Commit Graph
32 Commits
Author SHA1 Message Date
rmancinasandClaude Opus 5 5a277f4885 feat(deploy): apply migrations at api container start
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`prisma migrate deploy` ran in one place only: a workflow step on the Gitea
runner, which has to reach the target host's MySQL on 3306 directly. Two
paths went around it:

  - `skip_migrate=true`, the documented answer for when the runner cannot
    reach 3306, left the schema a release behind with nothing to catch it.
    The mismatch surfaced later as a column-not-found at runtime rather than
    as a failed deploy.
  - A container brought back by `restart: unless-stopped` after a host
    reboot, or a stack re-applied by hand in Portainer, never runs the
    workflow at all.

docker/api-entrypoint.sh becomes the api image's ENTRYPOINT: migrate, then
exec node. If the migration fails the container exits non-zero and the API
never listens — serving against a schema that does not match the code is
worse than being down, because the failures are partial and silent (a write
to a missing column breaks one feature while the rest looks healthy).

This does not replace the workflow step and is not a substitute for it. That
step still runs FIRST, while the old code is serving, which is the order
expand/contract migrations are designed around. `migrate deploy` is
idempotent, so on the normal path the container's run is a no-op query.

Behaviour:

  RUN_MIGRATIONS=false     skip and start anyway; plumbed through both app
                           stack files, for a schema moved by hand
  DATABASE_URL unset       refuse to start, and say why
  P1001 (unreachable)      retry, default 20 x 3s -- a cold db container, and
                           galactus's MagicDNS lookup right after a reboot
  anything else            exit at once; retrying a broken migration only
                           delays the same error. P3005 prints the
                           `migrate resolve --applied 0000_init` hint the
                           workflow step already printed.

Only P1001 retries, so a genuinely broken migration is not buried under a
minute of noise.

Both stacks are replicas: 1 and must stay so for an unrelated reason (the
servicios email sweep has no DB lock). The old comment claiming migrations
must not run per-container because "N replicas would race" is dropped: they
would not corrupt anything, since Prisma takes a database advisory lock and
the losers find nothing pending -- they would only each pay the wait.

The prisma CLI is already in the runtime layer (the image copies
/repo/node_modules wholesale), but which of the two plausible .bin paths
carries it is an implementation detail of pnpm's hoisted linker, so the
entrypoint accepts either and the Dockerfile asserts one exists at BUILD
time. A missing CLI breaks the image build, not a production boot.

Verified by running the entrypoint against stubbed prisma binaries: clean
run, P3005, P1001-to-exhaustion, P1001-then-recovery, RUN_MIGRATIONS=false,
missing DATABASE_URL, missing CLI.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 01:17:01 -07:00
rmancinasandClaude Opus 5 d645ba51d3 feat(policy-ocr): read A.N.A. Seguros' two policy faces
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A.N.A. is the Rosarito office's tourist auto book and the second carrier
the policy OCR pipeline reads. It ships two unrelated faces, and the split
is different from GMX's: GMX ships two documents about one policy, A.N.A.
ships two products.

  AUTOMOBILE (SPECIAL POLICY FOR TOURISTS)  insures a car; vehicle table,
                                            9 numbered sections, one
                                            LIMIT OF LIABILITY column
  DRIVER'S POLICY (the office: "licencia")  insures up to 5 named drivers;
                                            no vehicle at all, 6 unnumbered
                                            sections in a different order,
                                            SUM INSURED + PREMIUM columns

The four automobile products the office sells (amplia / responsabilidad
civil, annual / by-the-day) are the same layout with different numbers, so
they get one parser rather than four.

These are born-digital portal PDFs, so pdftotext -layout returns exact
columns and the driver's-policy parser uses that: its two value columns
print the same shape (100,000.00 usd. / 18.70 usd.) with no per-row label,
so horizontal position is the only thing separating them. The split comes
from the header's own offsets, not a constant, because they shift between
products; when it can't be read every amount is reported as a sum insured
and the reviewer is told, rather than half the premiums being filed as
coverage limits.

Three things the layout will punish a naive read for:

- Each PDF prints its face two or three times (ORIGINAL, AGENT COPY, then
  a receipt and three travel cards) and the pipeline concatenates every
  page before parsing. The coverage walk is bounded to the first copy and
  the driver list to the first POLICY HOLDER block. Unbounded, the licencia
  returns the same person three times, which reads as a three-driver policy
  rather than as a bug.
- The money row is read positionally off its header. An unused DISCOUNT
  prints as a bare "-", so "find the six amounts" shifts every value one
  column left on a discounted policy.
- Two five-digit numbers sit in the header band and only one is the agent
  clave; the agent's street address is "BENITO JUAREZ 25 No.50 INT 38",
  three lines above the No. cell holding the policy number.

Sections 6-8 print a PREMIUM where the others print a limit, so
ParsedCoverage gains an optional `premium` (GMX never fills it) and the
review table a column: $40 is what legal aid cost, not a $40 liability
limit. Exclusions follow the GMX rule and go in the risk label with a null
amount -- which matters more here, since a responsabilidad-civil policy
prints 0.00 for material damage and the two are identical on the page.

