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

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

parent ec139737be

commit 3e12597204

3 changed files with 213 additions and 1 deletions

									
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				@@ -4,7 +4,8 @@ Internal platform for a Baja California insurance brokerage and property-service

				firm: a single expedient joining each client's **properties/services**,

				**insurance policies**, **account statement**, and the firm's **checkbook**.

				It replaces a legacy PHP/Access app (see `RESUME.md` and `PLAN.md` for the full

				history and rebuild rationale).

				history and rebuild rationale, and [`docs/BACKLOG.md`](docs/BACKLOG.md) for

				everything still outstanding).

				The UI is Spanish-first; the codebase and this document are in English.