Companion to docs/RECEIPT_CAPTURE_SPEC.md — the insurance half of the
2026-07-25/26 meeting. Documentation only; no application code.
Verified against the code and a live query of the dev DB rather than
designed from the meeting notes alone, which changed several conclusions:
- Renewal emails and the liquidación batch are much smaller than they
look. RenewalNotice + its @@unique([policyId, generation]) idempotency
key and the aviso-renovacion letter body already exist; the per-policy
liquidation fields are wired end to end. What's missing is a scheduler,
a mail client, and the batch layer.
- Carrier research: ANA and GMX are one company (Grupo Valore). ANA
exposes a live SOAP service with a published operation list; GMX
publishes no machine interface at all. Every ANA operation serves
new-business quoting/issuance, not "list my book" — so the direction
question decides whether the feature is buildable.
- UTILSEG is unusable for Utilities↔Seguros reconciliation and the spec
closes that long-standing open question: DATGRAL.[NUM UTIL] is
authoritative (name match 298/563 vs 58/1024), and where the two
sources overlap they contradict on 170 of 218 shared ids.
Also records two live defects found while verifying: policy_types is
missing its INCENDIO and M_EMPR rows (the FK is ON DELETE SET NULL, so 5
m_empr policies silently lost their ramo), and the legacy settlement
slots don't match the target model (MULT/INCENDIO carry two, M EMPR
carries four, Policy collapses to one).
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Forward implementation spec covering the legacy "Editor" receipt-capture
workflow plus three net-new requests from the 2026-07-25/26 meeting with
Jorge: PDF/OCR auto-capture, multi-bank chequera support, and
customer-number recycling. Matching logic and data-model gaps for each
were verified against the actual migration scripts and API code, not
just the schema comments.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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>
ODBC only exposes Tables and non-hidden SELECT queries, so this used
DAO COM automation (migration/catalog_objects.py, requires pywin32)
to catalog Reports, Forms, and full Query SQL text across all four
files instead.
Key finding: SEGUROS 16.mdb, previously noted as having zero data
tables, turns out to hold all 212 Reports/149 Forms/857 Queries for
the insurance line - SEGUROS 16_be.mdb is confirmed pure data storage
with zero saved objects. The renewal-notice reports also reveal a
RENEW/RENEW2/RENEW3 multi-notice reminder cycle not visible in the
table schema.
docs/LEGACY_DATABASES_OBJECTS.md documents all of this with the full
751 real queries' SQL text (business logic: billing math, year-
rollover batches, duplicate/delinquency detection). Raw output at
migration/objects.json. Cross-linked from RESUME.md and the existing
table-only LEGACY_DATABASES.md.
docs/LEGACY_DATABASES.md documents all three source Access databases
(every table, column, type, and known data-quality quirk) generated
from a live read of the real files, so no Windows/Access driver is
needed to understand their structure going forward.
New migration/ tooling: catalog_schema.py connects to the real files
and walks every table (including excluded scratch tables);
render_catalog_md.py renders that into the doc's appendix. Raw output
checked in at migration/catalog.json so the doc can be regenerated
without touching Access again.
rmancinasandClaude Opus 5