Also in this change:

- coveragePeriodDays is parsed and written. A.N.A. sells 3- and 4-day
  policies; Policy.coveragePeriodDays defaults to 365, so a weekend policy
  left at the default sits in the renewals window a year out. Derived from
  the dates, cross-checked against the printed DAYS cell, disagreement
  noted not resolved.
- Vehicles and named drivers are parsed, shown read-only in review, and
  written as Vehicle / InsuredDriver rows on confirm, skipping any already
  on the policy (VIN then plate; licence then name). The case that forces
  the skip is confirming a renewal onto an existing policy. Nothing is ever
  updated or deleted -- a changed plate lands as a second row for a human.
- Batch.provider is set from what the parsers actually claimed instead of
  being hardcoded "GMX", so a mixed upload is labelled as mixed and the
  header can never contradict its own documents. PolicyDocument.documentType
  follows the same rule (was hardcoded GMX_POLICY).
- matchNote becomes TEXT. It was VARCHAR(191) and the note trail was sliced
  to 190 chars, which cut the tail notes -- the "could not read X" ones.
- The policy detail page renders an array coveragesJson as a table. Both
  shapes have always been possible there, but the object renderer was the
  only one, so an OCR-confirmed policy showed a row per array index labelled
  "0", "1", "2" with [object Object] as the value. ANA makes that routine.

GMX is untouched behaviourally; its two parsers now spread a shared empty
base instead of listing every null field. 29 new parser cases against
verbatim pdftotext output of three real ANA PDFs, 53 in the suite.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 01:09:16 -07:00
rmancinasandClaude Opus 5 14c4d44acb docs(policy-ocr): vigencia/agente/prima are keyed in by hand on the PVL layout
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Confirmed with Luz, who handles GMX policies at the office: the three
fields the especificación does not carry are entered manually. The review
screen already supports it — all three are editable and `postPremium`
enables off the typed premium, so no code change was needed.

The parser's note said "esos datos están en la carátula de la póliza",
which now sends the reviewer looking for the wrong document. It says
"captúrelos a mano" instead, and names the consequence of leaving the
vigencia blank: `Policy.policyTo` is nullable and the renewals window
filters `policyTo: { gte, lte }`, so a policy confirmed without one never
matches and never gets a renewal notice — silently, permanently, with
nothing downstream erroring.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 00:20:09 -07:00
rmancinasandClaude Opus 5 45be0ad77d feat(policy-ocr): read GMX's Spanish PVL especificación layout
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GMX ships two unrelated documents for the same policy and the office
downloads both from the same portal. The parser only knew the English
caratula, so a `…-CondicionesParticulares.pdf` parsed to an almost
entirely empty row — including the policy number, which the matcher needs.

`parseGmx` becomes a dispatcher over `parseGmxCaratula` (unchanged
behaviour) and the new `parseGmxEspecificacion`. Both still report
`provider: "GMX"`: the matcher keys on the policy number alone and must
not care which artifact was uploaded.

The especificación has no tables. Coverages are found by anchoring on
`Límite … Responsabilidad:` and walking backwards for the heading, where a
heading is a short line *preceded by a blank line* — length alone cannot
tell one from the wrapped tail of the paragraph above it, and without that
condition coverages get named after the last word of the preceding prose.

Also fixed, both pre-existing:

- The policy number's group widths are not the same across the two
  families (`007-037-…-0000-02` vs `07-037-…-00000-01`). The pinned-width
  regex is replaced by a shape, so both read.
- The caratula's ZIP fallback pushed a note saying it had read the ZIP
  from the address, then never assigned it.

Verified against the full ten-page real document: all 17 coverages,
amounts, deductibles and the excluded earthquake section match what is
printed. 24 parser tests (was 8), four of them regressions for ways this
layout can silently attach the *wrong* value rather than none.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-15 00:10:26 -07:00
rmancinasandClaude Opus 5 17d83291c3 feat(migration): refuse a full re-import that would delete native rows
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A full run_all.py pass truncates and rebuilds every table it owns from the
Access extract. That was harmless while the platform was a read-only mirror --
every row came from the extract, so wiping and rebuilding lost nothing. It
stopped being harmless once the platform started minting rows Access has never
heard of: allocated portal NUMids, customers created in the staff UI,
OCR-captured policies, app-booked ledger rows, uploaded documents.

REIMPORT is a button in /operaciones, so that was one click away.

native_guard.py counts what only exists here and exits 3; run_all.py runs it
before the first truncate and stops. Detecting an allocated NUMid needs the
staged Parquet -- the customer holds an ordinary-looking (utilities, DATGRAL,
'1172') ref, so "customer has no refs" cannot see it and only comparing against
the extract can. Missing staging is therefore treated as blocking rather than
as "nothing to protect".

