feat(customers): allocate portal NUMids, with an audit for reusable ones
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Customers created in the staff UI had no NUMid and so could not log in to
my.jorgecuadros.com at all: the id is a CustomerLegacyRef row, not a column,
and create() deliberately writes none.

Allocation is a staff action (POST /customers/:id/portal-access, MANAGER)
rather than part of create, because insurance is expected to move to the
platform before utilities and an insurance-only customer has no reason to
spend a utilities id.

The audit that decides which ids are reusable took three passes. "Owns no
rows" matches nobody -- migration gave all 1,171 NUMids a property and a
transaction. "No transaction in N years" also matches nobody -- every customer
carries a synthetic Jan-1 opening-balance row, so everyone looks active this
year. Subtracting that row is what makes dormancy measurable, and it leaves 4
never-used ids and 10 dormant ones on dev. Two further traps are encoded in the
queries: insurance/DATGRAL is a separate id space that reuses the sourceTable
name and runs past 4,000, and ACCOUNT CANCELED is a transaction line type, not
an account state -- all 8 customers carrying it have current-year activity.

Recycling ships switched off (numid.recycleEmpty, default false). Every
reusable id still exists in Access DATGRAL, and a --sync run reassigns refs
with ON DUPLICATE KEY UPDATE customerId, so an id recycled before the utilities
cutover is silently handed back to its Access owner.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
This commit is contained in:
2026-08-06 20:04:13 -07:00
co-authored by Claude Opus 5
parent 7981c715ce
commit 6a97242fc3
12 changed files with 880 additions and 3 deletions
+35
View File
@@ -22,6 +22,8 @@ export const SETTING_KEYS = {
scheduleServicios: "notification.schedule.servicios",
/** JSON cadence of the automatic pólizas renewal sweep. */
schedulePolizas: "notification.schedule.polizas",
/** Whether the NUMid allocator may reuse empty portal ids. */
numidRecycleEmpty: "numid.recycleEmpty",
} as const;
/** Where a resolved value came from. Shown in the UI. */
@@ -169,6 +171,39 @@ export class SettingsService {
);
}
/**
* Whether the NUMid allocator may reuse empty portal ids instead of only
* issuing new ones.
*
* Defaults to OFF, and the default is the safety property rather than a
* preference: while Access remains the utilities master, every reusable id
* still exists in DATGRAL, and a `--sync` migration run reassigns the ref back
* to its Access owner (transform_customers.py:327). Recycling before utilities
* cuts over therefore hands out ids that quietly stop working. No env rung —
* this has never been an environment variable and should be flipped
* deliberately, in the UI, by someone who knows the cutover happened.
*/
async numidRecycleEmpty(): Promise<ResolvedSetting<boolean>> {
const row = await this.read(SETTING_KEYS.numidRecycleEmpty);
if (row) {
return {
value: row.value === "true",
source: "db",
updatedAt: row.updatedAt,
updatedById: row.updatedById,
};
}
return { value: false, source: "default", updatedAt: null, updatedById: null };
}
async setNumidRecycleEmpty(
enabled: boolean,
userId: string,
): Promise<ResolvedSetting<boolean>> {
await this.write(SETTING_KEYS.numidRecycleEmpty, String(enabled), userId);
return this.numidRecycleEmpty();
}
private read(key: string) {
return this.prisma.appSetting.findUnique({ where: { key } });
}