
+      },
+      "bin": {
+        "playwright": "cli.js"
+      },
+      "engines": {
+        "node": ">=18"
+      }
+    },
+    "node_modules/fsevents": {
+      "version": "2.3.2",
+      "resolved": "https://registry.npmjs.org/fsevents/-/fsevents-2.3.2.tgz",
+      "integrity": "sha512-xiqMQR4xAeHTuB9uWm+fFRcIOgKBMiOBP+eXiyT7jsgVCq1bkVygt00oASowB7EdtpOHaaPgKt812P9ab+DDKA==",
+      "hasInstallScript": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "darwin"
+      ],
+      "engines": {
+        "node": "^8.16.0 || ^10.6.0 || >=11.0.0"
+      }
+    },
+    "node_modules/playwright": {
+      "version": "1.58.0",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.58.0.tgz",
+      "integrity": "sha512-2SVA0sbPktiIY/MCOPX8e86ehA/e+tDNq+e5Y8qjKYti2Z/JG7xnronT/TXTIkKbYGWlCbuucZ6dziEgkoEjQQ==",
+      "license": "Apache-2.0",
+      "dependencies": {
+        "playwright-core": "1.58.0"
+      },
+      "bin": {
+        "playwright": "cli.js"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "optionalDependencies": {
+        "fsevents": "2.3.2"
+      }
+    },
+    "node_modules/playwright-core": {
+      "version": "1.58.0",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.58.0.tgz",
+      "integrity": "sha512-aaoB1RWrdNi3//rOeKuMiS65UCcgOVljU46At6eFcOFPFHWtd2weHRRow6z/n+Lec0Lvu0k9ZPKJSjPugikirw==",
+      "license": "Apache-2.0",
+      "bin": {
+        "playwright-core": "cli.js"
+      },
+      "engines": {
+        "node": ">=18"
+      }
+    }
+  }
+}

package.json

@@ -0,0 +1,5 @@
+{
+  "dependencies": {
+    "@playwright/test": "1.58.0"
+  }
+}