The guard does not teach full mode to preserve anything: --sync already upserts
legacy rows against the existing refs and leaves the rest alone, and rebuilding
that inside full mode would re-implement it. --force-full (checkbox in the
REIMPORT confirm, recorded in the audit log) deletes them deliberately.

Verified against dev: clean before, exit 3 listing utilities/1172 with a
synthetic ref present, clean again after removing it.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-06 21:01:01 -07:00
rmancinasandClaude Opus 5 6a97242fc3 feat(customers): allocate portal NUMids, with an audit for reusable ones
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Customers created in the staff UI had no NUMid and so could not log in to
my.jorgecuadros.com at all: the id is a CustomerLegacyRef row, not a column,
and create() deliberately writes none.

Allocation is a staff action (POST /customers/:id/portal-access, MANAGER)
rather than part of create, because insurance is expected to move to the
platform before utilities and an insurance-only customer has no reason to
spend a utilities id.

The audit that decides which ids are reusable took three passes. "Owns no
rows" matches nobody -- migration gave all 1,171 NUMids a property and a
transaction. "No transaction in N years" also matches nobody -- every customer
carries a synthetic Jan-1 opening-balance row, so everyone looks active this
year. Subtracting that row is what makes dormancy measurable, and it leaves 4
never-used ids and 10 dormant ones on dev. Two further traps are encoded in the
queries: insurance/DATGRAL is a separate id space that reuses the sourceTable
name and runs past 4,000, and ACCOUNT CANCELED is a transaction line type, not
an account state -- all 8 customers carrying it have current-year activity.

Recycling ships switched off (numid.recycleEmpty, default false). Every
reusable id still exists in Access DATGRAL, and a --sync run reassigns refs
with ON DUPLICATE KEY UPDATE customerId, so an id recycled before the utilities
cutover is silently handed back to its Access owner.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-06 20:04:13 -07:00
rmancinasandClaude Opus 5 e77e5546d8 docs: SES secrets created, ship blocker cleared
Five documents asserted the SES_* secrets were unset in Gitea. They now
exist, so all five are corrected rather than leaving the claim to rot in
whichever one a reader opens first.

Replaces the blocker with the two things creating the secrets does NOT
establish, since both fail in ways that look identical to a missing
config: SES_FROM must be a verified identity in SES_REGION, and the
account must be out of the SES sandbox — in sandbox SES only delivers to
verified recipients, so a sweep across 815 policyholders would fail
almost every send while the configuration reads as correct.

Recommends running the first sweep with debug on, which diverts every
recipient and, on the pólizas side, leaves the avisos pending so a failed
test consumes nothing.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-02 13:25:44 -07:00
rmancinasandClaude Opus 5 3e12597204 docs: add BACKLOG.md, one list of everything outstanding
Open work was spread across six documents: PLAN's per-step status,
RESUME §6, two specs' collected open questions, and the "Not built"
sections of the two OCR docs. Nothing tracked the two live data defects
except a paragraph inside INSURANCE_FEATURES_SPEC, and nothing at all
recorded that master is 14 commits and 5 migrations past the last tag.

Compiled by reading those six, then checking each claim against the code
and the dev database rather than trusting the prose — which is how the
dead-table finding surfaced and how both insurance defects were confirmed
still open.

Leads with the ship blocker: SES_* is unset in Gitea while the pólizas
sweep defaults to enabled at 06:00, so deploying current master gives a
nightly sweep that fails every run. Set the secrets or disable the
schedule before cutting v1.0.7.

Findings not previously written down anywhere:

- policy_types still holds only AUTO/LICENCIAS/MULT and 5 policies still
  have a NULL policyTypeId; policyTypeId is still `String?` with Prisma's
  default SetNull, so the spec's recommended Restrict was never applied.
- EmailTemplate / EmailCampaign / EmailLog have zero references in
  apps/api/src or apps/web/src. Scaffolded for step 10's "email
  campaigns"; notificaciones shipped against email_notification_log
  instead. Either wire them or drop them.
- Customer.customerNumber does not exist, so recycling is not merely
  unbuilt but unstarted at the schema level.

Linked from PLAN.md and README so it is findable from either entry point.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-02 13:14:25 -07:00
rmancinasandClaude Opus 5 ec139737be docs: as-built reference for the statement OCR capture
Gives receipt capture the same treatment policy OCR just got: a doc that
records what is in the code, separate from the spec that records what was
designed. RECEIPT_CAPTURE_SPEC.md §2 had accumulated three BUILT notes
totalling ~120 lines of findings, which is the right place for the
evidence but the wrong place to look up how the matcher picks a column.

docs/STATEMENT_OCR.md covers the pipeline, the OCR seam and its
text-layer-first rule, all eight parsers and the ordering constraints
between them, the matcher's two governing rules and the scopedRefField
table, confirm-through-BillingService, the learning write-back, and the
API surface.

