- 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.
First master-data CRUD module on the phase-1 RBAC foundation.
API:
- Customer gains archivedAt (soft-delete marker, distinct from the legacy
`status` business flag); pushed to dev (nullable, non-destructive).
- CustomersService: create/update/archive/restore. list() and the browser
default to archivedAt=null; ?includeArchived=true opts in. App-created
rows set nameMissing=false and leave legacy provenance null.
- CustomersController write routes guarded per the matrix: create/update
need STAFF+ (customer:create/update), archive/restore need ADMIN
(customer:delete). Every mutation audit-logged.
- create/update DTOs (class-validator); date strings coerced to Date.
Web:
- Shared CustomerForm (create + edit) with identity/address/account
sections; new routes /clientes/nuevo and /clientes/[id]/editar, each
self-gated on the ability.
- List page: ability-gated "Nuevo cliente" button. Detail page: gated
Editar / Archivar (Restaurar) action bar; archived badge.
- api.ts create/update/archive/restore; CustomerInput type; archived flag
on list items.
Verified against dev: create (dates coerced, archivedAt null), edit 200,
VIEWER create 403, STAFF create 201 but archive 403, ADMIN archive drops
the row from the default list and includeArchived surfaces it, restore
returns it.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
DATGRAL.NOMBRE is blank on 266 legacy rows (140 utilities, 126 insurance),
which surfaced in the UI as 257 customers literally named "(SIN NOMBRE)".
The blank is real — those cells are empty in the Access files, not lost in
extraction — but the rows mostly are not junk: 176 of the 257 carry a
property, a policy, or transactions.
The old PHP importer handled this by skipping blank-name rows outright
(jorgecuadros-intra-webapp/src/tools/customerAdapter.php:47,81). That was
worse than it looks: every other adapter resolved its customer FK through
the customer_mapping table those skipped rows never entered, so their
properties and policies were silently dropped (customerServiceAdapter.php:45)
and their transactions were written against customer_id 0
(customerBalanceAdapter.php:52). So: recover the name instead of skipping.
Names come from the secondary tables that still carry them, most trustworthy
first — UTILSEG (the office's own hand-maintained name <-> id cross-reference
spanning both lines), then the billing runs (IVA 2015, COBRO3) and the policy
rows' NOMBRE ASEG (MULT, M EMPR, INCENDIO). A linked customer can also borrow
the name its insurance record resolved to. Result: 213 of 257 recovered, 44
still genuinely nameless anywhere in the source.
customers.nameSource records which table each recovered name came from, so a
reconstructed name is never mistaken for one that was really on the record —
the list tags it "nombre recuperado", the detail header names the source, and
a still-unnamed customer renders muted italic instead of as a normal name.
Also fixes run_all.py: transform_properties and transform_policies truncate
service_documents/policy_documents, but blob_extract.py was not in the step
list, so a full re-run left the uploaded MinIO objects with no rows pointing
at them. Hit exactly that while reloading for this change.
Verified end-to-end: full pipeline re-run against dev reproduces every prior
count (1682 customers, 1519 properties, 2378 policies, 45861 transactions,
22354 bank rows, 70 documents) with zero orphans, and both apps build clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
First real frontend feature against the live Customer module API.
- login/ — session login form posting to /auth/login with credentials
included; the session cookie is what every subsequent request rides on.
- clientes/ — customer list with search and the cross-line stats header
(customers, utilities/insurance split, both-lines count).
- clientes/[id]/ — unified detail view: identity, properties + services,
policies, and transaction history for one customer, which is the whole
point of the migration (one record spanning both business lines).
- components/AppShell.tsx, lib/{api,labels,types}.ts — shared fetch wrapper
(always credentials: "include"), Spanish label maps for the enum values
the API returns, and the API response types.
- globals.css + layout.tsx — Spanish-first document (lang="es"), the type
scale, and the design tokens the pages share. Fonts load via <link> so an
offline build still renders on the system fallback stacks.
- page.tsx now redirects / to /clientes.
Also fixes pnpm-workspace.yaml: the allowBuilds map held pnpm's literal
placeholder text ("set this to true or false"), which made every install
fail with ERR_PNPM_IGNORED_BUILDS. Since pnpm 11 auto-installs before
running a script, that broke `pnpm start:dev` outright. Set the values to
true and dropped the superseded onlyBuiltDependencies list.
Verified: both apps build clean, and login -> /auth/me -> /customers/stats
round-trips against the dev database (1682 customers, 526 on both lines).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
rmancinas
