Commit Graph
4 Commits
Author SHA1 Message Date
rmancinas 3125b52057 feat(ocr): discard abandoned capture batches
A bad scan, the wrong PDFs or a duplicate upload used to leave a batch
sitting in READY_FOR_REVIEW forever, because the only exits were confirm
(posts to the books) or rejecting every page one at a time. Add a
DISCARDED terminal status to both OCR domains and a single endpoint per
domain that rejects every page still pending in one shot.

Discarding is refused once anything has landed: statements once a page is
POSTED, policies once a page is APPLIED. Those batches did real work and
have to be settled page by page.

- POST /statements/batches/:id/discard
- POST /policy-ocr/batches/:id/discard
- shared DiscardBatchCard on both review screens, gated the same way
2026-08-02 02:00:02 -07:00
rmancinasandClaude Opus 5 5bce0e4c94 feat(recibos): OCR capture for zona federal (ZOFEMAT Tijuana)
Adds the ZONA FEDERAL TIJUANA parser to the statement intake, measured
against 8 pages of real "Zona Federal Marítimo Terrestre" receipts — the
federal maritime-zone occupancy fee the municipality bills on beachfront
lots. Provider read on 8/8, amount on 8/8 (each verified against the
paper), concession clave on 6/8, period on 8/8, deadline on 2/8.

Four things the corpus forced:

- Tijuana bills predial and zona federal from the same treasury: same
  header, same Paseo del Centenario address, same ATB-541201 RFC. Every
  predial discriminator matches a zona federal page too, so whichever
  rule is asked first wins it. The only words exclusive to this layout
  are "Marítimo Terrestre", so its brand rule is asked ahead of all
  three predial ones — and its structural rule, anchored on the stub's
  "Derechos de ocupación", ahead of theirs.

- FEDERAL_ZONE.accountNumber is an amount, not a reference. It holds
  DATMEX.zfed, whose 77 values include 246.06, 2369.09, 22653.94 and a
  negative -1679, while the concession claves these receipts are keyed
  by appear nowhere in the database. Matching on that column could never
  hit — and because every row already has a value, the `[field]: null`
  guards on learnAccountRefs and on the review blank-service fill would
  never fire either, so every page would return to the queue every
  bimester forever. The clave moves to meterNumber, joining gas and
  Tijuana predial, and the first confirm teaches the match.

- The payable figure is not the printed subtotal. The municipality
  rounds to whole pesos and prints the difference on its own "Ajuste Ley
  Hacienda Mpal" line (-$0.05 against a 591.05 subtotal, $0.21 against
  2,872.79). The "Total a pagar" box carrying the rounded figure sits on
  a grey fill and OCR'd on 1 of 8 pages; the SubTotal row read on 8 of
  8. So the amount is the rounded subtotal, cross-checked against the
  printed box wherever it survives — where it did, it agreed.

- The clave is 2 digits, a letter and 3 digits (12-T -012), not the
  cadastral shape, and the letter is kept as printed: toDigits maps D to
  0, which turns a real 14-D -014 into 140014. It is printed twice,
  which rescued a page whose heading was struck through by the office's
  own highlighter — the failure mode behind both missing claves.

Deriving the deadline from the bimester is deliberately not attempted:
it is the 17th of the month after the bimester closes on a current bill,
but four of these eight are late (a $1,000 Multa) and print a
recalculated date, so a derived date would be wrong on exactly the pages
a human most wants to see.

Re-ran the earlier corpora (25 pages: predial Tijuana/Rosarito/Ensenada,
CFE, CESPT, Telnor) through detection to confirm the new rules steal
nothing — all 25 still read as their original provider, including the
five Tijuana predial pages that share the RFC.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-01 14:07:21 -07:00
rmancinasandClaude Opus 5 d6501f1d74 feat(recibos): OCR capture for gas butano and municipal predial
Build and Push Images / Build jorgecuadros-web (push) Successful in 1m50s
Build and Push Images / Build jorgecuadros-api (push) Successful in 2m8s
Adds four parsers to the statement intake — GAS TIJUANA plus one per
municipality, because Tijuana, Rosarito and Ensenada issue three
completely different predial documents — and a text-layer fast path for
the born-digital invoices the gas company sends.