Weight goes to the things that are load-bearing and invisible from the
code shape: brand detection must run to completion before layout because
Tijuana bills predial and zona federal off the same treasury header;
scopedRefField is exported because three call sites must agree or a
reference gets learned into a column nothing searches; FEDERAL_ZONE's
accountNumber holds a peso amount, so it fails the null-guards as well
as the lookup; a misread `$` is the dangerous failure, not a missing one.

Also records that CFE/CESPT/Telnor have no unit suite — they predate the
gas/predial extension and were only verified end to end.

Cross-linked from the spec, POLICY_OCR.md, PLAN.md, README and RESUME.md.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-02 13:02:14 -07:00
rmancinasandClaude Opus 5 872a661051 docs: document policy OCR capture, the feature no spec proposed
Policy OCR shipped 2026-08-01 (5e9cb12) and was documented nowhere. It is
not in INSURANCE_FEATURES_SPEC.md because it did not come from that
meeting — it came out of building the utility statement OCR pipeline in
RECEIPT_CAPTURE_SPEC.md §2 and noticing the same shape fits carrier
policy PDFs. A reader had no way to find that lineage.

New docs/POLICY_OCR.md covers it end to end, with weight on the three
things that are not obvious from the statement side:

- **One PDF = one policy.** Statements arrive bundled one customer per
  page, so there a page is a document. A GMX certificate is one policy
  across two pages, so the pages are concatenated and the parser runs
  once per file — which is why `pageNumber` is a file ordinal and
  `storageKey` is the source PDF, not a page image.
- **The GMX certificate carries no premium at all** — it lives on a
  separate recibo PDF. Hence the null-preserving confirm and the
  double-gated ledger write.
- **OcrModule was extracted out of StatementsModule to make this
  possible**, and that was blocking rather than cosmetic.

Cross-referenced from RECEIPT_CAPTURE_SPEC.md §2 (where it came from),
INSURANCE_FEATURES_SPEC.md (which never proposed it, and whose §4 carrier
API it partly overlaps), PLAN.md step 11, README and RESUME.md.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-02 12:56:25 -07:00
rmancinasandClaude Opus 5 6331481f82 docs: record notificaciones as built, flags global, schedules editable
The docs still described the state before the last five commits: the
insurance spec called for a `@Cron` literal and a manual mark-as-sent
mutation, PLAN.md had step 12 as "NOT STARTED", and README's module and
route lists predated seven modules.

- MASS_EMAIL_NOTIFICATIONS.md: new "Send flags", "API surface" and
  "Scheduled runs" sections; "Cron (future)" removed — it exists. The
  flags table says which flags apply where, and why a debug renewal send
  must skip both the RenewalNotice row and `lastSuccessfulAt`.
- INSURANCE_FEATURES_SPEC.md: §1 BUILT note listing the three places the
  build diverged from the spec; §1.1 and §1.4 marked superseded in place
  rather than deleted, so the reasoning stays readable.
- PLAN.md: step 12 renewal emails DONE with the divergences; status
  paragraph rewritten.
- README.md: current module/route lists, plus a "Scheduled jobs" section —
  a reader cloning this repo had no way to know the API sends mail on a
  timer.
- DEPLOY_AND_MIGRATIONS.md: the cadence lives in app_settings and survives
  an image rollback, and the servicios sweep has no multi-replica lock.
- RESUME.md: session record for the whole notificaciones arc.
- RENEWAL_NOTICES.md: pointer that this is the legacy record, not what
  shipped.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-02 12:43:19 -07:00
rmancinasandClaude Opus 5 a491ef3eed feat(notificaciones): edit summary recipients in the UI
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NOTIFICATION_ADMIN_EMAILS made "add Beto to the summaries" a redeploy —
the wrong unit of work for a list that changes when office staff change.

Adds `app_settings`, a key/value table for the configuration staff must
be able to change without a deploy, and `SettingsService`, which resolves
every key db -> env -> default and reports which of the three a value
came from. That ladder is what makes the move safe: a deployment behaves
exactly as before until somebody saves in the UI, and the screen can say
"this is still coming from the deployment" rather than implying somebody
chose it.

- new ability `setting:manage` (ADMIN) — deliberately above
  `notification:send`, since redirecting the audit summaries is how
  someone would quietly stop them being read
- GET/PUT /notifications/settings/admin-emails; read is open to any
  logged-in user so the UI can display the list, write is gated
- resolved per job, not cached at boot, or we would reintroduce exactly
  the restart-to-apply behaviour being removed
- a saved empty list means "nobody" and does NOT fall through to the env,
  or clearing the field would keep mailing the people just removed

Credentials stay in env — see the model doc for where the line is drawn.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-02 11:58:42 -07:00
rmancinasandClaude Opus 5 f4b92fa7a5 fix(deploy): pass SES config through to the app stack
The stack env is assembled from Gitea repo secrets by the deploy
workflows' `env_data` block — there is no .env file on the host for the
app stack. SES was in neither, so `MailService` came up unconfigured on
every deployment and, with NODE_ENV=production killing the stdout dev
fallback, every notification and renewal aviso failed.