query_projects.py

@@ -0,0 +1,209 @@
+#!/usr/bin/env python3
+"""
+CLI script to query Firebase for projects associated with a user email.
+
+Usage:
+    python scripts/query_projects.py --email user@example.com
+    python scripts/query_projects.py --email user@example.com --limit 10
+    python scripts/query_projects.py --email @gmail.com  # Domain search
+"""
+
+import argparse
+import json
+import sys
+from typing import List, Dict, Any
+
+# Add parent directory to path for imports
+sys.path.insert(0, "..")
+
+from dotenv import load_dotenv
+load_dotenv()
+
+from firebase_init import db
+from firebase_admin import auth as fb_auth
+from utils import get_user_profile
+
+
+def get_uid_from_email(email: str) -> str | None:
+    """Get Firebase Auth UID from user email."""
+    try:
+        user = fb_auth.get_user_by_email(email)
+        return user.uid
+    except fb_auth.UserNotFound:
+        return None
+    except Exception as e:
+        print(f"Error looking up user: {e}")
+        return None
+
+
+def query_projects_for_user(
+    uid: str,
+    case_email: str | None = None,
+    case_domain_email: str | None = None,
+    limit: int = 100
+) -> tuple[List[Dict[str, Any]], int]:
+    """
+    Query Firestore for projects associated with a user.
+    
+    Args:
+        uid: Firebase user UID
+        case_email: Specific case email to filter by (optional)
+        case_domain_email: Domain to filter by (optional)
+        limit: Maximum number of projects to return
+        
+    Returns:
+        Tuple of (projects list, total count)
+    """
+    profile = get_user_profile(uid)
+    
+    if not profile.get("enabled"):
+        print(f"Warning: User is not enabled")
+    
+    # Determine which filter to use
+    filter_email = case_email or profile.get("case_email")
+    filter_domain = case_domain_email or profile.get("case_domain_email")
+    
+    if not filter_email and not filter_domain:
+        print("Error: No case_email or case_domain_email configured for this user")
+        return ([], 0)
+    
+    try:
+        if filter_domain:
+            # Domain-based search
+            domain_lower = filter_domain.lower()
+            projects_ref = db.collection("projects").where(
+                "viewing_domains", "array_contains", domain_lower
+            )
+        else:
+            # Email-based search
+            email_lower = filter_email.lower()
+            projects_ref = db.collection("projects").where(
+                "viewing_emails", "array_contains", email_lower
+            )
+        
+        # Get total count
+        total_count = int(projects_ref.count().get()[0][0].value)
+        
+        # Get paginated results
+        projects = []
+        for doc in projects_ref.order_by("matter_description").limit(limit).stream():
+            projects.append(doc.to_dict())
+        
+        return (projects, total_count)
+        
+    except Exception as e:
+        print(f"Error querying projects: {e}")
+        return ([], 0)
+
+
+def format_project(project: Dict[str, Any]) -> str:
+    """Format a project dictionary for display."""
+    lines = [
+        f"Matter #: {project.get('number', 'N/A')}",
+        f"Description: {project.get('matter_description', 'N/A')}",
+        f"Client: {project.get('client', 'N/A')}",
+        f"Defendant 1: {project.get('defendant_1', 'N/A')}",
+        f"Case #: {project.get('case_number', 'N/A')}",
+        f"Premises: {project.get('premises_address', 'N/A')}, {project.get('premises_city', 'N/A')}",
+        f"Assigned Attorney: {project.get('responsible_attorney', 'N/A')}",
+        f"Primary Contact: {project.get('staff_person', 'N/A')}",
+        f"Matter Stage: {project.get('phase_name', 'N/A')}",
+        f"Documents: {project.get('documents_url', 'N/A')}",
+    ]
+    return "\n".join(lines)
+
+
+def main():
+    parser = argparse.ArgumentParser(
+        description="Query Firebase for projects associated with a user email"
+    )
+    parser.add_argument(
+        "--email", "-e",
+        required=True,
+        help="User email address (e.g., user@example.com or @domain.com for domain search)"
+    )
+    parser.add_argument(
+        "--limit", "-l",
+        type=int,
+        default=100,
+        help="Maximum number of projects to return (default: 100)"
+    )
+    parser.add_argument(
+        "--json", "-j",
+        action="store_true",
+        help="Output results as JSON"
+    )
+    parser.add_argument(
+        "--verbose", "-v",
+        action="store_true",
+        help="Show detailed project information"
+    )
+    parser.add_argument(
+        "--case-email",
+        help="Override case email filter (use user's case_email by default)"
+    )
+    parser.add_argument(
+        "--case-domain",
+        help="Override case domain filter (use user's case_domain_email by default)"
+    )
+    
+    args = parser.parse_args()
+    
+    # Get UID from email
+    uid = get_uid_from_email(args.email)
+    if not uid:
+        print(f"Error: User not found with email '{args.email}'")
+        sys.exit(1)
+    
+    # Get user profile
+    profile = get_user_profile(uid)
+    
+    print(f"\nUser: {profile.get('user_email', 'N/A')}")
+    print(f"UID: {uid}")
+    print(f"Enabled: {profile.get('enabled', False)}")
+    print(f"Is Admin: {profile.get('is_admin', False)}")
+    print(f"Case Email: {profile.get('case_email', 'N/A')}")
+    print(f"Case Domain Email: {profile.get('case_domain_email', 'N/A')}")
+    
+    # Query projects
+    projects, total_count = query_projects_for_user(
+        uid=uid,
+        case_email=args.case_email,
+        case_domain_email=args.case_domain,
+        limit=args.limit
+    )
+    
+    print(f"\nFound {total_count} projects (showing {min(len(projects), args.limit)})")
+    
+    if args.json:
+        # Output as JSON
+        result = {
+            "user": {
+                "email": profile.get("user_email"),
+                "uid": uid,
+                "enabled": profile.get("enabled"),
+                "is_admin": profile.get("is_admin"),
+                "case_email": profile.get("case_email"),
+                "case_domain_email": profile.get("case_domain_email")
+            },
+            "total_count": total_count,
+            "projects": projects
+        }
+        print(json.dumps(result, indent=2, default=str))
+    else:
+        # Human-readable output
+        for i, project in enumerate(projects, 1):
+            print(f"\n{'='*60}")
+            print(f"Project {i}:")
+            print('='*60)
+            if args.verbose:
+                print(format_project(project))
+            else:
+                print(f"  Matter #: {project.get('number', 'N/A')}")
+                print(f"  Description: {project.get('matter_description', 'N/A')}")
+                print(f"  Client: {project.get('client', 'N/A')}")
+                print(f"  Case #: {project.get('case_number', 'N/A')}")
+
+
+if __name__ == "__main__":
+    main()

sync.py

@@ -29,6 +29,44 @@ def convert_to_pacific_time(date_str):
     if not date_str:
         return ''
 
