3 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	12692a0af8	feat(customers): create/edit/archive CRUD with soft-delete (plan phase 2) ... 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>	2026-07-23 12:08:44 -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