feat(reports): parameterized renewal-notice report + legacy report reference
Replaces ~40 legacy Access renewal-notice report clones (one per carrier per coverage tier, e.g. AMPL/RC/LIC RENEW X MES/VENCE ATLAS 13/2013) with one parameterized aviso-renovacion report driven by real Policy/Vehicle/ coveragesJson data instead of hand-typed label text per clone. - schema.prisma: add RenewalNotice, replacing the legacy CONTROL <ramo> RENEW[2/3] X MES paper log of which notice generation was sent - reports: new "letter" ReportFormat + aviso-renovacion registry entry + LetterLayout renderer in ReportRunner.tsx - docs/RENEWAL_NOTICES.md + migration/legacy_report_defs/: extracted (via Application.SaveAsText, since the VBA project wouldn't load) and documented the legacy report/query chain this replaces Coveragesjson key names and a mark-as-sent mutation are still unverified/ unbuilt — see caveats in docs/RENEWAL_NOTICES.md. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
Claude Sonnet 5
@@ -598,6 +598,208 @@ const vigente: ReportDef = {
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},
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};
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/**
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* AVISO DE RENOVACION — insurance renewal notice.
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*
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* Replaces ~40 legacy report clones (one per carrier per coverage tier —
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* `AMPL R RENEW X MES NEW ATLAS 13`, `... QUALITAS ...`, `LIC RENEW X
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* VENCE ATLAS 2013`, etc., see docs/RENEWAL_NOTICES.md) with one
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* parameterized report: pick the ramo, the expiry month/year, which
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* notice generation (1st/2nd/3rd, mirroring the legacy RENEW/RENEW2/
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* RENEW3 escalation), and optionally a carrier filter.
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*
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* The legacy reports hardcoded per-policy figures (deductible, CSL limit,
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* premium) as static label text re-typed by hand for every new rate/
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* carrier clone. Here they're read from real columns / `coveragesJson`
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* (see docs/RENEWAL_NOTICES.md's column-mapping table) so one template
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* covers every carrier and tier instead of a clone per combination.
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*
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* `sentStatus` is read from `RenewalNotice` (schema.prisma) — the
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* replacement for the legacy `CONTROL <ramo> RENEW[2/3] X MES` paper log
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* — but this report is read-only; marking a notice as sent is a separate
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* mutation (not yet built) that would upsert `RenewalNotice` by
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* `[policyId, generation]`.
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*/
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const avisoRenovacion: ReportDef = {
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slug: "aviso-renovacion",
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title: "Aviso de renovación",
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description:
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"Cartas de aviso de renovación para pólizas por vencer en el mes y " +
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"año seleccionados, con la generación de aviso (1a/2a/3a) y filtro " +
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"opcional por aseguradora. Sustituye a los ~40 reportes clonados por " +
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"aseguradora/cobertura de la legacy (ver docs/RENEWAL_NOTICES.md).",
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domain: "polizas",
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legacyName:
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"AMPL R RENEW X MES NEW ATLAS 13 / RC RENEW X MES NEW ATLAS 13 / " +
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"LIC RENEW X VENCE ATLAS 2013 / RCR RENEW X MES NEWATLAS 2013 (y " +
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"sus clones por aseguradora y cobertura)",
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format: "letter",
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params: [
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{
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key: "policyType",
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label: "Ramo",
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kind: "select",
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options: [
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{ value: "AUTO", label: "Auto" },
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{ value: "LICENCIAS", label: "Licencias" },
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{ value: "INCENDIO", label: "Incendio" },
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{ value: "MULT", label: "Multirriesgo" },
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{ value: "M_EMPR", label: "M Empresarial" },
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],
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defaultValue: "AUTO",
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},
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{
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key: "month",
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label: "Mes de vencimiento (1-12)",
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kind: "number",
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defaultValue: String(new Date().getUTCMonth() + 1),
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},
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{
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key: "year",
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label: "Año de vencimiento",
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kind: "number",
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defaultValue: String(new Date().getUTCFullYear()),
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},
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{
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key: "generation",
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label: "Generación de aviso",
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kind: "select",
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options: [
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{ value: "1", label: "1er aviso" },
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{ value: "2", label: "2o aviso" },
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{ value: "3", label: "3er aviso" },
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],
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defaultValue: "1",
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},
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{
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key: "provider",
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label: "Aseguradora (opcional)",
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kind: "text",
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placeholder: "Ej. ATLAS, QUALITAS…",
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},
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],
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// Flat columns so CSV/XLSX/generic PDF exports stay useful even though
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// the on-screen view renders each row as a full letter (LetterLayout in
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// ReportRunner.tsx) — same trade-off edoCuentaDatos makes for "statement".