+    try:
+        # Parse the UTC datetime
+        utc_time = datetime.fromisoformat(date_str.replace('Z', '+00:00'))
+
+        # Set timezone to UTC
+        utc_time = utc_time.replace(tzinfo=pytz.UTC)
+
+        # Convert to Pacific Time
+        pacific_time = utc_time.astimezone(pytz.timezone('America/Los_Angeles'))
+
+        # Format as YYYY-MM-DD
+        return pacific_time.strftime('%Y-%m-%d')
+    except (ValueError, AttributeError) as e:
+        print(f"[WARN] Date conversion failed for '{date_str}': {e}")
+        return ''
+
+
+def extract_domains_from_emails(emails: List[str]) -> List[str]:
+    """Extract unique domains from a list of email addresses.
+    
+    Args:
+        emails (List[str]): List of email addresses
+        
+    Returns:
+        List[str]: List of unique domains extracted from the emails
+    """
+    if not emails:
+        return []
+    
+    domains = set()
+    for email in emails:
+        if email and '@' in email:
+            # Extract domain part after @
+            domain = email.split('@')[1].lower()
+            domains.add(domain)
+    
+    return sorted(list(domains))
+
     try:
         # Parse the UTC datetime
         utc_time = datetime.fromisoformat(date_str.replace('Z', '+00:00'))
@@ -133,6 +171,9 @@ def process_project(index: int, total: int, project_data: dict, client: Filevine
         # Extract default date
         default_date = convert_to_pacific_time(dates_and_deadlines.get("defaultDate")) or ''
         case_filed_date = convert_to_pacific_time(dates_and_deadlines.get("dateCaseFiled")) or ''
+        cf = dates_and_deadlines.get("dateCaseFiled")
+        from pprint import pprint
+        print(f"CASE FILED {case_filed_date} {cf}")
 
         # Extract motion hearing dates
         demurrer_hearing_date = convert_to_pacific_time(dates_and_deadlines.get("demurrerHearingDate")) or ''
@@ -183,7 +224,7 @@ def process_project(index: int, total: int, project_data: dict, client: Filevine
         import itertools
         # valid_property_managers = list(itertools.chain(*))
         valid_property_managers = [e.get('address').lower() for pm in property_managers if pm and pm.get('emails') for e in pm.get('emails') if e and e.get('address')]
-        pprint(valid_property_managers)
+        print(valid_property_managers)
 
 
         row = ProjectModel(
@@ -204,6 +245,7 @@ def process_project(index: int, total: int, project_data: dict, client: Filevine
             notice_service_date=notice_service_date,
             notice_expiration_date=notice_expiration_date,
             case_field_date=case_filed_date,
+            case_filed_date=case_filed_date,
             daily_rent_damages=daily_rent_damages,
             default_date=default_date,
             demurrer_hearing_date=demurrer_hearing_date,
@@ -235,13 +277,14 @@ def process_project(index: int, total: int, project_data: dict, client: Filevine
             service_attempt_date_1=convert_to_pacific_time(next(iter(service_info), {}).get('serviceDate')),
             contacts=cs,
             project_email_address=p.get("projectEmailAddress", ""),
-            number=p.get("number", ""),
+            number=p.get("number", "") or matter_overview.get('matterNumber', ''),
             incident_date=convert_to_pacific_time(p.get("incidentDate") or detail.get("incidentDate")),
             project_id=pid,
             project_name=p.get("projectName") or detail.get("projectName"),
             project_url=p.get("projectUrl") or detail.get("projectUrl"),
             #property_contacts=property_contacts
-            viewing_emails = valid_property_managers
+            viewing_emails = valid_property_managers,
+            viewing_domains = extract_domains_from_emails(valid_property_managers)
         )
         # Store the results in Firestore
         from app import db  # Import db from app
@@ -303,7 +346,7 @@ def main():
 
         # List projects (all pages) with filter for projects updated in the last 7 days
         from datetime import datetime, timedelta
-        seven_days_ago = (datetime.now() - timedelta(days=14)).strftime('%Y-%m-%d')
+        seven_days_ago = (datetime.now() - timedelta(days=7)).strftime('%Y-%m-%d')
         projects = client.list_all_projects(latest_activity_since=seven_days_ago)
 
         #projects = [p for p in projects if (p.get("projectId") or {}).get("native") == 15914808]
@@ -321,5 +364,13 @@ def main():
         traceback.print_exc()
         sys.exit(1)
         