Measured against a new corpus of 14 documents / 29 pages: provider read
on 29/29, amount on 26/29, and 21/29 auto-matched against the dev
database (22/29 identified). The eight review cases are all legitimate.

Five things the corpus forced:

- Not every statement is a scan. The gas invoices are born-digital CFDIs
  whose text layer is exact; rasterising them only loses information (one
  sample turned `MEDIDOR: VM01014426` into `ar (LTR): 014420`). The new
  `OcrProvider.textPages` reads the embedded layer via `pdftotext
  -bbox-layout` — same poppler package as `pdftoppm`, so no new
  dependency — and OCR stays the fallback for real scans. Poppler's own
  `<line>` grouping follows text flow rather than the page, so words are
  regrouped by vertical position; without that, a two-column header
  leaves every label separated from the value printed beside it.

- The clave catastral is not two letters and six digits. Position three
  is a letter in 15 of the 932 stored claves, and digitising the whole
  tail mapped a real `MMB01041` to a nonexistent `MM801041`.

- Tijuana predial prints no clave at all. Its only identifier is an
  8-digit municipal account carried in a 32-digit payment barcode, which
  the legacy database never held, so it goes in `meterNumber` alongside
  gas — `accountNumber` holds `DATMEX.predial`, which is not a
  per-property key and must not be overwritten. Those pages start cold
  and are taught by the first confirm.

- On Rosarito and Ensenada the clave is the primary key, not a fallback:
  those receipts print nothing else, so a unique hit auto-matches. On a
  utility bill that merely happens to print one it stays a review hint.

- A misread `$` is the dangerous failure. An Ensenada receipt for
  $2,203.00 OCR'd as `82,203.00`, which would post a charge 37x too large
  and look ordinary in the ledger. Predial amounts now require a literal
  `$` and a page that cannot produce one goes to review.

The scoped match field is now one exported function rather than three
copies of `kind === "GAS" ? ... : ...`, since the lookup, the
blank-service fill and the confirm write-back have to agree or a
reference gets learned into a column nothing searches.

First tests in this package: 23 specs over the parsers and the text-layer
reader, every fixture a verbatim OCR excerpt from a real receipt. Adds
the jest config they need and a build tsconfig so they stay out of dist.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-01 12:52:20 -07:00
rmancinasandClaude Opus 5 b59abda895 feat(captura): fold recibo OCR into Captura as an automatic mode
Build and Push Images / Build jorgecuadros-web (push) Successful in 1m46s
Build and Push Images / Build jorgecuadros-api (push) Successful in 2m17s
Scanning a stack of bills and keying them in are the same daily job, ending
in the same ledger path, so OCR intake becomes a mode of the capture screen
instead of a second menu entry:

- components/Captura.tsx holds the mode switch; the manual check form moves
  verbatim to components/ManualCheckCapture.tsx and the OCR intake to
  components/StatementIntake.tsx.
- /estado-cuenta/lote opens on manual, /recibos on automatic — both render
  Captura, so batch-review links and old bookmarks still land right.
- Nav drops "Recibos (OCR)"; "Captura" covers both, with a NavLink.aliases
  field so /recibos still highlights it.

Also fixes the "El almacenamiento de documentos no está configurado" failure
staff hit on upload. Uploading with no object storage configured used to
succeed, then die on the first put minutes later, leaving a FAILED batch
whose only explanation was that string. createBatch now refuses up front,
GET /statements/status reports storageAvailable alongside ocrAvailable, and
the intake tab explains the situation instead of offering an upload that
cannot work. S3_* documented in .env.example (deploy stacks already set it).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-01 01:04:09 -07:00