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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:
rmancinas
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
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packages/database/prisma/migrations/20260801000000_policy_ocr_intake/migration.sql
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-- CreateTable
CREATE TABLE `policy_ocr_batches` (
`id` VARCHAR(191) NOT NULL,
`provider` VARCHAR(191) NOT NULL DEFAULT 'GMX',
`status` ENUM('UPLOADED', 'PROCESSING', 'READY_FOR_REVIEW', 'COMPLETED', 'FAILED') NOT NULL DEFAULT 'UPLOADED',
`uploadedById` VARCHAR(191) NOT NULL,
`label` VARCHAR(191) NULL,
`fileCount` INTEGER NOT NULL DEFAULT 0,
`error` TEXT NULL,
`createdAt` DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3),
`completedAt` DATETIME(3) NULL,
INDEX `policy_ocr_batches_status_createdAt_idx`(`status`, `createdAt`),
PRIMARY KEY (`id`)
) DEFAULT CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
-- CreateTable
CREATE TABLE `policy_ocr_documents` (
`id` VARCHAR(191) NOT NULL,
`batchId` VARCHAR(191) NOT NULL,
`pageNumber` INTEGER NOT NULL,
`storageKey` VARCHAR(191) NOT NULL,
`status` ENUM('PENDING_OCR', 'OCR_FAILED', 'NEEDS_REVIEW', 'MATCHED', 'CONFIRMED', 'POSTED', 'REJECTED') NOT NULL DEFAULT 'PENDING_OCR',
`ocrRawText` TEXT NULL,
`ocrConfidence` DECIMAL(4, 3) NULL,
`provider` VARCHAR(191) NULL,
`extractedPolicyNumber` VARCHAR(191) NULL,
`extractedInsuredName` VARCHAR(191) NULL,
`extractedAdditionalInsured` VARCHAR(191) NULL,
`extractedAgentName` VARCHAR(191) NULL,
`extractedLegalAddress` TEXT NULL,
`extractedZip` VARCHAR(191) NULL,
`extractedPolicyFrom` DATETIME(3) NULL,
`extractedPolicyTo` DATETIME(3) NULL,
`extractedPolicyDate` DATETIME(3) NULL,
`extractedCurrency` VARCHAR(191) NULL,
`extractedNetPremium` DECIMAL(12, 2) NULL,
`extractedPolicyFee` DECIMAL(12, 2) NULL,
`extractedBrokerFee` DECIMAL(12, 2) NULL,
`extractedTotal` DECIMAL(12, 2) NULL,
`extractedCoveragesJson` JSON NULL,
`extractedPremiumPayment` VARCHAR(191) NULL,
`matchedPolicyId` VARCHAR(191) NULL,
`matchedCustomerId` VARCHAR(191) NULL,
`matchCandidates` JSON NULL,
`matchNote` VARCHAR(191) NULL,
`reviewedById` VARCHAR(191) NULL,
`reviewedAt` DATETIME(3) NULL,
`createdPolicyId` VARCHAR(191) NULL,
`postedTransactionId` VARCHAR(191) NULL,
`createdAt` DATETIME(3) NOT NULL DEFAULT CURRENT_TIMESTAMP(3),
UNIQUE INDEX `policy_ocr_documents_createdPolicyId_key`(`createdPolicyId`),
UNIQUE INDEX `policy_ocr_documents_postedTransactionId_key`(`postedTransactionId`),
INDEX `policy_ocr_documents_status_idx`(`status`),
INDEX `policy_ocr_documents_matchedCustomerId_idx`(`matchedCustomerId`),
UNIQUE INDEX `policy_ocr_documents_batchId_pageNumber_key`(`batchId`, `pageNumber`),
PRIMARY KEY (`id`)
) DEFAULT CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
-- AddForeignKey
ALTER TABLE `policy_ocr_batches` ADD CONSTRAINT `policy_ocr_batches_uploadedById_fkey` FOREIGN KEY (`uploadedById`) REFERENCES `users`(`id`) ON DELETE RESTRICT ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE `policy_ocr_documents` ADD CONSTRAINT `policy_ocr_documents_batchId_fkey` FOREIGN KEY (`batchId`) REFERENCES `policy_ocr_batches`(`id`) ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE `policy_ocr_documents` ADD CONSTRAINT `policy_ocr_documents_matchedPolicyId_fkey` FOREIGN KEY (`matchedPolicyId`) REFERENCES `policies`(`id`) ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE `policy_ocr_documents` ADD CONSTRAINT `policy_ocr_documents_matchedCustomerId_fkey` FOREIGN KEY (`matchedCustomerId`) REFERENCES `customers`(`id`) ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE `policy_ocr_documents` ADD CONSTRAINT `policy_ocr_documents_reviewedById_fkey` FOREIGN KEY (`reviewedById`) REFERENCES `users`(`id`) ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE `policy_ocr_documents` ADD CONSTRAINT `policy_ocr_documents_createdPolicyId_fkey` FOREIGN KEY (`createdPolicyId`) REFERENCES `policies`(`id`) ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE `policy_ocr_documents` ADD CONSTRAINT `policy_ocr_documents_postedTransactionId_fkey` FOREIGN KEY (`postedTransactionId`) REFERENCES `transactions`(`id`) ON DELETE SET NULL ON UPDATE CASCADE;