+def sync_single(x): 
+    client = FilevineClient()
+    z = process_project(0, 1, client.fetch_project_detail(x), client)
+    from pprint import pprint
+    
+    #pprint(z)
+ 
+
 if __name__ == "__main__":
     main()

templates/admin_user_create.html

@@ -40,6 +40,14 @@
       <p class="mt-1 text-sm text-slate-500">The email address used for project access.</p>
     </div>
     
+    <div>
+      <label for="case_domain_email" class="block text-sm font-medium text-slate-700">Case Domain Email</label>
+      <input type="text" id="case_domain_email" name="case_domain_email" 
+             value="" 
+             class="mt-1 block w-full px-3 py-2 border border-slate-300 rounded-md shadow-sm focus:outline-none focus:ring-blue-500 focus:border-blue-500">
+      <p class="mt-1 text-sm text-slate-500">All cases with property contacts in this domain will be viewable to the user</p>
+    </div>
+    
     <div class="flex justify-end space-x-3 pt-4">
       <button type="button" onclick="window.location.href='/admin/users'" 
               class="px-4 py-2 text-sm font-medium text-slate-700 bg-gray-100 hover:bg-gray-200 rounded-md transition-colors">

templates/admin_user_edit.html

@@ -28,9 +28,13 @@
       <div class="mt-1 flex items-center">
         <input type="checkbox" id="is_admin" name="is_admin"
                {% if user.is_admin %}checked{% endif %}
+               {% if not user.is_admin %}disabled{% endif %}
                class="h-4 w-4 text-blue-600 focus:ring-blue-500 border-slate-300 rounded">
         <label for="is_admin" class="ml-2 block text-sm text-slate-700">Check to make this user an admin</label>
       </div>
+      {% if not user.is_admin %}
+      <p class="mt-1 text-sm text-slate-500">Admin status can only be set during user creation.</p>
+      {% endif %}
     </div>
     
     <div>
@@ -38,7 +42,15 @@
       <input type="email" id="case_email" name="case_email" 
              value="{{ user.case_email }}" 
              class="mt-1 block w-full px-3 py-2 border border-slate-300 rounded-md shadow-sm focus:outline-none focus:ring-blue-500 focus:border-blue-500">
-      <p class="mt-1 text-sm text-slate-500">The email address used for project access.</p>
+      <p class="mt-1 text-sm text-slate-500">All cases with this email will be viewable by the user</p>
+    </div>
+    
+    <div>
+      <label for="case_domain_email" class="block text-sm font-medium text-slate-700">Case Domain Email</label>
+      <input type="text" id="case_domain_email" name="case_domain_email" 
+             value="{{ user.case_domain_email }}" 
+             class="mt-1 block w-full px-3 py-2 border border-slate-300 rounded-md shadow-sm focus:outline-none focus:ring-blue-500 focus:border-blue-500">
+      <p class="mt-1 text-sm text-slate-500">All cases with property contacts in this domain will be viewable to the user</p>
     </div>
     
     <div class="flex justify-end space-x-3 pt-4">
@@ -62,8 +74,8 @@ document.getElementById('userForm').addEventListener('submit', function(e) {
   const userData = {
     uid: '{{ user.uid }}',
     enabled: formData.get('enabled') === 'on',
-    is_admin: formData.get('is_admin') === 'on',
-    case_email: formData.get('case_email')
+    case_email: formData.get('case_email'),
+    case_domain_email: formData.get('case_domain_email')
   };
   