Wire SES_REGION / SES_FROM / SES_FROM_NAME / SES_ACCESS_KEY /
SES_SECRET_KEY / SES_CONFIGURATION_SET / NOTIFICATION_ADMIN_EMAILS
through both galactus and cubex. No `_GALACTUS` suffix: one SES identity
serves every deployment.

Kept out of the required-secrets preflight — mail is not needed to boot,
and failing a deploy over it would be wrong. Preflight warns instead,
since the failure is otherwise invisible until someone clicks "Ejecutar".

Also corrects the comments added in the previous commit, which claimed
these belonged in a host env file rather than in CI secrets.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-02 10:59:45 -07:00
rmancinasandClaude Opus 5 33833c3af9 feat(notificaciones): one send log across servicios and pólizas
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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>
2026-08-02 03:01:03 -07:00
rmancinas a52e59cbc5 feat(notificaciones): mass email notifications over SES
Replaces the four legacy PHP scripts under email.notifications/send*.php
with a single NestJS module. Four jobs (outstanding payments, payment
confirmations, account-status alerts with day-of-week gates, trust
payment confirmations) share one MailService modelled on StorageService:
env-driven SES client, null fallback in dev with console logging, refuses
to send in production when unconfigured.

Schema adds email_notification_log (every attempt, sent/failed/skipped)
and account_status_history (one row per threshold hit, Job 3). Enums
encode the legacy wire shape so external log scrapers keep parsing
notificationType keys verbatim.

Web adds /notificaciones with four trigger cards, a flags panel, and a
paginated log browser. New notification:send ability gates all four
endpoints at MANAGER, matching the renewal:send trust tier.
2026-08-02 02:04:14 -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 860d483bad fix(ops): backup failed on the MariaDB client shipped in the API image
Build and Push Images / Build jorgecuadros-api (push) Successful in 2m7s
Build and Push Images / Build jorgecuadros-web (push) Successful in 2m7s
Every backup on galactus died with:

  mysqldump: unknown variable 'set-gtid-purged=OFF'
  respaldo incompleto eliminado

Alpine's mysql-client is MariaDB's, so `mysqldump` inside the API
container is a shim over `mariadb-dump`, which has no --set-gtid-purged.
That took out BACKUP and, because they take a safety dump first, SYNC
and REIMPORT too.

Probe `mysqldump --help` and pass the flag only when it is advertised,
calling `mariadb-dump` directly otherwise — MariaDB writes no GTID state
unless asked with --gtid, so there is nothing to suppress. Testing
whether mariadb-dump merely exists would be wrong: on a host carrying
both clients it would shadow a perfectly good MySQL mysqldump.

The probe uses a command substitution rather than `--help | grep -q`
because PIPEFAIL is in effect for these commands and grep closing the
pipe early would report a supported flag as unsupported.

pre-migrate-backup.mjs is unaffected — it dumps from a real mysql:8.4
image, not from the API container.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-01 01:43:25 -07:00
rmancinasandClaude Opus 5 a8afd87c3f ci: add a "Cut release" dispatch workflow
Stamps every package.json, commits chore(release): vX.Y.Z, tags and pushes
both refs in one dispatch — patch/minor/major, or an explicit number. Cutting
a release from a laptop is how a manifest bump gets forgotten or a tag lands
on an unpushed commit; the only input here is the number.

Guards: refuses a version that already exists as a tag (releases are
immutable), a no-op bump, a leading `v`, and a malformed number. Checkout is
full-depth because the duplicate-tag check is meaningless against a shallow
clone.

Pushes with a RELEASE_TOKEN PAT rather than the built-in Actions token —
whether a push made with that token re-triggers build.yml depends on the Gitea
version, and a release that quietly publishes no images is worse than one that
fails outright.

Builds and deploys stay separate: the tag push triggers build.yml, and
deploying remains a deliberate dispatch.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-01 01:21:13 -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
rmancinasandClaude Opus 5 4d5008b545 feat(statements): OCR intake for scanned utility bills
Build and Push Images / Build jorgecuadros-web (push) Successful in 1m41s
Build and Push Images / Build jorgecuadros-api (push) Successful in 2m18s
Staff key 300+ utility statements per company per month by hand. This adds
the ingest -> split -> OCR -> match -> review pipeline that proposes customer
and amount per page instead (RECEIPT_CAPTURE_SPEC §2), posting through the
existing BillingService.createBatch seam with source=OCR and a per-document
captureRef so machine and hand capture share one write path and audit trail.

Everything was designed against 10 real scanned statements (46 pages of CFE,
CESPT and Telnor bills) rather than from the sample-free spec. The scans have
no text layer at all — they are camera images — so OCR is mandatory, and they
arrive bundled one customer per page. Measured on those pages the parser
identifies the provider 46/46 and reads an account reference 43/46; against
the dev database that is 39/46 (85%) exact auto-match, 40/46 identified, with
the rest genuine review cases. That closes the OCR-provider question in favour
of self-hosted Tesseract: it clears the bar for a queue where a human confirms
every row, and OcrProvider keeps a managed API a one-line swap.

