2 Commits

Include renames

Author	SHA1	Message	Date
rmancinasandClaude Opus 5	6a97242fc3	feat(customers): allocate portal NUMids, with an audit for reusable ones ... 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 4.8	98f5cc20d8	Backend: Customer module (list/search/detail) + working session auth + pnpm ... Adds the unified Customer API against the migrated data: - customers.service: list (search across name/email/phone/city/legacy id, business-line filter, pagination + per-row _count flags), detail (identity + legacyRefs + properties/services/trust + policies with installments/vehicles/ drivers/beneficiaries/claims/docs + recent transactions + a per-domain/ currency ledger summary), and stats. - customers.controller: GET /customers, /customers/:id, /customers/stats, guarded by AuthenticatedGuard. Registered in AppModule. - Fix LocalAuthGuard to call super.logIn so a session is actually established (login previously succeeded but persisted no session -> 403 afterwards). - apps/api/scripts/seed-user.mjs: idempotent Argon2 admin seed. Tooling: adopt pnpm as the package manager (machine npm is a pnpm shim that ignores the workspaces field). Add pnpm-workspace.yaml (+ onlyBuiltDependencies for argon2/prisma/nest native builds), switch the api's @jorgecuadros/database dep to workspace:*, add @types/passport, track pnpm-lock.yaml, drop the stale package-lock.json. Verified end-to-end against the dev DB: login sets a session cookie; stats returns 1682 customers / 526 both-lines / 45861 transactions; search + detail return the full cross-line customer view (properties+services AND policies AND a unified transaction statement). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-22 19:13:44 -07:00