   fetch('/admin/users/update', {

templates/admin_users.html

@@ -1,6 +1,16 @@
 {% extends 'base.html' %}
 {% block content %}
 <div class="h-full flex flex-col">
+  {% with messages = get_flashed_messages(with_categories=true) %}
+    {% if messages %}
+      {% for category, message in messages %}
+        <div class="bg-{% if category == 'success' %}green{% else %}blue{% endif %}-50 border border-{% if category == 'success' %}green{% else %}blue{% endif %}-200 text-{% if category == 'success' %}green{% else %}blue{% endif %}-800 px-4 py-3 rounded-md mb-4">
+          <p>{{ message }}</p>
+        </div>
+      {% endfor %}
+    {% endif %}
+  {% endwith %}
+
   {% if session.get('password_reset_link') %}
     <div class="bg-blue-50 border border-blue-200 text-blue-800 px-4 py-3 rounded-md mb-4">
       <p class="font-medium">Please send an email to {{ session.get('reset_user_email') }}</p>
@@ -67,13 +77,22 @@
           </td>
           <td class="px-4 py-3 text-sm text-slate-800">{{ user.case_email }}</td>
           <td class="px-4 py-3 text-sm text-slate-800">
-            <form method="POST" action="/admin/users/{{ user.uid }}/reset-password" style="display: inline;">
-              <button type="submit"
-                      class="text-blue-600 hover:text-blue-800 text-sm font-medium underline"
-                      onclick="return confirm('Are you sure you want to reset the password for {{ user.user_email }}? This will send a password reset email to their account.')">
-                Reset Password
-              </button>
-            </form>
+            <div class="flex flex-col space-y-1">
+              <form method="POST" action="/admin/users/{{ user.uid }}/become-user" style="display: inline;">
+                <button type="submit"
+                        class="text-green-600 hover:text-green-800 text-sm font-medium underline"
+                        onclick="return confirm('Are you sure you want to view as {{ user.user_email }}? This will replace your current session.')">
+                  Become User
+                </button>
+              </form>
+              <form method="POST" action="/admin/users/{{ user.uid }}/reset-password" style="display: inline;">
+                <button type="submit"
+                        class="text-blue-600 hover:text-blue-800 text-sm font-medium underline"
+                        onclick="return confirm('Are you sure you want to reset the password for {{ user.user_email }}? This will send a password reset email to their account.')">
+                  Reset Password
+                </button>
+              </form>
+            </div>
           </td>
         </tr>
         {% else %}

templates/base.html

@@ -18,11 +18,15 @@
       <a href="/" class="font-semibold">Rothbard Law Group - Cases</a>
       <nav class="space-x-4">
         {% if session.uid %}
+        {% if session.impersonating %}
+        <a href="/admin/users/revert" class="text-sm text-orange-600 hover:text-orange-900 font-medium">Revert to Admin</a>
+        {% else %}
         <a href="/dashboard" class="text-sm text-slate-600 hover:text-slate-900">Dashboard</a>
         {% set profile = get_user_profile(session.uid) %}
         {% if profile.is_admin %}
         <a href="/admin/users" class="text-sm text-slate-600 hover:text-slate-900">Admin Users</a>
         {% endif %}
+        {% endif %}
         <a href="/logout" class="text-sm text-slate-600 hover:text-slate-900">Logout</a>
         {% else %}
         <a href="/login" class="text-sm text-slate-600 hover:text-slate-900">Login</a>

templates/dashboard.html

@@ -1,7 +1,24 @@
 {% extends 'base.html' %}
 {% block content %}
 <div class="h-full flex flex-col" x-data="columnConfig()">
+  {% if session.impersonating %}
+  {% set impersonated_profile = get_user_profile(session.uid) %}
+  <div class="bg-orange-50 border border-orange-200 text-orange-800 px-4 py-3 rounded-md mb-4 flex justify-between items-center">
+    <div>
+      <p class="font-medium">Viewing as: {{ impersonated_profile.user_email }}</p>
+      <p class="text-sm mt-1">You are impersonating this user. Click "Revert to Admin" in the navigation to return to your admin account.</p>
+    </div>
+    <a href="/admin/users/revert" class="inline-flex items-center px-3 py-1.5 text-sm font-medium text-orange-700 bg-orange-100 hover:bg-orange-200 rounded-md transition-colors">
+      Revert to Admin
+    </a>
+  </div>
+  {% endif %}
+	{% if case_email %}
   <h1 class="text-xl font-semibold mb-4">Projects for {{ case_email }}</h1>
+  {% else %}
+  <h1 class="text-xl font-semibold mb-4">All projects</h1>
+
+  {% endif %}
     <div class="flex justify-between">
 
     {% set profile = get_user_profile(session.uid) %}
@@ -375,9 +392,8 @@
             {% endcall %}
           </td>
           <td class="px-4 py-3 text-sm" :class="{'hidden': !isColumnVisible('Date Case Filed')}">
-
             {% call expander() %}
-            {{ r.case_field_date }}
+            {% if r.case_filed_date %}{{ r.case_filed_date }}{% else %}{{ r.case_field_date }}{% endif %}
             {% endcall %}
           </td>
           <td class="px-4 py-3 text-sm" :class="{'hidden': !isColumnVisible('Daily Rent Damages')}">

