458b2b272de9a0870b0482fabba137627ea741e3
5
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
  rmancinasandClaude Opus 5
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33833c3af9 |
feat(notificaciones): one send log across servicios and pólizas
Renewal avisos left behind only a `RenewalNotice` row, whose sole job is gating: a row with `sentAt` drops the policy off the pending list. It cannot represent a failed send or a customer with no address, so the Pólizas tab had no "Registro de envíos" to show and a sent notice simply vanished from the list. Renewals now write `email_notification_log` — the same table the four bulk jobs write — as `RENEWAL_NOTICE` / `POLICIES`, with rows for failures and no-email skips too. `RenewalNotice` keeps its gating role unchanged; the two are complementary, not redundant. - extend `EmailNotificationType` (+RENEWAL_NOTICE) and `EmailNotificationServicio` (+POLICIES); `level` now carries the aviso generation on renewal rows, so every reader must branch on the type first (`notificationLevelLabel()` is the one place that lives) - backfill emailed notices (`channel = 'EMAIL'`) into the log; MAIL-channel rows are legacy printed letters and are deliberately left out - extract `NotificationLogService`/`NotificationLogModule` as the single writer, so a feature that sends mail records it without pulling the bulk-job pipelines into its module - `GET /notifications/log` and `/stats` take a comma-separated `servicio` list; each tab reads its own slice. This also fixes the "Omitidos" view, which mapped to no filter at all and showed every row - share one `NotificationLogPanel` between both tabs - pass SES_* / NOTIFICATION_ADMIN_EMAILS through the galactus compose, which was missing them entirely — mail is runtime config, not a CI secret, and the prod image sets NODE_ENV=production so a blank config fails loudly instead of falling back to stdout Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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rmancinas
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87d8743251 |
feat(renovaciones): renewal notification emails over SES
INSURANCE_FEATURES_SPEC §1. The office printed and mailed renewal letters from the legacy CONTROL <ramo> RENEW[2/3] paper log; 91% of policyholders have an email on file, so send the notice instead and keep the paper log as the fallback. A daily cron (06:00 America/Tijuana) sweeps three generations off policyTo — 30 and 15 days before expiry, 7 days after — sends each through SES, and upserts RenewalNotice by [policyId, generation] so a policy is never notified twice for the same milestone. RenewalNotice now records providerMessageId, so a later bounce or complaint webhook can be traced back to the row that sent it. - customers.emailOptOut excludes a customer from every sweep; editable from the customer form - scheduled_job_states holds the sweep's lock and last successful run; the window is widened to cover days the job did not run, so a weekend outage does not silently drop a generation - SES unconfigured is not an error outside production — messages are logged and skipped, so dev and CI never send - /renovaciones (renewal:send, MANAGER+) lists what is pending per generation, runs the sweep by hand, and marks a notice sent by mail for the customers with no email - POST /policies/:id/renewal-notices records that manual mark - the aviso-renovacion report and the emails now share one projection (reports/renewal-letter.ts) instead of two copies of the mapping |
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rmancinasandClaude Opus 5
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7df928c3ab |
feat(billing): receipt capture — outstanding workflow, batch by check, reconciliation
Implements docs/RECEIPT_CAPTURE_SPEC.md §1, the legacy "Editor" replacement, on top of the single-movement capture from plan step 6. No new abilities: batching and resolving are both capturing. - outstanding (legacy NOPAGO): capture flag, ?outstanding= filter, and POST /billing/:id/resolve-outstanding (gated ledger:create, not ledger:void — resolving completes a capture rather than reversing one). Outstanding rows are excluded from every balance aggregate, matching the legacy SALDOS ULTIMO 0 query's HAVING NOPAGO = 0, but still count in the movement browser's filtered totals. - POST /billing/batch: many customers' receipts against one check, in one $transaction. Deliberately not a persisted batch entity — checkNumber is already a column and grouping by it answers every legacy by-check query. - GET /billing/by-check + a cheque-count report, replacing REPORTE CHEQUE COUNT / REPORTE POR CHEQUE / EDITA CHEQUE ALF|COUNT|NUM. Print, PDF, CSV and XLSX come free from the existing /reportes/:slug machinery. - Web: /estado-cuenta/lote (the Editor screen, with live reconciliation against the physical check amount), an "Estado de pago" filter, a "sin fondos" row tag and a Resolver dialog, plus a top-level "Captura" nav entry. Integration seam for the OCR auto-capture module (spec §2), which is required to post through createBatch rather than writing Transaction rows itself: items[i] maps to lines[i] so postedTransactionId can be zipped back on; opts.refs[i] stamps captureRef with a duplicate-post guard that a voided row deliberately does not block; opts.source is service-level only, so an HTTP client cannot label hand-keyed rows as machine-captured. captureSource/captureRef are nullable so the 40,136 migrated rows stay NULL rather than being mislabelled. Fixes two pre-existing bugs found while building this: - statement() filtered legacySourceTable with `notIn`, which compiles to SQL NOT IN — and `NULL NOT IN (...)` is NULL, so every app-captured movement was invisible on the customer statement (438 rows in the movement browser vs 392 on the statement) while showing everywhere else. This would have made the whole capture feature look broken. - The balances count query omitted the void filter its own page query applied, so the total disagreed with the rows. Nav highlighting now resolves by longest match; the previous first-startsWith logic lit up both the parent and any nested entry. Verified end-to-end against the dev DB, API and browser; all test rows removed afterwards. Also corrects RESUME.md, which documented the dev ports as :3001/:3000 — they are :4501/:4500, from the env files. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> |
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rmancinasandClaude Sonnet 5
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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> |
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rmancinas
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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. |