The samples corrected three things the spec had wrong or unknown:

- Clave catastral is NOT predial. DATMEX.clave (934 rows) is what CESPT and
  predial bills print; DATMEX.predial, which PROPERTY_TAX.accountNumber holds,
  has 663 distinct values across 1135 rows and appears on no statement. The
  clave now lives on Property.cadastralKey as the matcher's secondary key;
  predial is left untouched. This had been blocking predial matching.
- Gas was recoverable: 160 of 334 DATMEX.gas values are real account numbers
  (the rest are ESTACIONARIO/CILINDRO descriptors), now in GAS.meterNumber.
- Phone is one billed line per property (534/18/1 across phone1/2/3), so the
  new TELEPHONE ServiceKind backfills from phone1 only, not three rows.

Matching is scoped to one column per service kind and never reads the customer
name — a CESPT receipt prints ARNAIZ ROSAS ELSA AURORA for an account this
office holds under CATT, RANDY, because the printed name is the registrant,
not the current owner. Where a provider prints a payment barcode it beats the
printed label (one CFE label OCR'd a digit too many while its barcode was
correct) and the two cross-check, with disagreement forcing review.

Confirming a document whose service had no reference writes it back, so gas
and any other cold start is a one-time cost rather than a permanent queue.

Verified end to end against the live dev API and MinIO: real scans uploaded
over HTTP, matched, confirmed against a check, and the resulting rows checked
in MySQL (negative amounts, captureSource=OCR, concept derived from the batch
kind, captureRef linking back to each page). Re-confirming a posted batch is
refused. Test data was removed afterwards.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-01 00:42:35 -07:00
rmancinasandClaude Opus 5 30dfc7dc3e fix(ops): run backups as an admin login, and stop recording failed dumps as good
The Operaciones panel (backup, restore, sync, re-import) shelled out to
mysqldump as the application user, parsed straight out of DATABASE_URL.
`--single-transaction` issues FLUSH TABLES, which needs the global RELOAD
privilege, and the app user is granted only ALL ON jorgecuadros.* plus
USAGE ON *.*. BACKUP failed outright; SYNC and REIMPORT failed with it,
since both take a safety backup first.

An admin credential is now supplied out of band via OPS_DB_ADMIN_USER /
OPS_DB_ADMIN_PASSWORD, mirroring what deploy/scripts/pre-migrate-backup.mjs
already does, rather than permanently elevating the user the API serves
requests as. Host, port and database still come from DATABASE_URL, so the
override can only change who logs in, never which server. Unset, it falls
back to the DATABASE_URL credentials and warns — local development is
unaffected.

Two defects in the dumps themselves, both shared with the deploy backup
before it was rewritten:

- No --set-gtid-purged=OFF. The production server is the replication source
  with GTID on, so every dump embedded SET @@GLOBAL.GTID_PURGED and was
  unrestorable onto the server it came from — the one thing the restore
  screen is for.

- The pipeline's exit status was gzip's, and gzip succeeded. A mysqldump
  that died on its first statement left a small, perfectly valid archive
  that the job recorded as SUCCESS and the restore screen listed as an
  ordinary restore point. Dumps now run under `set -o pipefail`, assert a
  CREATE TABLE count, and delete their own output on failure. Verified with
  a stubbed mysqldump: a failing dump exits 1, surfaces the real error,
  removes the partial file, and — critically — stops SYNC/REIMPORT before
  the ETL touches anything.

Restores gained pipefail too: a corrupt archive made gunzip fail while
mysql, fed a truncated stream, could still exit 0.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 16:21:00 -07:00
rmancinasandClaude Opus 5 19f03198d6 fix(docker): install the MySQL 8.4 auth plugin; report why a dump fails
Build and Push Images / Build jorgecuadros-web (push) Successful in 1m56s
Build and Push Images / Build jorgecuadros-api (push) Successful in 3m3s
The pre-migrate backup failed with "mysqldump exited 2" and nothing else.
Reproduced on the host with stderr captured:

  ERROR 1045: Plugin caching_sha2_password could not be loaded:
    /usr/lib/mariadb/plugin/caching_sha2_password.so: No such file or directory

Alpine's `mysql-client` is MariaDB's client and ships an EMPTY plugin
directory, so it cannot perform caching_sha2_password — MySQL 8.4's default and
effectively only auth method. `mariadb-connector-c` provides the plugin.

This was never about the deploy backup alone. Every mysqldump/mysql call from
the API container was broken, which means the whole Operaciones panel — backup,
restore, sync, re-import — could not work in a container. It went unnoticed
because that feature had only ever been run with the API on a developer
machine, where the Oracle client is installed. Verified after the fix: dump
exits 0, gzip valid, 31 CREATE TABLEs.

