Commit Graph
2 Commits
Author SHA1 Message Date
rmancinasandClaude Opus 4.8 21899e99bb Transform+load: consolidate all insurance lines into policies (step 3)
migration/transform_policies.py folds every insurance Access table into one
`policies` table (policy_types discriminator) plus child tables, via a
per-table declarative mapping that absorbs the column-name variance
(num_id/numer_id, no_poliza/poliza, p_neta/prima_neta/prima1). Any source
column not explicitly modeled — the type-specific coverage amounts — is
preserved verbatim in coveragesJson, so consolidation loses nothing.

Unpivots the hardcoded repeated slots: 4 payment installments (c_1er_pago +
pago_subsec x3), up to 3 vehicles (auto tables + MCA2), up to 3 named
insured drivers (MCA2 + LICENCIAS). Also loads BENEF -> policy_beneficiaries
(by policy number), DATOS -> claims, AJUSTADORES(+ATLAS) -> adjusters, and
builds policy_types + insurance_providers lookups.

Loaded/validated (dev): 2378 policies (AUTO 1307 / MULT 760 / LICENCIAS 306 /
M_EMPR 5; 10 skipped for unresolved customer FK, 0 orphans), 4678
installments, 1110 vehicles, 513 drivers, 126 beneficiaries, 1 claim, 15
providers, 17 adjusters — all child FKs verified 0 orphans. Spot-checked a
customer carrying both a utility property and MULT policies (the unified
cross-line view).

run_all.py: add policies to the ordered pipeline. Customer FK resolves
through insurance customer_legacy_refs, so this runs after customers.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-22 18:36:29 -07:00
rmancinasandClaude Opus 4.8 a680ad2bb0 Transform+load: properties/services/trust + env-parameterize migration
migration/transform_properties.py loads properties, property_services and
trust_accounts from staged DATMEX/PROFILE, resolving each property's customer
FK through customer_legacy_refs. Services are derived from DATMEX's own
account/route/meter fields (the authoritative data); PROFILE flags — merged
best-effort on (numer_id,casa,direccion), which matched 1519/1519 — only
refine each service's `active`. Trust accounts are 1:1 from DATMEX trust
fields; TRUSTVENCE (overlapping) deferred to reconciliation; blobs are step 4.

Loaded/validated (dev): 1519 properties (0 orphans, 1 blank id skipped),
3486 services (ELECTRIC 1118 / PROPERTY_TAX 939 / WATER 859 / GAS 335 /
OTHER 115 / FEDERAL_ZONE 76 / CABLE 41 / ALARM 3), 553 trust accounts —
counts track the PROFILE enrollment flags.

Reproducibility (asked: dev must be redoable in prod):
- migration/dbenv.py: single DB-target source = deploy/.env.<env>'s
  DATABASE_URL; connect(env) + env_arg() (--env, default dev).
- transform_customers.py / transform_properties.py now take --env instead of
  hardcoding .env.dev.
- migration/run_all.py: runs every step in dependency order against --env
  (optional --stage re-extracts from Access first). Reproducing dev->prod is
  `run_all.py --env prod` after deploying the prod stack + prisma db push.

All steps are idempotent (truncate+rebuild); re-run yields identical counts.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-22 18:29:31 -07:00