4 Commits

Include renames

Author	SHA1	Message	Date
rmancinasandClaude Opus 5.5	031b13f8c8	fix(reports): balances the statement agrees with, NUMid on every report ... From the 2026-10-08 meeting. - Clientes en rojo summed every row a customer ever had, so the opening balance's history counted twice, cash receipts twice and the 2025 archive on top: 195 customers in the red against 22 real ones. It now takes the balance scope balances() uses (extracted as balanceScopeSql), sorts by most recent real movement, and filters by ramo, date, minimum owed and inactive customers (status = 0, the internal accounts). - Pagos no efectuados asked "no charge of any kind in N days"; legacy asks "no row of THAT service's concept in the period". Rewritten to legacy's question, per customer, defaulting to one billing cycle back. It also passed ELECTRICITY/PHONE, which are not ServiceKind values, so Luz and Telefono never returned a row. Sin fondos rows show as their own status. - Faltantes demanded account, meter AND route of every kind; water and phone have no route. Now the legacy fields per kind. - Reporte de efectivo counted every credit BALANCE FORWARD as cash (958 of 1093 rows on dev). - Every report carries the legacy NUMid; policy reports add the insurance file number. The statement header shows it too. - Printed headers showed placeholder company details: prod sets no COMPANY_* variables. Defaults are now the office's real locator, plus a US mailing address line. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-11 23:20:44 -07:00
rmancinasandClaude Opus 5	6dbd4a319b	fix(reports): render renewal-letter premium lines as booleans ... `r.netPremium` / `r.total` are strings, so an empty-string value leaked ""` into the JSX instead of rendering nothing. Wrap in Boolean() so the guard is a real conditional. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>	2026-07-26 12:07:32 -07:00
rmancinasandClaude Sonnet 5	f7ae0d5342	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>	2026-07-25 23:05:21 -07:00
rmancinas	8802f08d4f	feat(reports): reports module + /inicio + edo-cuenta-datos prefill ... - New reports backend (registry, service, controller, outputs, types) with catalog endpoint + slug/CSV/XLSX/PDF/print outputs. - /reportes catalog + /reportes/[slug] runner; ReportRunner + ContextReports components wire pre-filtered links from domain pages. - Fix: /reportes/[slug] now reads searchParams and forwards initialParams to ReportRunner so /reportes/edo-cuenta-datos?customerId=... auto-runs instead of dropping the id and forcing a manual customer search. - /inicio landing page; root + login redirect to /inicio. - Company header env vars + logo asset for PDF/print rendering. - exceljs + pdfkit deps.	2026-07-23 23:20:41 -07:00