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:
@@ -1,6 +1,11 @@
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// Spanish label maps + formatting helpers. Single source of truth for i18n.
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import type { PolicyStatus, ServiceKind, TransactionDomain } from "./types";
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import type {
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PolicyStatus,
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ServiceKind,
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TransactionDomain,
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TrustStatus,
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} from "./types";
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/**
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* Placeholder the migration writes when a legacy record had no name and none
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@@ -49,6 +54,37 @@ export function serviceKindGlyph(kind: ServiceKind): string {
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return SERVICE_KIND_GLYPH[kind] ?? "•";
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}
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/**
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* Free-text detail the migration parked in `PropertyService.notes`, which
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* means something different per service kind: the municipality that bills the
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* predial / zona federal, the CFE billing cycle (PAR/IMPAR), and the gas
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* supply type. Used to label the note instead of dumping a bare string.
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*/
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export const SERVICE_NOTE_LABELS: Record<string, string> = {
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PROPERTY_TAX: "Municipio",
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FEDERAL_ZONE: "Municipio",
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ELECTRIC: "Ciclo",
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GAS: "Suministro",
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CABLE: "Proveedor",
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};
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export function serviceNoteLabel(kind: ServiceKind): string | null {
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return SERVICE_NOTE_LABELS[kind] ?? null;
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}
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// ----- fideicomisos (trusts) -----
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export const TRUST_STATUS_LABELS: Record<TrustStatus, string> = {
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active: "Vigente",
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expiring: "Por vencer",
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expired: "Vencido",
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undated: "Sin fecha",
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};
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export function trustStatusLabel(status: TrustStatus): string {
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return TRUST_STATUS_LABELS[status] ?? status;
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}
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// ----- policies -----
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export const POLICY_STATUS_LABELS: Record<PolicyStatus, string> = {
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