templates/login.html

@@ -4,6 +4,9 @@
 <div class="flex  justify-center  py-8">
   <div class="w-full max-w-md p-8 space-y-6 bg-white rounded-xl shadow-lg">
     <h1 class="text-2xl font-bold text-center text-gray-800">Secure Access</h1>
+    <div class="bg-blue-50 border border-blue-200 text-blue-700 px-4 py-3 rounded-lg mb-4">
+      <p>If you don't have a user account, or need to reset your password, send an email to <a href="mailto:office@rothbardlawgroup.com" class="underline">office@rothbardlawgroup.com</a>.</p>
+    </div>
     <form id="login-form" class="space-y-4">
     <div>
       <label class="block text-sm font-medium text-gray-700 mb-1">Email Address</label>
@@ -28,18 +31,14 @@
 <script>
   // Initialize Firebase configuration from template
   window.FIREBASE_CONFIG = {{ firebase_config|tojson }};
-  
-  // Initialize Firebase app and auth
   const app = firebase.initializeApp(window.FIREBASE_CONFIG || {});
   const auth = firebase.auth();
 
-  // Get form and input elements
   const form = document.getElementById('login-form');
   const email = document.getElementById('email');
   const password = document.getElementById('password');
   const err = document.getElementById('error');
 
-  // Handle form submission
   form.addEventListener('submit', async (e) => {
     e.preventDefault();
     err.classList.add('hidden');
@@ -51,10 +50,17 @@
         headers: { 'Content-Type': 'application/json' },
         body: JSON.stringify({ idToken })
       });
-      if(!res.ok){
+
+      if (!res.ok) {
         throw new Error('Session exchange failed');
       }
-      window.location.href = '/';
+
+      const data = await res.json();
+      if (data.requires_password_reset) {
+        window.location.href = '/require-password-reset';
+      } else {
+        window.location.href = '/';
+      }
     } catch (e) {
       err.textContent = e.message || 'Authentication failed';
       err.classList.remove('hidden');

templates/require_password_reset.html

@@ -0,0 +1,47 @@
+{% extends 'base.html' %}
+{% block content %}
+<div class="h-full flex flex-col max-w-md mx-auto">
+  <h1 class="text-xl font-semibold mb-6">Password Reset Required</h1>
+
+  <form method="POST" action="/reset-password-submit" class="space-y-6">
+    <div>
+      <label for="new_password" class="block text-sm font-medium text-slate-700">New Password</label>
+      <input type="password" id="new_password" name="new_password"
+             value=""
+             required
+             class="mt-1 block w-full px-3 py-2 border border-slate-300 rounded-md shadow-sm focus:outline-none focus:ring-blue-500 focus:border-blue-500"
+             minlength="6">
+      <p class="mt-1 text-sm text-slate-500">Password must be at least 6 characters</p>
+    </div>
+
+    <div>
+      <label for="confirm_password" class="block text-sm font-medium text-slate-700">Confirm Password</label>
+      <input type="password" id="confirm_password" name="confirm_password"
+             value=""
+             required
+             class="mt-1 block w-full px-3 py-2 border border-slate-300 rounded-md shadow-sm focus:outline-none focus:ring-blue-500 focus:border-blue-500">
+    </div>
+
+    {% with messages = get_flashed_messages(with_categories=true) %}
+      {% if messages %}
+        {% for category, message in messages %}
+          <div class="bg-red-50 border border-red-200 text-red-800 px-4 py-3 rounded-md">
+            {{ message }}
+          </div>
+        {% endfor %}
+      {% endif %}
+    {% endwith %}
+
+    <div class="flex justify-end space-x-3 pt-4">
+      <a href="/login"
+         class="px-4 py-2 text-sm font-medium text-slate-700 bg-gray-100 hover:bg-gray-200 rounded-md transition-colors text-center inline-block">
+        Cancel
+      </a>
+      <button type="submit"
+              class="px-4 py-2 text-sm font-medium text-white bg-blue-600 hover:bg-blue-700 rounded-md transition-colors">
+        Reset Password
+      </button>
+    </div>
+  </form>
+</div>
+{% endblock %}