Also fixed, both found while chasing the above:

- The backup script reported an exit code and nothing else, because a detached
  exec captures no output — which is precisely why this needed a manual
  reproduction. mysqldump's stderr is now redirected to a file and read back
  through a short attached exec on failure, so the deploy log states the cause.
  Verified against live prod: the log now carries the 1045 line itself.

- Listing ONLY 100.100.100.100 as the containers' resolver costs them public
  DNS, since MagicDNS does not forward upstream unless the tailnet defines
  global nameservers. Nothing at runtime needed it, but `apk` inside the
  container stopped resolving, and anything outbound would have too. A public
  fallback resolver is now listed after MagicDNS.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 15:52:03 -07:00
rmancinasandClaude Opus 5 b2cdcbe2cd fix(api): session cookie never issued over HTTP; ship the seed script
Build and Push Images / Build jorgecuadros-web (push) Successful in 1m41s
Build and Push Images / Build jorgecuadros-api (push) Successful in 2m5s
Prod came up with nobody able to log in, in two separate ways.

1. No sign-in account exists. `prisma migrate deploy` creates tables, never
   rows, and nothing in the deploy path seeds one — deliberately, since making
   an administrator should not be a side effect of shipping code. But
   apps/api/scripts was not in the runtime image either, so the only way to
   create the first account was to run the script from a developer machine
   against a production DATABASE_URL. Ship scripts/ in the image so it can be
   run on the host with docker exec. Still never run automatically.

2. Login could not establish a session at all. cookie.secure followed NODE_ENV,
   the image sets NODE_ENV=production, and the app is served over plain HTTP —
   express-session then silently emits NO Set-Cookie header. POST /auth/login
   still answered 200 with the full user object, no session was created, every
   later request 403'd, and the UI would have looped back to /login. It reads
   as an auth bug and is really a transport mismatch.

   The flag is now driven by SESSION_COOKIE_SECURE, still defaulting to
   NODE_ENV. An EMPTY value counts as unset rather than false, because compose
   turns an absent `${SESSION_COOKIE_SECURE:-}` into the empty string and the
   naive check would have quietly dropped Secure on any deployment that merely
   passed the variable through.

   galactus sets it to "false". That is acceptable ONLY because the host is
   reachable exclusively over Tailscale, so WireGuard already encrypts the
   wire. It must go back to "true" when the app is served over TLS or exposed
   off-tailnet; behind a TLS-terminating proxy, set trust proxy instead.

Verified against live prod: seeded an admin, POST /auth/login returns 200 with
full ADMIN abilities, a wrong password is rejected with 401, and no Set-Cookie
was present before this change.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 15:41:55 -07:00
rmancinasandClaude Opus 5 1cba9bfc32 fix(galactus): give containers Tailscale's resolver so MagicDNS names resolve
With the image fixed, the API got as far as connecting and then died with
Prisma P1001 "can't reach database server". The cause is DNS, not routing.

galactus runs systemd-resolved, whose 127.0.0.53 stub is unreachable from
inside a container, so Docker falls back to the upstream resolver in
/run/systemd/resolve/resolv.conf — the LAN router, which knows nothing about
the tailnet. Verified from a probe container on galactus: resolving
galactus.tail01aa2.ts.net fails outright, while `nc 100.103.77.46 3306` is
OPEN. Only the lookup was broken.

Pin the api and web services to Tailscale's own resolver (100.100.100.100,
the same anycast address on every tailnet) with this tailnet's search suffix.
Both are overridable via TAILSCALE_DNS / TAILNET_SUFFIX. db and minio need
nothing — they make no outbound calls.

Verified end to end: the published image, unmodified, with only these DNS
settings, boots on galactus against the real database and serves
  /health   {"status":"ok"}
  /version  {"service":"api","version":"master","gitSha":"3ff56e6b..."}

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 14:47:19 -07:00
rmancinasandClaude Opus 5 4ee7ec71f0 feat(deploy): prisma migration history, /version, galactus standalone deploy
Build and Push Images / Build jorgecuadros-web (push) Successful in 1m49s
Build and Push Images / Build jorgecuadros-api (push) Successful in 2m2s
Closes the gap between "what tag did I deploy" and "what is actually running",
and gives the schema a history that can be reasoned about across releases.

Migrations
- Baseline the existing schema as 0000_init (migrate diff --from-empty). The
  schema had only ever been applied with `prisma db push`, so no history
  existed and schema state was disconnected from app version. Existing
  databases must be baselined once with `migrate resolve --applied 0000_init`;
  the workflows print this remedy on P3005.
- Run `prisma migrate deploy` as a deploy STEP, not the container CMD — as a
  CMD, N replicas would race each other applying the same migration.

Version reporting
- GET /version on the API reports the APP_VERSION / GIT_SHA / BUILD_DATE that
  build.yml already baked into both images but nothing ever read.
- The web footer shows the web build and flags an api/web mismatch. The two
  cannot drift at build time (one matrix run) but can at deploy time.
- Both deploy workflows now fail if the running API does not report the tag
  that was dispatched — a stack naming a tag is not proof of what is running.
- scripts/set-version.mjs stamps every package.json, which had all sat at
  0.1.0 while real releases shipped as v1.x.

