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docs: add BACKLOG.md, one list of everything outstanding

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Open work was spread across six documents: PLAN's per-step status,
RESUME §6, two specs' collected open questions, and the "Not built"
sections of the two OCR docs. Nothing tracked the two live data defects
except a paragraph inside INSURANCE_FEATURES_SPEC, and nothing at all
recorded that master is 14 commits and 5 migrations past the last tag.

Compiled by reading those six, then checking each claim against the code
and the dev database rather than trusting the prose — which is how the
dead-table finding surfaced and how both insurance defects were confirmed
still open.

Leads with the ship blocker: SES_* is unset in Gitea while the pólizas
sweep defaults to enabled at 06:00, so deploying current master gives a
nightly sweep that fails every run. Set the secrets or disable the
schedule before cutting v1.0.7.

Findings not previously written down anywhere:

- policy_types still holds only AUTO/LICENCIAS/MULT and 5 policies still
  have a NULL policyTypeId; policyTypeId is still `String?` with Prisma's
  default SetNull, so the spec's recommended Restrict was never applied.
- EmailTemplate / EmailCampaign / EmailLog have zero references in
  apps/api/src or apps/web/src. Scaffolded for step 10's "email
  campaigns"; notificaciones shipped against email_notification_log
  instead. Either wire them or drop them.
- Customer.customerNumber does not exist, so recycling is not merely
  unbuilt but unstarted at the schema level.

Linked from PLAN.md and README so it is findable from either entry point.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
This commit is contained in:
rmancinas
2026-08-02 13:14:25 -07:00
co-authored by Claude Opus 5
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PLAN.md
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# Unified Customer / Insurance / Utilities Platform — Migration & Rebuild Plan
> **Looking for what is still outstanding?** → [`docs/BACKLOG.md`](docs/BACKLOG.md).
> This document is the plan and its running status; the backlog collects every
> open item — blocked-on-Jorge decisions, live data defects, unbuilt features
> and deploy blockers — in one list, checked against the code rather than
> against these notes.
## Context
Jorge Cuadros & Assoc. runs two lines of business — property/utility management (`UTILITIES.accdb`) and insurance brokerage (`SEGUROS 16.mdb` + its linked backend `SEGUROS 16_be.mdb`) — out of separate, decades-old MS Access databases, plus a third file (`SCOTHIA.mdb`) that's the office's own Scotiabank checking-account register ("chequera"). The same people are customers of both business lines, but today there's no shared customer record: a person's utility account and their insurance policies live in unrelated systems with independent, inconsistent copies of their name/address/contact info. The bank register is a fourth, disconnected source of truth for the money actually moving through the office's own account.