terraform/main.tf

@@ -0,0 +1,152 @@
+terraform {
+  required_providers {
+    google-beta = {
+      source  = "hashicorp/google-beta"
+      version = "~> 6.0"
+    }
+  }
+}
+
+provider "google" {
+  project = var.gcp_project_id
+  region  = var.gcp_region
+}
+
+
+# Firebase Project Setup
+resource "google_firebase_project" "default" {
+  provider = google-beta
+  project  = var.gcp_project_id
+}
+
+# Firebase Web App
+resource "google_firebase_web_app" "rothbard_portal" {
+  provider = google-beta
+  project  = google_firebase_project.default.project
+  display_name = "Rothbard Client Portal"
+
+  app_urls = ["https://${var.domain_name}"]
+}
+
+# Firestore Database
+resource "google_firestore_database" "default" {
+  provider    = google-beta
+  project     = var.gcp_project_id
+  name        = "(default)"
+  location_id = var.firestore_location
+  type        = "FIRESTORE_NATIVE"
+
+  delete_protection_state = "DELETE_PROTECTION_DISABLED"
+}
+
+# Firebase Authentication - Complete Configuration
+resource "google_firebase_auth_config" "default" {
+  provider = google-beta
+  project  = var.gcp_project_id
+
+  sign_in_options {
+    email {
+      enabled = true
+      password_required = true
+    }
+
+    # Disable other providers for security
+    phone {
+      enabled = false
+    }
+
+    google {
+      enabled = var.enable_google_signin
+    }
+
+    facebook {
+      enabled = false
+    }
+
+    apple {
+      enabled = false
+    }
+  }
+
+  # Email configuration
+  email {
+    reset_password_template {
+      from_email_address = var.auth_from_email
+      from_display_name = var.auth_from_name
+      reply_to = var.auth_reply_to
+      subject = "Reset your Rothbard Law Group password"
+      html = file("${path.module}/templates/reset_password.html")
+      text = file("${path.module}/templates/reset_password.txt")
+    }
+
+    email_verification_template {
+      from_email_address = var.auth_from_email
+      from_display_name = var.auth_from_name
+      reply_to = var.auth_reply_to
+      subject = "Verify your Rothbard Law Group account"
+      html = file("${path.module}/templates/email_verification.html")
+      text = file("${path.module}/templates/email_verification.txt")
+    }
+  }
+
+  # Security settings
+  sign_in {
+    allow_duplicate_emails = false
+  }
+
+  # Multi-factor authentication (disabled for simplicity)
+  multi_factor_auth {
+    enabled = false
+  }
+
+  # Anonymous user access (disabled)
+  anonymous {
+    enabled = false
+  }
+}
+
+# Service Account for the Flask App
+resource "google_service_account" "flask_app" {
+  account_id   = "rothbard-flask-app"
+  display_name = "Rothbard Flask App Service Account"
+}
+
+# IAM permissions for the Flask App
+resource "google_project_iam_member" "firestore_access" {
+  project = var.gcp_project_id
+  role    = "roles/datastore.user"
+  member  = "serviceAccount:${google_service_account.flask_app.email}"
+}
+
+resource "google_project_iam_member" "firebase_admin" {
+  project = var.gcp_project_id
+  role    = "roles/firebase.admin"
+  member  = "serviceAccount:${google_service_account.flask_app.email}"
+}
+
+# Firestore Security Rules - Note: Firestore security policies are managed through Firestore rules
+# This section is commented out as google_firestore_security_policy is not supported
+# Security rules should be managed through firestore.rules file or Firebase console
+
+# Firebase Hosting (optional - for static assets)
+resource "google_firebase_hosting_site" "default" {
+  provider = google-beta
+  project  = var.gcp_project_id
+  site_id  = "rothbard-portal"
+}
+
+# Output important values
+output "firebase_web_app_id" {
+  description = "Firebase Web App ID"
+  value       = google_firebase_web_app.rothbard_portal.app_id
+}
+
+output "firebase_project_id" {
+  description = "Firebase Project ID"
+  value       = google_firebase_project.default.project
+}
+
+output "service_account_email" {
+  description = "Service account email for Flask app"
+  value       = google_service_account.flask_app.email
+}

