feat(polizas): OCR capture for insurance policy PDFs
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Mirrors the utility statement intake on the insurance side: a policy_ocr
batch/document pair of tables, a GMX parser, a matcher keyed on
Policy.policyNumber, and a "Captura" screen under /polizas that proposes
policy -> customer for staff to confirm.

Lifts the OCR seam out of StatementsModule into its own OcrModule so
PolicyOcrModule can inject OCR_PROVIDER without taking on the rest of
the statement pipeline; StatementsModule now imports it and binds
nothing itself.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
This commit is contained in:
2026-08-01 14:07:29 -07:00
co-authored by Claude Opus 5
parent 5bce0e4c94
commit 5e9cb12fba
22 changed files with 3203 additions and 136 deletions
+99
View File
@@ -49,6 +49,12 @@ import type {
PolicySort,
PolicyStats,
PolicyStatus,
PolicyOcrBatch,
PolicyOcrBatchDetail,
PolicyOcrDocument,
PolicyOcrReviewInput,
PolicyOcrConfirmInput,
PolicyOcrConfirmResult,
LookupsResponse,
OpsJob,
OpsJobKind,
@@ -1077,3 +1083,96 @@ export function confirmStatementBatch(
export function statementPageUrl(documentId: string): string {
return `${API_ORIGIN}/statements/documents/${documentId}/page`;
}
/* ----------------------------------------------------- Policy OCR (GMX) */
export function getPolicyOcrStatus(): Promise<{
ocrAvailable: boolean;
storageAvailable: boolean;
}> {
return apiFetch("/policy-ocr/status");
}
export function listPolicyOcrBatches(
page = 1,
pageSize = 25,
): Promise<{
items: PolicyOcrBatch[];
total: number;
page: number;
pageSize: number;
pageCount: number;
}> {
return apiFetch(`/policy-ocr/batches?page=${page}&pageSize=${pageSize}`);
}
export function getPolicyOcrBatch(id: string): Promise<PolicyOcrBatchDetail> {
return apiFetch(`/policy-ocr/batches/${id}`);
}
export function listPolicyOcrDocuments(batchId: string): Promise<PolicyOcrDocument[]> {
return apiFetch(`/policy-ocr/batches/${batchId}/documents`);
}
export async function uploadPolicyOcrBatch(
files: File[],
label?: string,
): Promise<PolicyOcrBatch> {
const body = new FormData();
for (const f of files) body.append("files", f, f.name);
const qs = new URLSearchParams();
if (label) qs.set("label", label);
const res = await fetch(
`${API_ORIGIN}/policy-ocr/batches${qs.toString() ? `?${qs}` : ""}`,
{
method: "POST",
credentials: "include",
body,
},
);
if (!res.ok) {
let message = `Error ${res.status}`;
try {
const b = await res.json();
if (b?.message) message = b.message;
} catch {
/* non-JSON error body */
}
throw new Error(message);
}
return res.json();
}
export function reviewPolicyOcrDocument(
id: string,
input: PolicyOcrReviewInput,
): Promise<PolicyOcrDocument> {
return apiFetch(`/policy-ocr/documents/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function rejectPolicyOcrDocument(id: string): Promise<PolicyOcrDocument> {
return apiFetch(`/policy-ocr/documents/${id}/reject`, { method: "POST" });
}
export function confirmPolicyOcrBatch(
batchId: string,
input: PolicyOcrConfirmInput,
): Promise<PolicyOcrConfirmResult> {
return apiFetch(`/policy-ocr/batches/${batchId}/confirm`, {
method: "POST",
body: JSON.stringify(input),
});
}
/**
* URL for the source PDF of a parsed policy document. The endpoint returns
* the original upload (one PDF = one parsed policy), not a rendered page
* image, so the review screen embeds it in an iframe.
*/
export function policyOcrDocumentUrl(documentId: string): string {
return `${API_ORIGIN}/policy-ocr/documents/${documentId}/page`;
}