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columns: [
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{ key: "policyNumber", label: "Póliza", type: "text" },
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{ key: "customerName", label: "Cliente", type: "text" },
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{ key: "provider", label: "Aseguradora", type: "text" },
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{ key: "policyTo", label: "Vence", type: "date" },
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{ key: "netPremium", label: "Prima neta", type: "money", align: "right" },
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{ key: "total", label: "Total", type: "money", align: "right" },
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{ key: "generation", label: "Generación", type: "number" },
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{ key: "sentAt", label: "Enviado", type: "date" },
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],
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async run(prisma, p) {
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const typeName = p.policyType ?? "AUTO";
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const month = intParam(p, "month", new Date().getUTCMonth() + 1, 1, 12);
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const year = intParam(p, "year", new Date().getUTCFullYear(), 1990, 2100);
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const generation = intParam(p, "generation", 1, 1, 3);
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const provider = p.provider?.trim();
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const from = new Date(Date.UTC(year, month - 1, 1));
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const to = new Date(Date.UTC(year, month, 1));
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const rows = await prisma.policy.findMany({
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where: {
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policyType: { name: typeName },
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archivedAt: null,
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policyTo: { gte: from, lt: to },
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...(provider
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? { insuranceProvider: { name: { contains: provider } } }
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: {}),
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},
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orderBy: { policyTo: "asc" },
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select: {
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id: true,
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policyNumber: true,
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policyTo: true,
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netPremium: true,
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policyFee: true,
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total: true,
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currency: true,
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coveragesJson: true,
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customer: { select: { name: true, nameMissing: true } },
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insuranceProvider: { select: { name: true } },
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vehicles: {
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take: 1,
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select: {
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make: true,
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model: true,
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modelYear: true,
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bodyType: true,
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engineNumber: true,
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licensePlate: true,
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},
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},
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renewalNotices: {
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where: { generation },
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select: { sentAt: true, channel: true },
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},
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},
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});
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let totalPremium = new Prisma.Decimal(0);
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let sentCount = 0;
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const out = rows.map((r) => {
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if (r.netPremium) totalPremium = totalPremium.plus(r.netPremium);
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const notice = r.renewalNotices[0];
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if (notice?.sentAt) sentCount++;
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// Legacy coverage columns not modeled as first-class Policy fields —
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// see docs/RENEWAL_NOTICES.md's column-mapping table. Keys are best-
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// effort (derived from the source schema, not yet verified against a
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// live migrated DB) — confirm before relying on them in production.
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const cov = (r.coveragesJson ?? {}) as Record<string, unknown>;
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return {
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__kind: "letter",
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policyId: r.id,
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policyNumber: r.policyNumber,
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customerName: nameOf(r.customer),
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provider: r.insuranceProvider?.name ?? "—",
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policyTo: r.policyTo ? r.policyTo.toISOString().slice(0, 10) : "—",
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netPremium: r.netPremium ? r.netPremium.toFixed(2) : null,
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policyFee: r.policyFee ? r.policyFee.toFixed(2) : null,
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total: r.total ? r.total.toFixed(2) : null,
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currency: r.currency,
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coverageDays: cov.cobertura ?? null,
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cslLimit: cov.csl_limite ?? null,
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medicalCoverage: cov.gastos_medico ?? null,
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propertyDamage: cov.propiedades ?? null,
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perPersonLiability: cov.personas ?? null,
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additionalService: cov.servicio_adicional ?? cov.servicio_adiconal ?? null,
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vehicle: r.vehicles[0]
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? {
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make: r.vehicles[0].make,
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model: r.vehicles[0].model,
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modelYear: r.vehicles[0].modelYear,
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bodyType: r.vehicles[0].bodyType,
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engineNumber: r.vehicles[0].engineNumber,
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licensePlate: r.vehicles[0].licensePlate,
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}
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: null,
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generation,
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sentAt: notice?.sentAt
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? notice.sentAt.toISOString().slice(0, 10)
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: null,
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};
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});
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return {
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rows: out,
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totals: {
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cartas: out.length,
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enviadas: sentCount,
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pendientes: out.length - sentCount,
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primaTotal: totalPremium.toFixed(2),
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},
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subtitle: `Ramo: ${typeName} · vencen ${String(month).padStart(2, "0")}/${year} · generación ${generation}${
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provider ? ` · aseguradora: ${provider}` : ""
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} · ${out.length} avisos`,
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};
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},
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};
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/**
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* EDO CUENTA DATOS — per-customer account statement.
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* Wraps the existing BillingService.statement() output. The full layout
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@@ -755,6 +957,7 @@ export const REPORTS: ReportDef[] = [
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faltantes,
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reporteDeEfectivo,
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vigente,
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avisoRenovacion,
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edoCuentaDatos,
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];
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@@ -26,8 +26,10 @@ export type ReportDomain =
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| "estado-cuenta"
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| "chequera";
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/** How the runner should render rows: a grid, or a per-customer statement. */
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export type ReportFormat = "tabular" | "statement";
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/** How the runner should render rows: a grid, a per-customer statement, or
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* one printable letter per row (e.g. renewal notices — see `format:
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* "letter"` reports for the `__kind: "letter"` row shape they emit). */
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export type ReportFormat = "tabular" | "statement" | "letter";
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/** Filter controls the report's UI should render. */
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export type ParamDef =
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