terraform/modules/cloud_run/main.tf

@@ -0,0 +1,144 @@
+# Cloud Run Service for Flask App
+resource "google_cloud_run_service" "flask_app" {
+  name     = "${var.app_name}-service"
+  location = var.gcp_region
+
+  template {
+    spec {
+      containers {
+        image = var.container_image
+
+        # Environment variables for the Flask app
+        env {
+          name  = "FLASK_SECRET_KEY"
+          value = var.flask_secret_key
+        }
+
+        env {
+          name  = "FIREBASE_PROJECT_ID"
+          value = var.firebase_project_id
+        }
+
+        env {
+          name  = "GOOGLE_APPLICATION_CREDENTIALS"
+          value = "/etc/secrets/service-account.json"
+        }
+
+        # Filevine API credentials
+        env {
+          name  = "FILEVINE_CLIENT_ID"
+          value = var.filevine_client_id
+        }
+
+        env {
+          name  = "FILEVINE_CLIENT_SECRET"
+          value = var.filevine_client_secret
+        }
+
+        env {
+          name  = "FILEVINE_PERSONAL_ACCESS_TOKEN"
+          value = var.filevine_pat
+        }
+
+        env {
+          name  = "FILEVINE_ORG_ID"
+          value = var.filevine_org_id
+        }
+
+        env {
+          name  = "FILEVINE_USER_ID"
+          value = var.filevine_user_id
+        }
+
+        # Memory and CPU limits
+        resources {
+          limits = {
+            cpu    = "1000m"
+            memory = "512Mi"
+          }
+        }
+
+        # Mount service account key
+        volume_mount {
+          name       = "service-account-key"
+          mount_path = "/etc/secrets"
+          read_only  = true
+        }
+      }
+
+      # Service account for the container
+      service_account_name = var.service_account_email
+
+      # Volumes
+      volumes {
+        name = "service-account-key"
+        secret {
+          secret_name = google_secret_manager_secret.service_account_key.secret_id
+          items {
+            key  = "latest"
+            path = "service-account.json"
+          }
+        }
+      }
+
+      # Allow unauthenticated access
+      container_concurrency = 100
+      timeout_seconds       = 300
+    }
+
+    # Traffic settings
+    metadata {
+      annotations = {
+        "autoscaling.knative.dev/maxScale" = "10"
+        "autoscaling.knative.dev/minScale" = "1"
+        "run.googleapis.com/ingress"       = "all"
+      }
+    }
+  }
+
+  traffic {
+    percent         = 100
+    latest_revision = true
+  }
+
+  depends_on = [google_secret_manager_secret_version.service_account_key]
+}
+
+# Make Cloud Run service publicly accessible
+resource "google_cloud_run_service_iam_member" "public" {
+  location = google_cloud_run_service.flask_app.location
+  project  = google_cloud_run_service.flask_app.project
+  service  = google_cloud_run_service.flask_app.name
+  role     = "roles/run.invoker"
+  member   = "allUsers"
+}
+
+# Store service account key in Secret Manager
+resource "google_secret_manager_secret" "service_account_key" {
+  project   = var.gcp_project_id
+  secret_id = "${var.app_name}-service-account-key"
+
+  replication {
+    automatic {}
+  }
+}
+
+resource "google_secret_manager_secret_version" "service_account_key" {
+  secret      = google_secret_manager_secret.service_account_key.id
+  secret_data = var.service_account_key_data
+}
+
+# Cloud Storage bucket for container storage (if needed)
+resource "google_storage_bucket" "app_storage" {
+  name          = "${var.app_name}-storage-${var.gcp_project_id}"
+  location      = var.gcp_region
+  force_destroy = true
+
+  uniform_bucket_level_access = true
+}
+
+# Output the service URL
+output "service_url" {
+  description = "Cloud Run service URL"
+  value       = google_cloud_run_service.flask_app.status[0].url
+}

utils.py

@@ -3,7 +3,7 @@ from firebase_init import db
 from firebase_admin import auth as fb_auth
 
 def get_user_profile(uid: str):
-    """Fetch user's Firestore profile: users/{uid} => { enabled, case_email, is_admin, user_email }"""
+    """Fetch user's Firestore profile: users/{uid} => { enabled, case_email, is_admin, user_email, password_reset_required }"""
     doc_ref = db.collection("users").document(uid)
     snap = doc_ref.get()
     if not snap.exists:
@@ -19,18 +19,24 @@ def get_user_profile(uid: str):
             "enabled": False,
             "is_admin": False,
             "user_email": user_email,
-            "case_email": user_email
+            "case_email": user_email,
+            "case_domain_email": "",
+            "password_reset_required": True
         }, merge=True)
         return {
             "enabled": False,
             "is_admin": False,
             "user_email": user_email,
-            "case_email": user_email
+            "case_email": user_email,
+            "case_domain_email": "",
+            "password_reset_required": True
         }
     data = snap.to_dict() or {}
     return {
         "enabled": bool(data.get("enabled", False)),
         "is_admin": bool(data.get("is_admin", False)),
         "user_email": data.get("user_email"),
-        "case_email": data.get("case_email")
+        "case_email": data.get("case_email"),
+        "case_domain_email": data.get("case_domain_email", ""),
+        "password_reset_required": bool(data.get("password_reset_required", False))
     }