Utilities module: property browser (list/search/detail) + trust renewals

Plan step 5. Properties, services and trust accounts become a first-class
browser the way /polizas is for insurance.

API (apps/api/src/properties):
  GET /properties         search over address, customer, service account
                          number, meter, trust number and phones; filters for
                          service kind, municipality, trust bank, trust bucket
                          (with|without|active|expiring|expired|undated) and
                          hasServices; 5 sorts
  GET /properties/stats   properties/owners/services/trusts, renewal counts,
                          service mix per kind
  GET /properties/facets  kinds, municipalities, banks — all with counts
  GET /properties/:id     services, fideicomiso, linked policy, owner and
                          sibling properties, owner-level utility ledger

Web: /servicios (renewals-first browser, clickable stat cells and service-mix
strip) and /servicios/[id]. Property cards on /clientes/[id] and linked
properties on /polizas/[id] now navigate into it.

Data findings baked into the design:
  - The trust deadline staff chase is trust_accounts.dueDate2 (DATMEX vence2),
    one year after vence1 on 531 of 541 dated trusts: 18 due within 30 days,
    119 already overdue. Every renewal bucket keys off dueDate2 alone.
  - properties.zone is dead (1444 of 1519 null, the rest near-unique), so the
    geographic filter is the municipality carried in the predial service's
    notes (ROSARITO 566 / TIJUANA 221 / ENSENADA 152, 939/939 populated).
  - PropertyService.notes means a different thing per kind (municipality, CFE
    PAR/IMPAR cycle, gas supply type, cable provider) and is labelled as such.
  - 240 of 1519 properties have no service rows at all — its own bucket.

Sorting by trust due date scopes to properties that have a trust, since MySQL
would otherwise float the ~966 trust-less NULLs above every real due date;
the sort label and the result meta both say so.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

This commit is contained in:

rmancinas

2026-07-22 22:04:07 -07:00

co-authored by

Claude Opus 4.8

parent c291bc8d4c

commit 61193586a5

14 changed files with 2086 additions and 7 deletions

									
										apps/api/src/app.module.ts
									
		+2
		
												View File
												
				@@ -5,6 +5,7 @@ import { UsersModule } from "./users/users.module";

				import { AuthModule } from "./auth/auth.module";

				import { CustomersModule } from "./customers/customers.module";

				import { PoliciesModule } from "./policies/policies.module";

				import { PropertiesModule } from "./properties/properties.module";

				import { AppController } from "./app.controller";

				@Module({

				@@ -15,6 +16,7 @@ import { AppController } from "./app.controller";

				    AuthModule,

				    CustomersModule,

				    PoliciesModule,

				    PropertiesModule,

				  ],

				  controllers: [AppController],

				})