Pre-migrate backup
- deploy/scripts/pre-migrate-backup.mjs dumps the database from INSIDE the
  still-running old API container over Portainer's Docker API, so the file
  lands in the volume the Operaciones restore screen reads. A dump taken on
  the CI runner would be unreachable by the only restore path we have.
  Verifies the artefact with `gzip -t` before letting the migration proceed.

galactus
- deploy/galactus/*.compose.yml: standalone-Docker ports of the Swarm stacks.
  Plain compose silently ignores `deploy:`, so restart_policy becomes
  `restart: unless-stopped` — without it nothing returns after a host reboot.
- .gitea/workflows/deploy-galactus.yml drives endpoint 3 with its own secrets.

Fixes
- deploy.yml passed `endpoint_id` and `pull_image` to
  cssnr/portainer-stack-deploy-action, which has no such inputs (they are
  `endpoint` and `pull`). The endpoint was silently never set.

docs/DEPLOY_AND_MIGRATIONS.md documents expand/contract as the rule for schema
changes: Prisma has no down-migrations, so a code rollback never rolls the
schema back, and restoring the replication master from a dump diverges every
replica.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 11:41:12 -07:00
rmancinasandClaude Opus 5 9ba5d2d09a feat(bank): multi-bank chequera — required bankAccountId, per-account scoping
Build and Push Images / Build jorgecuadros-web (push) Successful in 1m43s
Build and Push Images / Build jorgecuadros-api (push) Successful in 1m59s
The office keeps more than one operating account (Utilities banks in MXN,
Seguros in USD), but bank_transactions was a single implicit MXN register by
design. Adds Bank/BankAccount and makes every read and write in the module
scoped to exactly one account.

Schema:
- Bank / BankAccount. Currency is fixed per account and BankTransaction has
  no currency column of its own — a movement inherits its account's, the way
  a real bank account doesn't mix currencies.
- BankTransaction.bankAccountId, required. A movement with no known account
  isn't reconcilable against a statement.
- @@index([bankAccountId, transactionDate]): every read now filters by
  account and orders/groups by date.

Migration:
- backfill_bank_accounts.py seeds Scotiabank + "Utilities — Scotiabank (MXN)"
  and backfills all 22,669 existing rows onto it, then promotes the column to
  NOT NULL and attaches the FK. Standalone because prisma db push cannot add
  a required column to a populated table. Idempotent; re-running once a second
  account exists does not re-point rows.
- run_all.py runs it (both modes) before transform_bank.py, which now resolves
  the account by label and fails fast if it is missing.

API:
- ?bankAccountId= required on list/stats/facets/summary — not optional with an
  "all accounts" default, since summing an MXN and a USD register repeats the
  currency-collapsing mistake the billing module exists to prevent. Missing is
  400, unknown is 404.
- facets() had no account clause at all and summary() has two raw-SQL rollups;
  all three are now parameterised. Scoping only one of summary's queries would
  leave the year list and its drill-down describing different books.
- New bank/accounts + bank/banks sub-resource under a MANAGER
  bank:manage-accounts ability. currency is absent from the update DTO: booked
  movements are denominated in it, so editing would re-denominate history.
  Capture into a closed account is rejected.

Web:
- /banco gains an account picker (remembered per browser) and reads every
  figure in the selected account's currency; the "single currency (MXN)"
  doc-comment and the hardcoded MXN formatting are gone.
- New /banco/cuentas for banks and accounts. Accounts are closed, never
  deleted — the FK is required, so deleting one would destroy its register.
- /inicio's chequera card names the account it is reading instead of implying
  a single register.

Verified against dev + browser: a second USD account showed full read/write
isolation from the MXN register, whose totals were unchanged (22,669
movements, net 1,014,266.97).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-27 23:54:16 -07:00
rmancinasandClaude Opus 5 26a4faa33e docs(insurance): spec renewal emails, liquidación batch, certificate, carrier APIs
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>
2026-07-27 21:54:23 -07:00
rmancinasandClaude Sonnet 5 9b9ee201c9 docs: add receipt capture, OCR, multi-bank & customer-recycling spec
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>
2026-07-26 23:26:23 -07:00
rmancinasandClaude Sonnet 5 f7ae0d5342 feat(reports): parameterized renewal-notice report + legacy report reference
Build and Push Images / Build jorgecuadros-web (push) Failing after 59s
Build and Push Images / Build jorgecuadros-api (push) Successful in 1m59s
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>
2026-07-25 23:05:21 -07:00
rmancinas 0268ed896c Add Queries/Forms/Reports reference (DAO catalog)
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.
2026-07-22 01:50:22 -07:00
rmancinas 7e65fc81d5 Add legacy database structural reference for non-Windows machines
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.
2026-07-22 01:41:53 -07:00