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>
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>
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>
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>
Covers stack, repo layout, local dev (pnpm install, env, MySQL via
docker, prisma db push, seed admin, run api+web, login), full-stack
Docker path, common commands, auth/roles, legacy migration, and prod
notes.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
rmancinasandClaude Opus 5